Financial Services & Banking
An interdisciplinary wealth management team built to deliver a holistic financial plan customized starting where you are, today. Annex Wealth Management. Know The Difference.
1200 John Q Hammons Drive
Suite 101
Madison, WI 53717
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- (608) 410-7000
- (608) 284-0120
38 Buttonwood Ct.
Madison, WI 53718
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- (608) 733-2500
8040 Excelsior Drive
Madison, WI 53717
- (608) 259-3600
Atlatl Advisers is a fully-independent RIA delivering holistic family office wealth management and comprehensive financial planning to individuals, multi-generational families, and businesses.
2921 Landmark Pl
Suite 201
Madison, WI 53713
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- (608) 351-4500
4 Certified Financial Planners on siite. Staff Recognized as one of Top Scoring Wealth Managers of 2010 by Milwaukee Magazine
1 S. Pinckney Street, Suite 600
Madison, WI 53703
- (608) 252-5700
2001 W. Beltline Highway, Suite 220
Madison, WI 53713
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- (608) 834-5580
Bank of Sun Prairie's business model is simple – big-bank service, community-bank attention. We're driven to continually evolve with our customers – recognizing their success is integrally connected t
228 E Main Street
Sun Prairie, WI 53590
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- (608) 837-4511
440 Science Drive
Ste, 402
Madison, WI 53711
- 233-1000
Madison-based public accounting firm offering cloud based payroll, accounting, HR and tax services to entrepreneurs and businesses of all sizes.
2009 W Beltline Hwy #100
Madison, WI 53713
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- (608) 274-7473
8020 Excelsior Drive, Suite 101
Madison, WI 53717
- (608) 278-2712
12 convenient full-service Madison area locations.
Bank at M&I day or night, 7 days a week, 365 days a year. Member FDIC
Bank at M&I day or night, 7 days a week, 365 days a year. Member FDIC
1 W. Main Street
Madison, WI 53703
- (608) 252-5800
1202 N. Sherman Avenue
Madison, WI 53704
- (608) 249-0123
2900 Fish Hatchery Road
Fitchburg, WI 53713
- (608) 273-5620
4726 East Towne Boulevard
Madison, WI 53704
- (608) 249-8638
7447 University Avenue
Middleton, WI 53562
- (608) 836-1511
127 Jefferson Street
Oregon, WI 53575
- (608) 835-3141
401 N Segoe Road
Madison, WI 53705
- (608) 238-9373
220 N. Century Avenue
Waunakee, WI 53597
- (608) 849-2401
1140 W. Main Street
Sun Prairie, WI 53590
- (608) 837-7373
7801 Mineral Point Roaad
Madison, WI 53717
- (608) 833-6000
5250 Verona Road
Fitchburg, WI 53711
- (608) 274-5250
4711 Monona Drive
Monona, WI 53716
- (608) 222-1222
610 W. Verona Avenue
Verona, WI 53593
- (608) 497-4505
100 S. First Street
Mount Horeb, WI 53572
- (608) 437-5566
An independent brokerage and advisory firm offering large-company benefits with a small-firm, customer focused approach. We maintain trading, compliance and client support services in-house, including check deposits and disbursements.
701 Deming Way, Suite 100
Madison, WI 53717
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- (608) 827-6400
At Canopy Wealth Management, we take the time to truly get to know and understand the dynamics of your values, goals, and plans for your family, across lifetimes and generations; because no family fit
8215 Greenway Blvd
Suite 540
Middleton, WI 53562
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- (608) 662-9018
Capitol Bank is a locally-owned community bank serving businesses and consumers in Dane County. Capitol Bank has offices on Madison's west side and in Verona.
710 N. High Point Road
Madison, WI 53717
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- (608) 836-1616
5427 Eastpark Boulevard
Madison, WI 53718
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- (608) 665-0010
108 E Verona Avnue
Verona, WI 53593
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- (608) 845-0108
JPMorgan Chase & Co. (NYSE: JPM) is a global leader in financial services, serving millions of customers.
22 E Mifflin Street, Suite 100
Madison, WI 53703
- (608) 282-6565
CliftonLarsonAllen is one of the nation's leading professional services firms.
8215 Greenway Blvd., Suite 600
Middleton, WI 53562
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- (608) 662-8600
Dane County Credit Union strives to offer banking services for residents and employees of Madison, WI and surrounding countie
3394 E. Washington Avenue
Madison, WI 53703
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- (608) 256-5665
Dane County Credit Union strives to offer banking services for residents and employees of Madison, WI and surrounding counties
709 Struck Street
Madison, WI 53711
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- (608) 256-5665
Whether a small business or a professional firm, we have the products and experience to take care of your financial needs. Power of local decision making and rapid response to your banking requests.
321 N Main Street
DeForest, WI 53532
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- 608-846-3711
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- (800) 373-7600
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eCIO offers low-cost, comprehensive investment management solutions to nonprofits. eCIO's offering includes on-line board management software and on-demand portfolio reviews.
821 E. Washington Ave, Suite 200
Madison, WI 53703
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- (608) 291-4646
Fairway is committed to providing the right solution and in the process, providing outstanding customer service. By working together, YOU win!
771 Lois Drive
Sun Prairie, WI 53590
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- (608) 834-1333
First Business Bank specializes in Business Banking, including Commercial Banking and Specialty Finance, Private Wealth, and Bank Consulting services. Visit firstbusiness.bank.
401 Charmany Drive
Madison, WI 53719
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- (608) 238-8008
1241 John Q Hammons Dr, Ste 302
Madison, WI 53717
- (608) 831-3230
A full-service, financial cooperative based in Madison, Wisconsin. We serve Southwestern Wisconsin and Eastern Iowa. Our mission is to provide our members with quality, cost-effective, personalized financial services.
5325 High Crossing Boulevard
Madison, WI 53718
- (608) 282-7000
Honkamp, P.C. is a Top 10 Midwest CPA and business consulting firm in the U.S. In addition to our accounting, audit, business advisory and tax practices, we offer our clients 40+ services.
2310 Crossroads Drive, Suite 2200
Madison, WI 53718
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- (608) 850-6545
8329 Murphy Drive
Middleton, WI 53562
- (608) 203-9818
Isthmus Partners, LLC is an independent asset management firm providing comprehensive financial planning and tailored investment solutions for individuals, families and institutional clients nationwide.
1 S Pinckney St
Suite 818
Madison, WI 53575
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- (608) 729-0949
We help busy professionals in the Madison area manage their personal finances efficiently and effectively to reduce stress, simplify life and inspire confidence.
2501 W. Beltline Highway, Suite 301
Madison, WI 53713
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- (608) 819-0510
Engaged family ownership, strong values and committed associates are what you can expect from Johnson Financial Group today and for generations to come.
525 Junction Road
Madison, WI 53717
- (608) 203-3900
Klaas Financial has been in business since 1976 with offices in Northern Illinois and Southern Wisconsin. We help individuals, families and employers plan and invest for retirement.
5951 McKee Road
Suite 200
Fitchburg, WI 53719-5114
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- (608) 442-5637
Lake Ridge Bank is a locally owned bank offering a full range of personal and business banking products, as well as wealth management and investment services.
6430 Bridge Rd
Madison, WI 53713
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- (608) 223-3000
3113 W Beltline Hwy, Ste 200
Madison, WI 53713
Based in Wisconsin’s capital city since its founding in 1974, Madison is entrusted with approximately $15 billion* in assets across a suite of mutual funds, managed accounts and customized portfolios.
550 Science Drive
Madison, WI 53711
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- (608) 274-0300
634 W Main St, STE 302
Madison, WI 53703
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- (608) 310-7612
I represent a strong and secure insurance company whose goal is to use insurance to help you reach your financial goals and plan for a secure future.
106 Meadow St
Lodi, WI 53555
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- (608) 335-3167
One of the nation's oldest and largest independent financial services firms. The organization provides individualized financial planning solutions to individuals and business.
2945 Triverton Pike Drive, Ste 200
Madison, WI 53711
- (608) 271-9100
With a financial plan, you won't have to hope for the life you want, you can choose to live it. Our dedicated team of advisors will create a personalized plan so you can focus on what matters, life.
1600 Aspen Commons,Suite 800
Middleton, WI 53562
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- 608-836-3080
NVNG is an investment advisory firm offering exposure to venture capital firms and their underlying portfolio companies through fund-of-funds vehicles
551 West Main Street
2nd Floor
Madison, WI 53703
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Old National focuses on community banking by building long-term partnerships with clients and providing extensive services in retail & commercial banking, wealth management, investments & brokerage.
23 W. Main Street
Madison, WI 53703
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- (608) 843-7622
A modern, progressive and forward-leaning bank, focused on serving clients, supporting our colleagues and investing in our communities.
5990 Hwy 51
McFarland, WI 53558
- (608) 838-3141
A modern, progressive and forward-leaning bank, focused on serving clients, supporting our colleagues and investing in our communities.
733 N Main St
Oregon, WI 53575
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- (608) 835-3168
Full service, community bank, with 12 locations in the Greater Madison Area.
1815 Greenway Cross
Madison, WI 53713
- (608) 278-2801
2802 Fish Hatchery Road
Fitchburg, WI 53713
- (608) 663-5700
6701 Raymond Road
Madison, WI 53719
- (608) 663-8900
2401 S. Park Street
Madison, WI 53713
- (608) 283-6821
2693 Research Park Drive
Fitchburg, WI 53713
- (608) 663-1100
2910 Crossroads Drive
Madison, WI 53718
- (608) 240-3200
8001 Excelsior Drive
Madison, WI 53562
- (608) 826-5500
33 E. Main Street
Madison, WI 53703
- (608) 395-2500
2275 Deming Way
Madison, WI 53717
- (608) 662-9400
202 South Park Street
Madison, WI 53715
- (608) 417-6019
104 South Main Street
Verona, WI 53593
- (608) 845-0200
2679 Windsor Street
Sun Prairie, WI 53590
- (608) 825-8510
1615 Greenway Cross Suite 201
Madison, WI 53713
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- (608) 513-3696
Alliance Benefit Group is a national record-keeper and administration firm for 401(k) plans. ABG provides third party administration for bundled or open architecture 401(k) plans.
8040 Excelsior Drive #401
Madison, WI 53717
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- (608) 827-6008
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At RBC Wealth Management, we take the time to understand your goals and offer comprehensive wealth solutions to help you realize your life vision.
10 E. Doty Street, Suite 1000
Madison, WI 53703
- (608) 252-7500
Comprehensive retirement planning, financial planning and asset management for individuals and businesses.
400 Interlake Dr.
Monona, WI 53716
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- (608) 663-7676
Rock River Capital Partners was created by Andy Walker and Chris Eckstrom in 2016 with the belief that the next decade of great companies and returns will happen in the Midwest.
821 E. Washington Ave, Suite 200 F, Third Floor
Madison, WI 53703
1317 S Thompson Drive
Madison, WI 53716
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- (715) 222-2388
Savant offers investment management, financial planning and family office service to financially established individuals, trust funds, retirement plans, non-profit organizations, and fiduciaries. In
1200 John Q. Hammons Dr, Suite 101A
Madison, WI 53717
- (608) 831-1300
Bankers. Experts. Friends. Starion Financial offers full-service consumer, mortgage and business banking services throught Dane County.
1651 John Q. Hammons Drive
Middleton, WI 53562
- (608) 829-3050
A $695 million bank established in 1908, offers a full range of retail and commercial services including consumer, real estate and commercial lending.
455 S. Junction Road, #100
Madison, WI 53719
- (608) 826-3500
SuiteDynamics licenses, implements, customizes and manages NetSuite, a cloud-based ERP system, for medium to enterprise sized companies.
2913 University Ave
Madison, WI 53705
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- (608) 492-1839
At Summit, we have a passion for empowering people to improve their financial well-being. We love to help you save more, pay off debt, set goals and reduce your stress.
4800 American Parkway
Madison, WI 53718
- (608) 243-5000
Providing superior outsourcing services for employee benefit programs, including FSA, HSA, COBRA, ERISA, and FMLA- all wrapped our exclusive Audit Guarantee. Nation's #1 privately-held TPA.
2302 International Lane
Madison, WI 53704
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- (608) 241-1900
The Melanin Project is on a mission to eradicate wealth disparities for women of the Black and African diaspora. Our programs support building generational wealth through advocacy, personal empowermen
6709 Raymond Rd
Suite 127
Madison, WI 53719
Thomas Bradley Insurance - the key to securing your most valuable commercial & personal assets. We provide customers with the best possible combination of customer service, insurance coverage & compe
1001 Fourier Drive, #100
Madison, WI 53717
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- (608) 845-7979
2608 Monroe Street
Madison, WI 53711
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- (608) 673-6130
4626 S Biltmore Ln
Madison, WI 53718
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- (608) 237-1888
We are a full-service community bank located downtown on the Square. Our goal is to provide unparalleled service, serving all of Dane County.
10 W. Mifflin Street
Madison, WI 53703
- (608) 282-4840
1 S. Pinckney Street
Madison, WI 53703
- (608) 252-4000
UW Credit Union offers comprehensive financial services including checking and savings accounts, credit cards, mortgages, auto loans, student loans, investments and more.
3500 University Avenue
Madison, WI 53705
- (608) 232-5000
Venture Investors seeks the next big things in healthcare. Based in the Midwest with open access to renowned research universities, and the vibrant communities that surround them, we target, uncover, and invest in extraordinary ideas that will shape the future of health and wellness. With decades of proven success, we’re fueling the future of what’s driving healthcare. Today, we have $275 million in assets under management.
510 Charmany Drive, Suite 250
Madison, WI 53719
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- (608) 441-2700
Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations.
10 Terrace Court
Suite 103
Madison, WI 53718
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- (608) 416-4395
A diversified financial services company providing banking, insurance, investments, mortgage and consumer finance through North America and internationally.
2 E Mifflin Street
Suite 1
Madison, WI 53703
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- (608) 280-7420
Madison credit card and electronic payment processing company, providing data security, gift cards, E-commerce and POS solutions to businesses large and small.
65 Buttonwood Court
Madison, WI 53718
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- (608) 243-3264
At Wisconsin Bank & Trust, our team of experts is invested in your financial well-being and overall satisfaction as a client.
119 Junction Road
Madison, WI 53717
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- (608) 203-1200
Wisconsin Financial Group, Inc. was founded in 1932 with the mission of providing individuals and businesses with more effective methods for managing their personal and business financial resources.
2923 Marketplace Drive, Suite 210
Madison, WI 53719
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- (608) 274-9110
