Associated Financial Consultants & Investor Services is dedicated to the creation and conservation of lifetime assets. We provide financial solutions to complex situations and challenges that are easy to digest, understand, strategize from and most importantly execute, track and adapt to. Our clientele consists of a wide variety of individuals, who are both well-established or establishing themselves, and companies of all sizes, both local and national. We believe that every individual and company is unique – such as ourselves – with a wide array of goals and challenges throughout multiple stages, whether it’s finding success, during success or with continuing success. Therefore, every solution needs to be tailored and customized with a unique approach. Associated prides itself on being independent for over 40 years, and it’s our goal to continue helping others remain unique and independent for many generations to come. ### Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities (Associated Investor Services, Inc. and Associated Financial Consultants, Inc.) and/or marketing names, products or services referenced here are independent of Osaic Wealth.

We believe in being long term partners with our clients--not just suppliers of goods and services. Any employee benefit firm can offer a menu of services to be purchased off the rack. What we do is far more complete. For example, we have helped clients underwrite their own risk to maximize health care dollar spend, helped our clients add meaningful medical management programs to improve overall group fitness, provided "gaps in care" insight to address large claim generaters, normalized "cost" vs "billed" data for provider/facility comparison, implemented pharmacy audits and have brought electronic "shopping" to a market sorely lacking in innovation and creativity. Whether you're talking product placement, specific strategy, implementation or communications, we're experienced professionals. IBS is not a training ground for beginners who learn the business at client expense. We believe in financial responsibility. We are careful with our money and we will be good stewards of yours as well. We firmly believe in complete and total planning. The trick is to start with a complete understanding of our markets and our customers. Then, and only then can the creative process begin. Because of our fundamental beliefs, nothing but the best work will ever leave my organization.

At Compass Health, we have over 35 years of experience in the Health & Life Insurance industry. We are a contracted general agency with Florida Blue Cross & Blue Shield. We provide Health insurance, Life insurance, Annuities, Pre-need & Prescription coverage to all 67 Florida Counites. For over 14 years, we have provided the residents of Florida with best-in-class coverage and support. With 15 state-wide retail storefronts, 2 sales and support centers, and over 300 agents, We are Floridians, Helping Floridians.

N-Gage's Green Bay, WI location stands as a prominent player in the insurance brokerage landscape. With a substantial footprint, this larger office is well-versed in catering to the unique needs of both local and regional employers. Specializing in serving midsize and large employers, N-Gage has demonstrated a remarkable track record in managing employer benefits. Their expertise extends to diverse industries, showcasing proficiency in traveler accommodation, accounting, tax preparation, bookkeeping, and payroll services. This breadth of knowledge positions them as a versatile partner for businesses with varying needs. Notably, N-Gage has successfully supported self-funded clients, showcasing their commitment to providing tailored solutions. As a part of a respected local brokerage firm, N-Gage's Green Bay team brings a wealth of experience to the table. Their client portfolio boasts renowned names, such as Brady Martz & Associates Pc, a leader in accounting services in ND with 250+ participants, Tempel Holdings, a prominent player in fabricated metal product manufacturing in IL with 360+ participants, and Thunder Valley Casino, a major player in the traveler accommodation industry in CA with 1140+ participants. Employers seeking a reliable partner will find N-Gage's Green Bay office to be a strategic ally, backed by a proven history of delivering comprehensive insurance solutions tailored to the unique needs of businesses across industries.

Medical Management Benefits in Milwaukee, WI, stands as a trusted insurance broker, specializing in providing comprehensive benefits solutions to local and regional employers. With a strong focus on medical and ancillary benefits, this office location boasts a wealth of expertise tailored to meet the unique needs of businesses in the area. Having successfully partnered with prominent organizations like G I Associates, a key player in the physicians' offices industry with over 190 participants, Medical Management Benefits showcases its prowess in navigating the intricacies of the healthcare sector. This broker excels not only in serving the offices of physicians industry but also demonstrates commendable proficiency across various other sectors. As a proud member of a local brokerage firm, Medical Management Benefits leverages its community ties to offer personalized and tailored solutions. Their demonstrated experience with midsize employers underscores their ability to cater to businesses of diverse sizes and structures, ensuring that each client receives the attention and support they deserve. With a commitment to excellence and a track record of successful partnerships, Medical Management Benefits emerges as a valuable ally for employers seeking a reliable and knowledgeable insurance broker in the Milwaukee, WI area.

Founded in 1892, The Wisconsin Bankers Association is the state's largest financial industry trade association, representing nearly 235 commercial banks and savings institutions, their nearly 2,300 branch offices and 23,000 employees. Of the nearly 270 Wisconsin banks, 97 percent are members of the Wisconsin Bankers Association. The Association represents banks of all sizes from banks in rural Wisconsin to the state's largest financial institution in Green Bay.

Marsh McLennan Agency (MMA) is a wholly owned subsidiary of Marsh, serving the risk prevention and insurance needs of middle market companies in the United States. MMA has access to broad resources and solutions across all of its sister companies under the Marsh McLennan (MMC) banner. Although we are not integrating the businesses with Marsh, we are able to leverage the value of our respective capabilities and intellectual capital in those instances where there is a compelling case for collaboration between MMA and Marsh. Mid-size companies need a partner they can trust and that can provide additional tools for opportunity and growth. We strive every day to service those needs. We successfully bridge the gap between what the “big firms” offer and the advice, solutions, and programs that smaller businesses require.

Infinity Benefit Solutions guides businesses through the process of planning, implementing, and maintaining group and individual benefit plans that are customized to meet each of our client's needs. Infinity Benefit Solutions creates tailored plans encompassing employee and individual benefits, retirement, and overall financial security. Our expertise in both employee benefits and personal financial planning differentiates us, but our outstanding client service defines who we are. Client satisfaction is our principle measure of success.

At Hausmann Group we help clients anticipate and navigate life’s unexpected challenges. We’re a full-service independent agency that has been named to Insurance Journal’s Top 100 Independent Property & Casualty Agencies, Milwaukee Business Journal’s Largest Employee Benefits Firms in Wisconsin, and we’ve won In Business Magazine’s Executive Choice Award for Independent Insurance Agency several years in a row. We don’t say all this to boast but to show gratitude for the recognition we’ve received. And while these awards are a source of pride for us, they also hold us accountable for maintaining our high standards and continuously improving our services. Our goal is to make sure that our clients receive the best coverage and support, so they can have peace of mind knowing that they are protected.

Zizzl LLC's Milwaukee office is a well-established insurance broker with a strong presence in the region. This larger office is known for its extensive experience in working with a diverse range of clients, particularly excelling in the self-funded insurance market. Their ability to cater to local and regional employers is a testament to their deep understanding of the unique needs of businesses in the area. One of the key strengths of this office is their impressive client portfolio, which includes prominent names like H O Bostrom Company in the motor vehicle parts manufacturing industry, Keylink Holdings in the management of companies and enterprises sector, and Progressive Community Health Centers in the offices of health practitioners industry. These clients, each with varying employee sizes, showcase the office's versatility and adaptability. Zizzl LLC's Milwaukee location is not limited to a specific industry; they possess great expertise across educational services, motor vehicle parts manufacturing, and management of companies and enterprises sectors. As a part of a local brokerage firm, they have a deep understanding of the local business landscape, which enables them to offer tailored insurance solutions. What sets this office apart is its demonstrated experience in catering to employers of all sizes, including small, midsize, and large businesses. This versatility, combined with their local knowledge and industry expertise, makes Zizzl LLC's Milwaukee office an excellent choice for any employer benefits buyer seeking comprehensive insurance solutions.