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Precision Information, LLC
Precision Information publishes the Educated Investor family of products. Our goal is to help educate and empower the individuals and organizations we serve by providing unbiased interactive financial education materials in English and Spanish. To learn more about our organization please visit our website at
www.educatedinvestor.com
702 N Blackhawk Ave #205 [
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Madison, WI 53705
Ph: 608-243-1282
Fax: 775-796-1015
joesaari@educatedinvestor.com
http://www.educatedinvestor.com
H & R Block Community Outreach Coordinator
At no cost to you or your organization, we can provide engaging presentations geared to your groups concerns.
If your organization or business can benefit from having one of our highly qualified professionals present an informative, entertaining program on any income-related subject, just ask about our Lecture Series.
Family Issues, Taxes for the Self-Employed, Retirement Considerations, Employee Concerns, or Property Owners Concerns.
Wendy VanSlyke Community Outreach Coordinator
H & R Block 414-535-2628
5821 N Silver Spring [
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Milwaukee, Wisconsin 53218
Ph: 414-535-2628
wvsoutreach@yahoo.com
Landmark Credit Union
Landmark Credit Union has 11 Milwaukee metro locations and offers banking services but is not a bank. Landmark is a not-for-profit cooperative – owned by its members. So instead of being in business to make money for stockholders, Landmark’s only purpose is to help members reach their financial goals.
Landmark serves members in several ways other financial institutions do not. They provide educational opportunities, such as free seminars. Landmark offers educational resources on their Web site, landmarkCU.com. Their Anytime Advisor interactive coaches cover subjects like Identity Theft, Car Buying, Home Buying, Checking Accounts, Credit Management, and Couples & Money. All but the last topic are available in Spanish.
You’re worth more here.
2775 S. Moorland Rd. [
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New Berlin, WI 53151
Ph: 262-796-4500
Fax: 262-796-5180
pr@emaillcu.com
http://www.landmarkCU.com
Financial Planning Association of Southern Wisconsin
PLANNERSEARCH
PlannerSearch is a consumer service created by the Financial Planning Association to assist members of the public in finding a CERTIFIED FINANCIAL PLANNER professional who helps clients meet their financial needs and goals. FPA believes that everyone needs objective advice to make smart financial decisions, and that when seeking the advice of a financial planner, the planner should be a CFP professional.
6949 North 100th Street [
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Milwaukee , WI 53224
Ph: 414-358-9260
karenhendrickson@bizwi.rr.com
http://www.fpanet.org
Financial Education Center
The Financial Education Center is a program of the UW-Extension Dane County family living program. We offer integrated financial education classes, individual coaching, and referrals to community programs and services. Our objective is to increase the financial literacy skills of residents in Dane County thereby empowering them to achieve their financial goals .
2300 S. Park Street [
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Suite 22
Madison, WI 53713
Ph: 608-261-5077
Fax: 608-261-9727
deb.neubauer@ces.uwex.edu
http://fec.uwex.edu
Wells Fargo Bank
Wells Fargo & Company is a diversified financial services company with $500 billion in assets, providing banking, insurance, investments, mortgage and consumer finance to more than 23 million customers from more than 6,200 stores and the internet (wellsfargo.com) across North America and elsewhere internationally. Wells Fargo Bank, N.A. is the highest credit-rated bank in the U.S., receiving an “Aaa” by Moody’s Investors Service – its top credit rating – and “AA+” by Standard & Poor’s Ratings Services.
100 East Wisconsin Avenue, Ste 1200 [
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Milwaukee, Wisconsin 53202
Ph: 414.224.3786
jeff.l.gauvin@wellsfargo.com
http://www.wellsfargo.com
WESTconsin Credit Union
WESTconsin Credit Union is a member owned, financial institution that currently serves over 60,000 members throughout western Wisconsin and eastern Minnesota. Our focus is on the financial success of our members - through exceptional products/services and financial education efforts offered throughout all of our office areas. Visit our website at
www.westconsincu.org to find out how we can help you gain the tools to work towards your financial success.
3333 Schneider Avenue [
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Menomonie, Wisconsin 54751
Ph: 715-235-3404
lausman@westconsincu.org
http://www.westconsincu.org
Lakeshore Investment & Tax Service
We specialize in Retirement planning and investing. We also offer financial planning, educational funding planning, and tax planning. We offer tax preparation and electronic filing of all types of tax returns.
PO Box 233 [
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2848 Memorial Drive
Two Rivers, WI 54241
Ph: 920-794-5566
ostrandert@shorelinecu.org
Annex Wealth Management, LLC
Annex Wealth Management, LLC serves the financial and investment needs of families, individuals and companies. We know that your financial well-being is a part of your life, not apart from it. We look beyond your financial statement to understand the complexities and decisions you face in your family and your business. We help you develop a comprehensive wealth strategy that will not only evolve over the course of your life, but also provide for your legacy. We set ourselves apart from others in the industry by providing independent comprehensive financial planning, retirement services, money management and estate planning under one roof. All of these elements are critical to achieving a family's financial objectives, and coordinating them through one company in one place, enhances goal achievement.
18650 W. Corporate Dr. [
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Brookfield, Wisconsin 53045
Ph: 262-786-6363
Fax: 262-792-8930
info@annexadvisors.com
http://www.annexadvisors.com
Dane County Credit Union
It pays to use a credit union! Credit unions are unique financial businesses because profits are returned to the members they serve. That's the reason Dane County Credit Union is able to offer more competitive rates on savings and loans, and lower fees.
Everyone living or working in Dane County is welcome to take advantage of our services. We have 2 convenient offices in the Madison area. Dane County Credit Union belongs to the credit union shared service center network which allows our members access to branches world-wide.
2160 Rimrock Road [
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709 Struck Street
Madison, WI 00000
Ph: 608-287-1816
Fax: 608-284-4700
comments@dccu.us
http://www.dccu.us
Bank of Kenosha
Bank of Kenosha was formed in 2000 by a local group of business professionals to provide community banking services to the Kenosha market. Its strategy has been to combine the hometown bank atmosphere with modern high level products and services. Bank of Kenosha has continued to increase its market share and has expanded to three branches to serve its customers with greater accessibility and convenience. Our experienced bankers offer a diverse array of products through a responsive, professional, and flexible personal relationship. The Bank continues to grow its commercial, residential mortgage and consumer banking areas by offering competitive and innovative products. Please contact us to see what we can do for you.
5117 Green Bay Road [
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Kenosha , WI 53144
Ph: 262-657-2265
GHutchins@BankofKenosha.com
http://www.BANKOFKENOSHA.COM
Edward Jones
If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between an investment representative and you.
I would be happy to develop a strategy to help you achieve your financial goals. Please contact me today.
841 Riverfront Drive [
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Sheboygan, WI 53081
Ph: 920-208-2287
Thomas.Solle@edwardjones.com
Aegis Wealth Advisors LLC
Aegis Wealth Advisors LLC(AWA) is a Registered Investment Advisory firm based in Delafield, WI. AWA is registered with and regulated by the Wisconsin Department of Financial Institutions, adhering to strict standards of fiduciary responsibility.
In Greek mythology, Aegis was the shield Zeus would lend to heroes for protection, such as the goddess Athena. Our identity is anchored in the symbols of the Ancient Greeks, and is supported by the same fundamental concepts which represent their towering achievements. Our mission, like the shield of yore, is to provide our clients guidance to help them optimize, preserve and protect their legacy assets.
Our Managing Partner and founder, Timothy M. Stasinoulias has over 16 years of experience in the financial and estate planning industry. He is a Registered Financial Consultant(RFC) since 1995 and a Certified Senior Advisor(CSA). Also, he earned the advanced studies designation of Certified Wealthcare Analyst(CWA) in March of 2006.
The focus of the firm is "Wealthcare", life relative advising for the individual investor. It's you-driven not market-driven. We specialize in "fee-only" investment management. Our customized ETF portfolios, low fees, pressure-free services, and frequent communication has led to a high level of client satisfaction.
TD AMERITRADE Institutional provides comprehensive discount brokerage and custody services to Aegis Wealth Advisors with no conflicts of interest.
375 Williamstowne [
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Delafield, WI 53018
Ph: 262-646-5450
advisordirect@solve360.com
SUTTLE-STRAUS,INC.
Suttle-Straus is a printing, distribution business with 208 employees. We would like to offer our employees free classes in financial help. Many come to me with financial difficulties of varying sorts. We would like to offer them some help.
1000 UNIEK DR [
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PO BOX 370
WAUNAKEE, WI 53597
Ph: 608-849-1000
Fax: 608-849-9017
lana.goepfert@suttle-straus.com
http://www.suttle-straus.com
The Horace Mann Companies
6138 Sandstone Drive [
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Madison, WI 53719
Ph: 608-663-8012
Fax: 608-441-9819
cravenj1@notes.horacemann.com
Primerica Financial Services
3051 Progress Way, Suite 204 [
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Kaukauna, WI 54130
Ph: 920-968-8732
Fax: 877-649-5301
charley@charleynelson.com
http://www.charleynelson.com
TRUST WISCONSIN
TRUST WISCONSIN IS AN INDEPENDENT FULL-SERVICE TRUST COMPANY SPECIALIZING IN WEALTH PLANNING AND ESTATE MANAGEMENT.
TODAY, FAMILIES WANT A COMPANY THAT CAN DO MORE THAN JUST MANAGE MONEY. THEY WANT A COMPANY WHO CAN FULFILL A MULTITUDE OF ROLES.
WE CAN SERVE AS YOUR PERSONAL:
TRUSTEE
CO-TRUSTEE
MONEY MANAGER
EXECUTOR
PERSONAL REPRESENTATIVE
FINANCIAL CONSULTANT AND ESTATE PLANNER
AS AN INDEPENDENT TRUST COMPANY WE ARE NOT INFLUENCED OR PRESSURED TO USE PROPRIETARY PRODUCTS OR INVESTMENTS. WE DO NOT ACCEPT HIDDEN COMMISSIONS, REFERRAL FEES, SOFT-DOLLAR MONEY OR ANY OTHER FORM OF COMPENSATION THAT WOULD CREATE A CONFLICT OF INTEREST.
OUR FOCUS IS SOLEY ON PROVIDING PEACE OF MIND BY ACHIEVING YOUR GOALS.
185 KNIGHTS AVE [
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KEWASKUM, WISCONSIN 53040
Ph: 262-626-9000
JEFFBUTLER@TRUSTWISCONSIN.COM
WWW.TRUSTWISCONSIN.COM
Equity Design Group
Craig is a Certified Financial Planner(R) with Ohio National Life
2050 Riverside Drive [
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Green Bay, WI 54301
Ph: 920-569-8363
Fax: 920-569-1898
csiminski@equitydesigngroup.com
Wisconsin Institute of CPAs
The Wisconsin Institute of Certified Public Accountants (WICPA) offers access to the largest and most active group of CPAs in Wisconsin. CPAs work in every economic sector and for every type of organization. The WICPA promotes financial literacy by having its members speak to high school students and by providing volunteers for high school financial literacy events called Reality Stores. The WICPA also supports the national financial literacy campaign, Feed the Pig (
www.feedthepig.org), created by the American Institute of CPAs (AICPA) and Ad Council.
235 N. Executive Dr. Ste. 200 [
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Brookfield, WI 53005
Ph: 262-785-0445
Fax: 262-785-0838
mary@wicpa.org
www.wicpa.org
National Mutual Benefit & Packerland Brokerage Services, Inc.
Rick Wentz, FICF, is a District Representative with National Mutual Benefit, Madison Wisconsin, and a Registered Representative (#378) of Packerland Brokerage Services, Inc., member NASD and SIPC. He is a Fraternal Insurance Counselor Fellow (FICF), receiving numerous quality service awards.
Rick was born and raised in Sheboygan, WI, and resides there with his wife, Julie and daughter, Sarah. His local Branch office is located at 928 Sommer Drive, Sheboygan, WI 53081-7886, and he can be contacted by phone at (920) 457-1575, or by email using
rickwentz@charter.net.
Rick serves numerous clients in the Lakeshore area, and throughout Wisconsin. Rick takes great pride in his personalized approach, providing full array of financial products and services to both families, and area businesses.
928 Sommer Drive [
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Sheboygan, WI 53081-7886
Ph: (920) 457-1575
Fax: (920) 452-1333
rickwentz@charter.net
alison.l.finch@wellsfargo.com
As the #1 leader with Reverse Mortgage originating in the country, Wells Fargo Home Mortgage continues to help Seniors 62 and older stay in their home and utilize their equity to help realize financial independence and peace of mind. All funds are tax free and will never require a payment while the homeowner lives there. Please call for additional information.
N10645 Cty Rd F [
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Alma Center, WI 54611
Ph: 715-215-0133
Fax: 715-830-0385
alison.l.finch@wellsfargo.com
Thrivent Financial
As a Fortune 500 financial services organization, Thrivent Financial for Lutherans has a long history of helping people provide financial security for their families. Thrivent Financial and its affiliates offer a variety of products and services, including customized financial analysis, retirement analysis, life insurance protection, investments, banking and trust services.
708 Heartland Trail [
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Suite 2800
Madison, WI 53717
Ph: 608-831-3339
mark.ziety@thrivent.com
http://www.thrivent.com
Winch Financial
Established in 1979, Winch Financial has become a leader in the financial planning industry. Listed regularly on the Bloomberg Wealth manager's survey of top financial planners, Winch Financial works hard to provide clients with state of the industry financial direction and a hometown atmosphere of personal attention.
How do we help our clients meet their goals? With a professional staff dedicated to ongoing education and research, with a connection to a national syndicate of organizations like ours and with plain hard work.
424 East Wisconsin Avenue [
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Appleton, WI 54911
Ph: 920-739-8577
info@winchadvisoryservices.com
Retirement Planning Solutions
Bill McDonald is a Registered Investment Advisor, Founder and Owner of Retirement Planning Solutions in Middleton, WI. He has over 20 years experience in the financial services industry.
Bill has been interviewed regularly by national media sources including Money Magazine, The Wall Street Journal, and Business Week Magazine. He's participated in national retirement programs sponsored by Kiplinger's Personal Finance Magazine. He is a member of The Financial Planning Association and The National Association of Personal Financial Advisors. He is one of the few investment advisors nationally, who have been selected to work with Dimensional Fund Advisors.
5614 Sandhill Drive [
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Middleton, WI 53562
Ph: 608-831-9788
Bill@RetirementPlanningSolutions.us
http://www.RetirementPlanningSolutions.us
New England Financial
At New England Financial, our mission is to help build financial freedom for our clients. We have the financial products and expertise to protect against the major risks you'll face in life, while helping you grow the assets you need to achieve a financially secure future.
For more than 171 years- through market booms and busts, through times of war and peace- New England Financial has helped clients plan for and navigate life's financial complexities to achieve their goals.... to reach their dreams.
We have the strategies, resources and experience to help you, your family or business "stay the course" to financial freedom.
New England Financial is a Metlife Company. For the "if" in life.
W8905 Ripley Road [
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Cambridge, Wisconsin 53523
Ph: 608-423-2142
Fax: 608-423-2142
jspindler@minneapolis.nef.com
www.nef.com
Northwestern Mutual Financial Network
15885 West National Avenue, Suite 100 [
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New Berlin, WI 53151
Ph: 262-786-5433, ext 22
Fax: 262-782-3633
debra.mikulski@nmfn.com
www.nmfn.com/debramikulski
MATC Adult & Continuing Education
MATC Adult & Continuing Education is committed to promoting and providing a variety of affordable non-credit courses at convenient times and locations throughout the greater Madison area and Dane county. Courses are offered at MATC campuses and facilities, public schools, senior centers, neighborhood centers, libraries, and churches. Typical course offerings include basic computer literacy, business and professional skills, global languages, retirement and financial planning, sewing and upholstery, photography, sign language, childcare certification and continuing education, and continuing education for insurance professionals. Some courses are also offered in Spanish or Chinese. For more information on current course offerings, please visit our website or phone 608-258-2301 to request a brochure.
211 N Carroll [
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Madison, WI 53717
Ph: 608-258-2492
kratliff@matcmadison.edu
matcmadison.edu/ace
MATC Adult & Continuing Education
MATC Adult & Continuing Education
211 N Carroll [
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Madison, WI 53717
Ph: 608-258-2309
ngasser@matcmadison.edu
matcmadison.edu/ace
Innovative Solutions for business LLC
Innovative Solutions provides Business, Accounting, and Technology services to small and medium sized businesses. Your business success is our goal.
We provide management insights for growth, business plans, and strategies. We believe that knowing what you want to achieve for your new or existing business and planning for successful results are the keys to a successful business.
A number of workshops and presentations are held throughout the year for business Entrepreneurs and owners.
1210 S 10th St [
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Sheboygan, WI 53081
Ph: 920-457-8007
info@intosolutions.com
www.intosolutions.com
Western Technical College
Please include us in the Money Smart activities for 2009.
Thank you,
400 North 7th Street [
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La Crosse, WI 54601
Ph: 608-785-9155
vujnovichd@westerntc.edu
www.westerntc.edu
Goebel Insurance & Financial Group
Goebel Insurance & Financial Group is an insurance and financial consulting firm located in FDL. The company offers fee based financial planning as well as advice on an array of insurance and financial products such as: auto, home, life, long term care, health, disability, IRA's, mutual funds, and annuities. They also offer Identity Theft protection and Data Security consulting thru a separate division called Safeguard Data Consulting. This division offers Identity Theft Employee Benefit plans that protects companies and their employees from Identity Theft. They also consult with companies on how to implement the necessary safeguards mandated by current privacy laws.
45 S Main St [
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Fond du Lac, WI 54935
Ph: 920-921-7526
larry@goebelins.com
www.gpglegal.com
River Valley Coaching
Are you feeling stuck, frustrated or overwhelmed with where you are financially? Is money a constant place of stress in your marriage and home? Maybe you are doing ok, but you want to do better and learn new strategies and achieve greater goals with your money or business.
Success does not happen by chance and anything worth doing is worth doing well.
At River Valley Coaching we believe in working to help people create and meet their financial goals. If you continue to do what you have been doing, you will continue to get the results you have been getting. Are you happy with the results?
Are you ready to replace what you have been doing with empowering habits, better communication and a game plan that works?
Coaching helps you take dreams and put them into attainable and motivating goals coupled with accountability until life changing actions have become habits. A marathon begins with the first step and we are here to help you take one successful step after another. We cannot do it for you, but we can walk alongside you and help you create a plan for success.
1791 140th Avenue [
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St. Croix Falls, WI 54024
Ph: 715-483-9037
kirk@interactive123.com
www.rivervalleycoaching.com
HR Block
As the world's largest tax preparation company, H & R Block is the brand clients trust for tax and financial services. More than 50 years of tax expertise is just around the corner.
www.hrblock.com/universal/office_locator.html
10436 W Silver Spring [
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Milwaukee, Wisconsin 53225
Ph: 414- 535-2628
jacqueline.radomski@tax.hrblock.com
Discover College
The mission of Discover College is to educate your family about the complex college process. We want your student to go to the best school for them and graduate with the least amount of loans and out-of-pocket expense as possible. We work to help families understand the college process, master the complicated financial aid system, and calculate their expected family contribution.
We are not a student loan company. We do not represent any specific university or group of universities. We work solely on behalf of the student and their parents to get the best results.
P.O. Box 46130 [
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Madison, WI 53744
Ph: (608) 828-4336
info@discovercollege.org
www.DiscoverCollege.org
2nd Helping Ministries
2nd Helping Ministries is dedicated to helping families successfully navigate through the myriad of personal finance issues. Whether your needs are as basic as creating a budget or as complex as advanced estate planning, we are here to help you succeed. Today, more than ever, it is crucial to have a written Personal Financial Plan to help guide you whenever an important financial decision needs to be made. We would be honored and blessed to help you.
723 58th St, Suite 300 [
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Kenosha, WI 53140
Ph: 262-605-3631
Fax: 262-605-3636
kault@att.net
Country Financial
7780 Elmwood Ave Suite 120 [
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Middleton, Wisconsin 53562
Ph: 608-831-4748
Fax: 608-831-4775
tammy.gunderson@countryfinancial.com
www.countryfinancial.com/tammy.gunderson
1st Wisconsin Wealth Management, LLC
Serving Wisconsin residents since 1993 with high quality investments and planning services. Making sense of today's investment climate while keeping client objectives in focus. Helping the young to build a nestegg while protecting a retiree's nestegg and helping families shape an Estate Plan.
Patrick G. Durden, MBA, AAMS
LPL Registered Principal
Securities offered through LPL Financial, Member FINRA/SIPC
1001 Arboretum Drive [
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Suite #3
Waunakee, Wisconsin 53597-2674
Ph: 608-850-3838
Fax: 608-850-4083
Patrick.Durden@lpl.com
www.lpl.com/patrick.durden
Conceptual Financial Planning, Inc.
At Conceptual Financial Planning, we believe strongly that everyone needs to start somewhere, and that a strong financial plan starts with a strong foundation. Obtaining this strong foundation can involve navigating a minefield of investment advisors, product salespersons, insurance agents and others.
Do they have your best interests in mind.....or theirs? Will they be there for you with common sense advice in your time of need? Or are you only "worth it" when you buy something from them?
At CFPI, we are proud to be CERTIFIED FINANCIAL PLANNER practitioners, working at a fiduciary standard for you. We're proud to be financial educators in our community.
For common sense advice about your finances, talk to us at CFPI. Give us a call today to learn about our Financial Boot Camp (tm), an intensive yet fun look at your finances.
3962 N Richmond St. [
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Appleton, WI 54913
Ph: 920-731-9500
Fax: 920-731-9504
cnehring@cfpi-wis.com
www.cfpi-wis.com
Edward Jones
68 N Main Street [
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Fond du Lac, wi 54935
Ph: 920-923-0970
Fax: 888-862-0520
steve.millin@edwardjones.com
edwardjones.com
Steimle Birschbach, LLC
Steimle Birschbach, LLC is a boutique Manitowoc law firm that concentrates in the areas of business, trusts and estates, and real estate.
4221 Michigan Ave. [
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PO Box 2225
Manitowoc, WI 54221-2225
Ph: 920-683-3500
Fax: 920-683-9844
michelle@steimlebirschbach.com
www.steimlebirschbach.com
Marshfield Area United Way
PO BOX 771 [
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Marshfield, WI 54449
Ph: 715-384-9992
unitedway.sarah@tznet.com
Edward Jones
At Edward Jones, we help individuals manage their money according to their specific needs. We recognize that everyone has a unique opinion and different goals in life, which is why we believe in building strong, long term relationships with our clients. Our philosophy of face-to-face meetings and high level of personal service has allowed us to become a leader in the financial services industry. Whatever your objectives are, we can help.
1800 E. Main Street [
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Waukesha, WI 53186
Ph: 262-650-8199
jason.sherry@edwardjones.com
http://www.edwardjones.com/en_US/fa/index.html&CIRN=518787
UBS Wealth Management
At UBS, we offer our clients access to some of the world’s most powerful financial resources. But the most important resources of all are the ones I bring to the table whenever we discuss your needs –listening and understanding. They are the first steps in the disciplined, ongoing process of wealth management.
As a dedicated Financial Advisor, I understand that each client is different from a new investor to one with years of experience and I appreciate your individual circumstances. My goal is to be your primary source of wealth management advice.
5 Revere Drive [
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Suite 500
Northbrook, IL 60062
Ph: 847-498-7756
mark.wimmer@ubs.com
www.ubs.com/fa/markwimmer
