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M&I Bank
1013 S 8th St [
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Manitowoc, WI 54220
Ph: 920-683-6710
Fax: 920-683-5744
susan.novak@mibank.com
http://www.mibank.com
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
AIG Financial Advisors
980 Maritime Dr Ste 3 [
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Manitowoc, Wi 54220
Ph: 920-686-1100
skreuser@aigfinancialadivsor.com
UW-Extension, Ozaukee County
The Cooperative Extension service is part of a national network that brings the unbiased reseach and knowledge of land-grant institutions to people in their homes, workplaces and communities. it links the resources and expertise of nearly 3150 county Extension Offices, 107 land-grant colleges and universities and the feeral government through the USDA Coopertaive State Reserach, Educaiton and Extension Services. Local, state and federal dollars provide base program fudning.
Extension educators give people knowledge, skills and motivation to build financial security. The emphasis is on changing behaviors-developing financial plans, managing risk of loss, reducing household debt and saving and investing to meet future goals. The focus is on preventive education for low-wealth families, youth and adult audiences.
In Ozaukee County, the Extension service provides individual free, educational, confidential financial coaching, as well as various workshops and series that relate to basic financial literacy.
121 w. main st. [
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port washington, WI 53074
Ph: 262-284-8288
Fax: 262-284-8100
mary.lepeska@ces.uwex.edu
EconomicsWisconsin
EconomicsWisconsin is an educational non-profit, founded in 1963, focusing on financial education for K-12 Wisconsin students. Our mission is accomplished through eight University based Centers for Economic Education. Center Directors are responsible for offering programs, generally for teachers, in their geographic area. It is our belief that the most efficient and effective method of reaching students is through their teachers.
The Centers for Economic Education are located at: UW-Milwaukee, UW-Parkside, UW-Whitwater, Edgewood College-Madison, UW-River Falls, UW-Stevens Point, UW-Oshkosh, and Lakeland College-Plymouth.
7635 W. Bluemound Road [
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Suite 106
Milwaukee, WI 53213
Ph: 414-221-9400
jguenther@economicswisconsin.org
http://www.economicswisconsin.org
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
Prospera Credit Union
4830 N. Ballard Rd. [
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Appleton, WI 54913
Ph: 920-882-4800
jeff.hannemann@myprospera.com
http://www.myprospera.com
Office of the Commissioner of Insurance
The Office of the Commissioner of Insurance (OCI) publishes approximately 58 separate brochures, buyer's guides and other consumer education materials which are available for distribution. Several publications are available in English and Spanish. OCI is a source of unbiased information about insurance products and insurance agents and companies. Visit our Web site to learn more about OCI and to view a complete list of our consumer publications.
125 South Webster Street [
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P.O. Box 7873
Madison, WI 53707-7873
Ph: 608-267-5027
Fax: 608-266-9935
jean.terry@wisconsin.gov
oci.wi.gov
Great Wisconsin Credit Union
Great Wisconsin Credit Union is a full-service cooperative financial institution with branches in the Madison and Portage area.
2424 Rimrock Road [
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Madison, WI 53713
Ph: 608-244-2400
amyc@greatwisconsincu.org
http://www.greatwisconsincu.org
wisco coop
Not sure what you want. Work part-time as biller . Retired from teaching.
Single. 70 years old. Own mobile home.
2215 S. Maple--Lot 494 [
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Marshfield, WI 54449
Ph: 715-384-3867
andyru3@yahoo.com
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
Center on Business and Poverty
The Center on Business and Poverty, associated with UW-Madison, is a program designed to help business leaders help their employees. The Center encourages and facilitates businesses in providing tax preparation, financial planning, and banking services to their employees. All work is completed at the job site and is offered at little to no cost to a company. Furthermore, the employees' gains are significant; the average employee gains $520 in services and tax refunds. If you are an interested business please contact us right away. For more information visit: www.copab.org.
510 Charmany Drive [
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Box 178
Madison, Wisconsin 53719
Ph: 608-345-5111
hoffmire@wisc.edu
http://www.cobap.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
Wisconsin Educational Institute LLC
Our specialty is Wealth Management involving mortgages and retirement strategies to put people in control of their retirement.
Many tools can be utilized for tax-free retirement strategies. Our job is to educate on how to avoid common financial mistakes.
We educate on the importance of properly managing debt, and how to use that debt to increase savings in a way that will make a long-term difference for the future.
We provide Webinars as well as monthly educational email publications. Our monthly publications provide education on the importance of the credit score, the home buying process, and the market today.
We would like to know what you are doing to reach your retirement goals. Is there a way we can support you? What is it like to look into your future? Are you safe and secure in your tomorrows? We would like to assist the members of the community in reaching their financial goals thus supporting them in creating more abundance.
106 State Road 164 [
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Colgate, WI 53017
Ph: 262-224-2066
info@wi-education.com
http://www.wi-education.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
Associated Trust Company, N.A.
Since 1908, Associated Wealth Management has offered a complete range of business and personal financial management services through its trust and investment associates. Associated Wealth Management is part of Associated Banc-Corp, a multibank holding company with more than 200 locations in Illinois, Wisconsin and Minnesota. Associated Banc-Corp combines the strength of a leading Midwest financial organization with regional management that allows flexibility at the local level. The result is personalized service that meets each client's unique goals and objectives. This approach serves our Trust and Investment Management clients and relationships particularly well. We provide customized financial services that inclue a comprehensive collection of services such as:
-Investment management for wealth preservation and growth
-Trust and estate administration
-Financial and tax planning
-Wealth transfer and estate planning
-Retirement Plans
1217 North Taylor Drive [
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Sheboygan, WI 53083
Ph: 920-459-6897
Fax: 920-451-2288
joe.ackley@associatedbank.com
http://www.associatedbank.com
KNUCKLEHEADZ, LLC
Knuckleheadz is a full service barber shop. We have 7 full time barbers that sirvice our community Tuesday-Saturday, 7am until 5:30pm.
p.o. box 080186 [
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Milwaukee, Wi 53208
Ph: 414-531-5190
mknuckles30@yahoo.com
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
American Family Insurance
For more than 75 years, we've made it our business to take care of you by providing the products you need and the excellent service you expect. By offering a broad range of reliable insurance and financial products, American Family Insurance doesn't just insure; we ensure peace of mind.
890 Elm Grove Rd #205 [
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Elm Grove, WI 53122
Ph: 2627859760
plescren@amfam.com
http://www.amfam.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
CB Investment Services
CB Investment Services is located at Community Bank and Trust and offers a full range of investment opportunities including stocks, bonds,mutual funds, fixed and variable annuities,unit investment trusts,and life insurance as well as individual and employee sponsored retirement plans. Primevest Financial Services, Inc,is the registered broker-dealer for CB Investment Services.
604 N 8th Street [
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Sheboygan , WI 53081
Ph: 920459-4444 extensio
mary.ryan@primevest.com
www.communitybankandtrust.com
AFLAC
What is Long-Term Care Insurance? The Pros and Cons of Chosing:
It's a way of paying for care that is expensive and not covered by Medicare or your Health Insurance.
It's Nest Egg protection.
It's Spouse standard of living protection.
It's dignity preservation.
It gives you and your Spouse Choices.
Wayne will present LTC information (both the Pros and Cons) that will enable people to make the right decisions earlier in life to save themselves, goverment entities, and society a lot of money and pain down the line.
104 S. Main Suite401 [
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Fond du Lac, WI 54935
Ph: 920 322 9401
Fax: 920 322 9404
wrisvold@charter.net
AFLAC.com
O'Connell Financial Services
I have been a Financial Advisor for 15 years offering assistance to individuals and business owners.
2317 International Lane, Suite 106 [
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Madison, WI 53704
Ph: 608-441-1414
Fax: 608-441-1414
cynthia.oconnell@lpl.com
AFL-CIO Community Services Program
The AFL-CIO Community Services Program locally is a partnership - which has existed since the early 1960's - between United Way of Dane County and the South Central Federation of Labor. The mission of the program is to make the community a better place in which to live, work, raise a family, and retire. Collectively, we are about creating real, long-lasting solutions. We unite people to create lasting, positive results.
2059 Atwood Avenue [
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Madison, WI 53704
Ph: 608-246-4355
Fax: 608-246-4349
labor@uwdc.org
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
ESS WORKER
4456 LOVELANE [
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DEFOREST, WISCONSIN 53536
Ph: 608-776-4462
SUNSHINE_@YAHOO.COM
ESS WORKER
4358 GRAY ROAD [
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DEFOREST, WISCONSIN 53532
Ph: 608-846-0259
les_bar_hay@yahoo.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
Countrywide Bank, FSB
Learn about Reverse Mortgages, an innovative financial tool many seniors are choosing to help them achieve retirement goals.
Free information available to the public:
How do Reverse Mortgages work?
Government Statistics (Activitiy of loans taken)
Their History in the U.S.
Important Facts to Know
Misconceptions of Reverse Mortgages
Steps for Getting a Reverse Mortgage Loan
Informational Websites
1809 Milton Ave, Ste 4 [
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Janesville, WI 53545
Ph: 608 373-3300 ext 223
roger_hobbs@countrywide.com
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
Matt Wegner Coaching
We provide sound advice on all personal financial matters, as well as career coaching and leadership training. We don't sell any investments or insurance, so our advice is always in the best interest of our clients, not our wallets. We specialize in teaching our clients to become debt free and stay debt free while building wealth. We also help our clients find the career path that unlocks their inner potential and sets them up for success for the rest of their lives.
2808 Kohler Memorial Drive [
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Sheboygan, WI 53081
Ph: 920-331-0941
info@mattwegnercoaching.com
www.mattwegnercoaching.com
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
Jewett Financial Strategies
Earl Jewett is a financial counselor who actively engages clients in
the planning process and coaches them through sound financial decision-making. He assists clients with mutual funds, investment management, retirement plans,
annuities, life insurance, and long-term care insurance to find the best financial
solutions for their needs and goals.
Registered Representative & Securities offerred through
Packerland Brokerage Services, Inc.
920-662-9500
Member FINRA & SIPC www.finra.org
W4148 Kiekhaefer Parkway [
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Fond du Lac, WI 54935
Ph: 920-923-2604
Fax: 920-923-2604
earl_jewett@packerlandbrokerage.com
jewettfinancialstrategies.com
Edward Jones
At Edward Jones, we believe in doing business face to face. We want to get to know your unique financial objectives so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or just acquire extra income to meet monthly expenses, you can expect personalized service and information on investing in quality investments for the long-term. Contact me today to discuss your financial goals.
1732 Fordem Avenue [
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(in Camelot Square)
Madison, WI 53704
Ph: 608-244-8793
Fax: 888-223-6674
audra.schrader@edwardjones.com
http://www.edwardjones.com/en_US/fa/index.html&CIRN=507104
H&R BLOCK
Are you getting everything possible tax advantage? We are here to answer your questions. We have a variety of informational seminars lead by our top tax professional. If you organization or business could benefit from one, contact Mary and ask about our Lecture Series.
2613 South Business Dr [
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Sheboygan, Wi 53081
Ph: 920-458-5132
Fax: 920-458-1035
mary.kaquatosh@tax.hrblock.com
www.hrblock.com
Polaris Wealth Management & North Milwaukee State Bank
Polaris Wealth Management is a branch partner with North Milwaukee State Bank. Our mission is to educate the community on the advantages of financial planning and provide solutions to individuals, families and small business owners. We offer community workshops and seminars geared toward banking, insurance, home ownership and investments.
We are conveniently located at 5630 W Fond Du Lac Avenue 2nd Floor, Milwaukee, WI 53216. For more information please call, 414-466-2344 ext. 147.
5630 W Fond Du Lac Avenue [
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Milwaukee, WI 53216
Ph: 414-466-2344 Extenti
Fax: 414-466-6248
snash@polarisadvice.com
www.nmsbank.com
H&R Block
H&R Block offers a variety of informational programs lead by our top tax professionals. If you would be interested in joining one of these programs or hosting a program please contact Rebecca Schaefer.
Thank you
3701 Durand Ave [
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Racine, WI 53405
Ph: 262-554-5789
Fax: 262-554-5793
rebecca.schaefer@tax.hrblock.com
www.hrblock.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
H&R Block
Our mission at H&R Block is to help our clients achieve their financial objectives by serving as their tax and financial partner. Our vision is to be the world's leading provider of financial services through tax and accounting-based advisory relationships.
4360 S. 76th Street [
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Greenfield, Wisconsin 53220
Ph: 414-541-8762
Fax: 414-541-8763
carolyn.selimi@tax.hrblock.com
www.hrblock.com
1st Reverse Financial Services
1st Reverse Financial Services is a subsidiary of Wilmington Savings Funds Society FSB, established in 1832. It is one of the 10 oldest US banks continually operating under the same name. Our team of reverse mortgage specialists are specifically trained to educate people nationwide about reverse mortgage loans and make the process easy. Simply stated reverse mortgage lending is our only business!
Reverse mortgages enable eligible homeowners to access money they have built up as equity in their homes. They are primarily designed to strengthen seniors' personal and financial independence by providing funds without a monthly payment burden, during their liftime in their home.
New changes in HUD regulations will soon provide higher proceeds to homeowners with higher value properties. In addition, some provisions may be forthcoming that will allow for home purchasing.
Wendy Kelly has an extensive background in consumer advocacy and personal financial management.
S1475 [
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Chaseburg, WI 54621
Ph: 608-304-0056
Fax: 630-563-9088
wkelly@1streverse.com
www.1streverse.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
Summit Credit Union
4800 American Parkway [
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Madison , WI 53718
Ph: 608-243-5000
amy.crowe@summitcreditunion.com
www.summitcreditunion.com
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
Marshfield Area United Way
PO BOX 771 [
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Marshfield, WI 54449
Ph: 715-384-9992
unitedway.sarah@tznet.com
Savant Capital Management Inc.
Savant is an integrated wealth management firm that works with high net worth individuals, retirement plans, corporations, trustees, and non-profits.
Specialties include: financial planning, investment management, estate planning, philanthropic advisement, fiduciary consulting, multi-generational planning, tax planning, cash flow management, educational planning, risk management and retirement planning.
1200 John Q Hammons Dr, Ste 101A [
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Madison, WI 53717
Ph: 608-831-1300
blindell@savantcapital.com
www.savantcapital.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
Oak Tree Financial Services, LLC
we are a full service Financial group,with a senior division that provides seniors with a wealth of resources for all their financial & retirement needs.
2312 N. grandview Blvd. suite 210 [
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Waukesha, Wi. 53188
Ph: 262-649-9203
Fax: 262-649-9204
john@OTFSLLC.com
www.OTFSLLC.com
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
Via Compass
Via Compass was formed driven by the passion to address the compelling need for financial education and investor protection. Recently retired, the last nine years of my 30 year professional career were devoted to service in the insurance and financial services industry providing me with a deep insight on the lack of financial literacy, personal financial discipline and responsibility in the community
The mission of Via Compass is to help everyone to make informed financial decisions through education, professional direction and support. Via Compass points the way to those needing direction towards a secure financial future by identifying goals and needs, setting priorities and educating people on their choices of product solutions.
320 Bellin Street [
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Neenah, WI 54956
Ph: 920-540-6518
maria@viacompass.com
www.viacompass.com
