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Showing 1 - 3 of 3 results
HECK CAPITAL ADVISORS, LLC
HECK CAPITAL ADVISORS, LLC
Rhinelander, Wisconsin
25-49 employees
Heck Capital is an independent investment advisory firm with a strong foundation. Since the 1950s, we have served individuals, families and institutional organizations with comprehensive investment guidance from the heart of Wisconsin, where Robert Heck first began the family’s investment legacy. Heck Capital specializes in institutional consulting for corporations as well as portfolio management and financial guidance for retirement plans, foundations/endowments, high-net worth individuals and trusts. As an independent investment advisory firm, Heck Capital prides itself on successful financial guidance as a life-long process that assists our clients and their families in taking control of their financial futures. Heck Capital Advisors invests, consults, and advises to over $6.4 billion of assets while servicing client relationships in 37 states (as of 12/31/22). Heck Capital’s directors and professionals offer over 200 years of collective experience, small-town values and an exceptional work ethic. As a locally vested and globally invested firm, Heck Capital provides a global perspective, specializing in building lasting legacies while remaining deeply dedicated to our roots. Heck Capital maintains a distinct competitive advantage by providing independent discretionary portfolio management, objective consulting, goal-oriented financial planning, and CapitalCENTRAL® for your financial legacy. This advantage is strengthened with our Portfolio Managers, Consultants; and Financial Advisors working together to empower our client relationships.
Retirement Benefits Rank
Market Leading
MIDWEST PROFESSIONAL PLANNERS, LTD.
MIDWEST PROFESSIONAL PLANNERS, LTD.
Wausau, Wisconsin
25-49 employees
At MPPL Financial, we’re committed to providing comprehensive wealth management solutions for successful individuals and families seeking the clarity to make informed decisions to secure lifestyle needs and achieve a lifetime of financial goals. Clients working with us can expect: * Accessible Expertise. Whether seeking to retire early, navigate funding a child’s education, or sell a business, clients can count on our multi-disciplinary team to deliver unbiased intellectual capital and experience to help address complex situations and optimize pivotal life moments. * An Integrated Approach. We connect the dots to help clients achieve their vision and goals with a MPPL Financial Blueprint and a purposeful investment strategy that aligns with how one seeks to live their life today and in the future. * A Highly Personalized Relationship. We view ourselves as a financial advocate for our clients. As such, we’re highly committed to building a relationship characterized by ongoing collaboration and communication. Our objective is to proactively anticipate client needs, respond to concerns, and make a positive impact. We have offices in Duluth, MN, Grand Rapids, MN, Wausau, WI, and Crystal Lake, IL. While we're located in the Midwest, we work with clients across the U.S. Investment Advisory Services offered through Midwest Professional Planners, Ltd. (“MPPL”), 2610 Stewart Ave., Ste. 100, Wausau, WI 54401, 1-800-236-6775, an SEC-registered investment advisor. Certain representatives of MPPL are also Registered Representatives offering Securities products involving commission or transaction-based fees through APW Capital, Inc., 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, 1-800-637-3211. Member FINRA/SIPC/MSRB. MPPL is independent of APW Capital, Inc.
Retirement Benefits Rank
Market Leading
WISCONSIN BENEFIT PLANNING, INC.
WISCONSIN BENEFIT PLANNING, INC.
Minocqua, Wisconsin
1-24 employees
Wisconsin Benefit Planning, Inc. has a rich history in Northern and Central Wisconsin and our roots can be traced back to 1922. Our longevity is directly linked to the service we provide and the integrity we bring to the Health Insurance & Employee Benefit Planning field. It is our ultimate goal to help our clients provide quality coverage for their needs in the most cost efficient manner! We strive not to be the biggest Health Insurance & Employee Benefit firm, but to be the best in service, innovation and quality. It is through our unique approach that we partner with our clients to find the best products and services to fit their needs at a competitive price.
Retirement Benefits Rank
Top Benefits