Corporate finance and investment planning in Oconomowoc, Wisconsin

Baird Private Wealth Management is a leading finance institution located at 1245 Corporate Center Drive in Oconomowoc, Wisconsin, United States. With a focus on providing personalized financial solutions, Baird offers a wide range of services including investment management, financial planning, and wealth preservation. Their team of experienced advisors work closely with clients to understand their unique financial goals and create tailored strategies to help them achieve long-term success. Baird Private Wealth Management is dedicated to providing top-notch service and expertise to individuals and families looking to secure their financial future.

Benjamin Tamms - Thrivent is a finance institution located at 1227 Corporate Center Drive, Oconomowoc, Wisconsin, United States. Capstone Financial Group, a part of Thrivent, offers Dedicated Planning Services to help individuals work towards their financial goals and dreams. The team at Capstone strives to provide comprehensive and personalized financial strategies that align with the values and aspirations of their clients. With a focus on the "retirement red zone," Capstone aims to assist those nearing or in retirement. Thrivent believes in using money as a tool, not a goal, and is committed to providing financial advice, investments, insurance, banking, and generosity programs to help individuals make the most of their resources. Additionally, Thrivent is involved in charitable initiatives such as partnering with Habitat for Humanity and hosting food drives. By becoming a member of Thrivent, individuals become part of a community dedicated to looking out for others and living a more meaningful life. Thrivent does not provide legal, accounting, or tax advice, but offers guidance through its Financial Planning Framework and Dedicated Planning Services. Insurance products, securities, and investment advisory services are provided by licensed financial advisors and professionals at Thrivent.

Greg Buxa - Thrivent is a finance institution located at 1227 Corporate Center Drive, Oconomowoc, Wisconsin, United States. Capstone Financial Group, a part of Thrivent, offers Dedicated Planning Services to help clients achieve their financial goals and dreams. The institution was launched in March 2020 by four experienced financial advisors. Specializing in serving clients in the "retirement red zone", Capstone aims to provide comprehensive and personalized financial strategies. Thrivent believes in using money as a tool, not a goal, and is committed to providing financial advice, investments, insurance, banking, and generosity programs. Membership at Thrivent offers access to tools and resources to give back to the community and live a more meaningful life. The institution also partners with organizations like Habitat for Humanity and hosts events like food drives to support local communities. Thrivent financial advisors provide advice and guidance through a Financial Planning Framework and offer Dedicated Planning Services for a fee. It is important to consult legal, accounting, or tax professionals for specific advice. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser. Visit Thrivent.com for more information about the institution and its services.

Lane Albrecht - Thrivent is a finance institution located at 1227 Corporate Center Drive in Oconomowoc, Wisconsin, United States. The institution, known as Capstone Financial Group, offers Dedicated Planning Services to help individuals work towards their financial goals and dreams. Their team of experienced financial advisors can assist with retirement planning, family protection, and legacy planning. Capstone aims to provide clients with a comprehensive and collaborative financial planning experience that honors their values, family, and community. Founded in March 2020 by four long-term financial advisors, Capstone specializes in serving clients in the "retirement red zone." They strive to help individuals achieve financial clarity and confidence as they work towards their goals. The institution offers flexible advice approaches and customized strategies to meet the unique needs of each client.

Jones, Wesley R CPA is an accounting and finance institution located at 1040 Oconomowoc Parkway in Oconomowoc, Wisconsin, United States. They offer investment advisory services through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. Jones, Wesley R CPA is a member of CLA Global, an international organization of independent accounting and advisory firms. They are committed to providing high-quality financial services and advice to their clients. Please note that CLA Global Limited does not practice accountancy or provide services to clients. Jones, Wesley R CPA is not liable for the acts or omissions of any other member firm in the CLA Global network. Visit Jones, Wesley R CPA for expert financial guidance and support.