Finance & Insurance
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
American Family Insurance, Madison's only Fortune 500 company, provides auto, home, life, health and commercial insurance protection to millions of policyholders. Local employment exceeds 3,600.
6000 American Parkway
Madison, WI 53783
- (608) 249-2111
Independent insurance agency serving south central Wisconsin since 1991. Providing home, auto, business and employee benefit coverage.
2901 W. Beltline Highway, Suite 202
Madison, WI 53713
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- (608) 831-9700
- (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
Full-service third-party administrator of health benefit plans, utilizing ''cutting edge'' technology to help employers provide quality benefit plans to their employees at a cost-effective price.
2450 Rimrock Road, Suite 301
Madison, WI 53713
- (608) 273-1776
Full service Insurance Agency offering Auto, Home, Business, Life, Group Benefits, Health and Dental. Better Advice, Better Choices.
9701 Brader Way
Middleton, WI 53562
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- (608) 830-5800
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
Baker Tilly Virchow Krause is the full-service accounting and advisory firm whose specialized professionals connect with you through refreshing candor and clear industry insight.
10 Terrace Court
Madison, WI 53718
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- (608) 249-6622
2001 W. Beltline Highway, Suite 220
Madison, WI 53713
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- (608) 834-5580
1 Erdman Place, Suite 400
Madison, WI 53717
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- (608) 831-8500
Accounting and consulting services in the telecommunications, real estate, manufacturing, service and other businesses.
8517 Excelsior Drive, #301
Madison, WI 53717
- (608) 664-9110
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
10 E. Doty Street, Suite 620
Madison, WI 53703
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- (715) 536-5577
Specialized Boutique Staffing Firm that focuses on placing accounting, finance, IT, and administrative professionals on a contract, contract-to-hire, and direct-hire basis.
406 Science Drive, Suite 408
Madison, WI 53711
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- (608) 237-6700
Cottingham & Butler is the 25th largest insurance broker in the US and a recognized leader in offering innovative property & casualty and employee benefit insurance solutions.
2323 Crossroads Drive
Suite 220
Madison, WI 53718
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- (608) 467-5050
CUNA Mutual is the leading provider of insurance and financial services to credit unions and their members nationwide.
5910 Mineral Point Road
Madison, WI 53705
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
Dean Health Plan is part of SSM Health, a St. Louis-based integrated health system that includes SSM Health St. Mary's Hospital - Madison and Janesville, and SSM Health St. Clare Hospital - Baraboo.
1277 Deming Way
Madison, WI 53717
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- (608) 828-1301
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The mission of Delta Dental of Wisconsin is to improve oral health and wellness by extending access to care, advancing science, and supporting an effective oral-health workforce.
525 Junction Road
Madison, WI 53717
- (608) 831-7142
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
2017 Winnebago Avneue
Madison, WI 53704
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- (608) 249-2716
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
Outsourced Accounting, CFO, and HR solutions
16 N. Carroll Street, Suite 700
Madison, WI 53703
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- (877) 535-1183
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
Controlling your total cost of risk and supporting services and providing insurance solutions for Business, Bonds, Benefits, Life, Disability Health, Long-Term Care, Home & Auto Packages.
700 Regent Street
Madison, WI 53715
- (608) 257-3795
Founded in 1986, Health Tradition Health Plan is an independent HMO that utilizes innovative solutions to manage costs and keep our members active, happy, and healthy.
45 Nob Hill Road
Madison, WI 53713
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- (877) 832-1823
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
2801 Coho Street, Suite 200
Madison, WI 53713
- (608) 310-7080
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
A full service CPA firm providing a full range of accounting, tax, payroll and human resources services to our clients.
6200 Mineral Point Road, Suite 100
Madison, WI 53705
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- (608) 824-3002
We offer tax planning and tax preparation, payroll services, QuickBooks support & business accounting advice. We help you start & operate a small business; including bookkeeping & financial reporting.
3220 Syene Road, Suite 201
Madison, WI 53713
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- (608) 819-8567
Founded in 1968, M3 is an independent insurance agency that provides insurance solutions in the areas of employee benefits, property & casualty and financial services.
828 John Nolen Drive
Madison, WI 53713
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- (608) 273-0655
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
Certified Public Accountants and Consultants
2349 Deming Way, Suite 300
Middleton, WI 53562
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- (608) 826-1900
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
Preneed, individual life and annuities, long term care, Medicare Supplement, estate and funeral prefunding planning insurance
Two E. Gilman Street
Madison, WI 53703
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- (608) 257-5611
Neckerman Insurance is the longest-serving independent insurance agency in Madison, having been in business for 100 years. Neckerman provides insurance advice and products for businesses and families.
6200 Mineral Point Road
Madison, WI 53705
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- (608) 238-2686
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
NSI, a division of West Bend Mutual Insurance Company has been providing specialty lines property/casualty insurance products and The Silver Lining in the Madison area since 1999.
1255 Fourier Drive, Suite 500
Madison, WI 53717
- (608) 410-3410
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
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- (608) 222-8674
Physicians Plus offers a wide variety of plans and the area's broadest provider network to provide individuals and groups with value-based health insurance.
2650 Novation Parkway
Madison, WI 53713
- (608) 282-8900
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
QBE North America Operations is a division of QBE Insurance Group Limited, one of the world's 20 largest insurance and reinsurance companies.
1 General Drive
Sun Prairie, WI 53596
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- (608) 837-4440
- (800) 362-3310
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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
RSM US LLP is a leading provider of audit, tax and consulting services focused on the middle market. We guide our clients through business challenges by understanding their needs and bring
8020 Excelsior Drive, Suite 100
Madison, WI 53717
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- (608) 833-2612
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
5702 Claredon Drive
Madison, WI 53711
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- (608) 270-6286
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
Multi-line Insurance Agency. Contact me for more information about our free Business Accelerator program to help you grow your business. This is a free service from American Family. You don't have to be an American Family customer to take advantage of this program.
1633 Thierer Road
Madison, WI 53704
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- (608) 249-2184
WEA Trust is a not-for-profit organization based in Madison that provides insurance to Wisconsin public employees and their families.
45 Nob Hill Road
Madison, WI 53713
- (800) 279-4000
Providing solutions in the areas of accounting, auditing, payroll, and tax and management consulting to businesses, individuals, and non-profits.
2921 Landmark Place, Suite 300
Madison, WI 53713
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- (608) 274-4020
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
2501 W. Beltline Highway, Suite 401
Madison, WI 53713
- (608) 274-1980
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
Underwriter of auto, home, affinity program for educators, recreational vehicles, farm, dwelling fire, inland marine, commercial auto, habitational, artisan contractors, mercantile & office risks.
8201 Excelsior Drive
Madison, WI 53717
- (608) 836-4663
WPS Health Solutions is a nationally regarded government contractor and Wisconsin’s leading not-for-profit health insurer.
1717 W. Broadway
Madison, WI 53713
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- (608) 977-5000
