Financial Services & Banking
At Investment Professionals, our goal is to provide small to midsize companies with a retirement that gives participants the tools they need to meet their financial goals.
114 East Main Street, Suite 213
Waunakee, WI 53597
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- (608) 210-1403
- (608) 284-0120
2501 International Lane
Madison, WI 53704
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- (608) 733-2500
8040 Excelsior Drive
Madison, WI 53717
- (608) 259-3600
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
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
- (608) 827-6400
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
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 counties
2160 Rimrock Road
Madison, WI 53713
- (608) 256-5665
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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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
With nearly a century of experience, Edward Jones has more than 49,000 associates across the US and Canada and makes a difference in the lives or more than 7 million clients.
6411 Mineral Pont Road
Madison, WI 53705
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- (608) 515-4637
515 S. Midvale Boulevard
Madison, WI 53711
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- (608) 630-8456
4750 S. Biltmore Lane
Madison, WI 53718
- (866) 912-4800
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
- (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
2501 Parmenter Street, Suite 100A
Middleton, WI 53562
- (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
Home Savings Bank is a true community bank; your deposits stay working in our community at a level recognized by the FDIC as Outstanding for community reinvestment.
2 S. Carroll Street
Madison, WI 53703
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- (608) 282-6000
Honkamp Krueger & Co., P.C. is a Top 100 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.
251 Progress Way, Suite 200
Waunakee, WI 53597
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- (608) 850-6545
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
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
- (608) 274-0300
634 W Main St, STE 302
Madison, WI 53703
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- (608) 310-7612
Monona State Bank's experienced associates take time to understand your personal and business goals and offer financial products and services to meet your investment needs.
5515 Monona Drive
Monona, WI 53716
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- (608) 223-3000
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
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.
25 W. Main Street
Madison, WI 53703
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- (608) 354-0878
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
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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
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
- (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
Resonant is a private, independent, Registered Investment Advisor firm providing financial planning, wealth and asset management and family office services to individual and institutional clients.
33 E. Main Street, Suite 440
Madison, WI 53703
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- (608) 733-6220
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
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
Stafford Financial Consulting Group, LLC (SFCG) is a full-service consulting, insurance brokerage, and investment advisory firm.
2501 W. Beltline Hwy, Suite 201
Madison, WI 53713
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- (608) 441-3035
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 Rd, #100
Madison, WI 53719
- (608) 826-3500
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
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
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
2810 Crossroads Drive, Suite 4800
Madison, WI 53718
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- (608) 567-9134
505 S. Rosa Road, Suite 201
Madison, WI 53719
- (608) 441-2700
A diversified financial services company providing banking, insurance, investments, mortgage and consumer finance through North America and internationally.
1241 John Q Hammons Dr., Suite 501
Madison, WI 53717
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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
