Financial literacy education in Madison, Wisconsin
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EnRich Financial Partners LLC
● ClosedEnRich Financial Partners LLC is a finance institution located at 6502 Grand Teton Plaza in Madison, Wisconsin, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, we offer personalized solutions tailored to your unique needs. Trust EnRich Financial Partners LLC to provide expert guidance and support as you navigate the complexities of the financial world.
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Bret Sullivan - COUNTRY Financial Representative
● ClosedBret Sullivan - COUNTRY Financial Representative is a trusted finance and insurance agency located at 4638 South Biltmore Lane in Madison, Wisconsin, United States. As a representative of COUNTRY Financial, Bret Sullivan provides personalized financial planning and insurance solutions to help individuals and families achieve their financial goals and protect what matters most to them. With a commitment to integrity and exceptional customer service, Bret Sullivan is dedicated to helping clients secure their financial future and provide peace of mind. Contact Bret Sullivan - COUNTRY Financial Representative today to schedule a consultation and start planning for a secure financial future.
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Graduate School of Banking at University of Wisconsin - Madison
● OpenThe Graduate School of Banking at University of Wisconsin - Madison, located at 4721 South Biltmore Lane in Madison, Wisconsin, has been a leader in banking education since 1945. As a university institution, we are dedicated to educating professionals and creating leaders in the banking industry. Our flagship 25-month leadership school offers core courses in finance, marketing, management, and the current banking environment, with electives to customize your learning experience. Graduates receive the prestigious Certificate of Executive Leadership from the Wisconsin School of Business Professional and Executive Development. We offer a variety of programs, including the GSB Online Seminar Series, designed to meet the learning needs of busy financial professionals. Our programs cover a range of topics, from IT security to HR management, and are led by industry experts. We also offer scholarships totaling nearly $250,000 annually to support our students.
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Techskills Madison
● OpenTechskills Madison is a leading institution located at 5100 Eastpark Boulevard in Madison, Wisconsin, United States. We specialize in providing comprehensive education and training for individuals looking to start a career in Information Technology (IT). At Techskills Madison, we cover everything you need to know to succeed in the IT industry, whether you are just beginning your journey or looking to advance your skills. From understanding the physical components of computer systems to mastering essential programs and software, we ensure that our students are well-equipped to excel in the field.
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UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a renowned finance institution located at 8020 Excelsior Drive in Madison, Wisconsin, United States. With a strong reputation for providing top-notch financial services, UBS offers a wide range of wealth management, investment banking, asset management, and other financial solutions to clients. Their team of experienced professionals are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, UBS Financial Services Inc. is committed to providing personalized, high-quality services to meet your needs.
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J Poels Financial
● ClosedJ Poels Financial is a finance and insurance agency located at 7633 Ganser Way in Madison, Wisconsin, United States. We value your interest in our services and understand the importance of finding a trustworthy investment advisory and financial planning firm. Our firm prides itself on maintaining independence to provide high quality, unbiased advice to our clients. On our website, you can explore the professional services we offer, including complimentary options and sample illustrations to showcase how we can add value to your financial planning. We are licensed for securities and investment advisory business in multiple states across the United States, as well as insurance in Wisconsin.
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Edward Jones - Financial Advisor: Brian Reetz
● OpenEdward Jones - Financial Advisor: Brian Reetz is a reputable finance institution located at 601 Junction Road in Madison, Wisconsin, United States. As a trusted financial advisor, Brian Reetz provides personalized and comprehensive financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Brian Reetz is dedicated to helping individuals and families navigate their financial journey with confidence and peace of mind.
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Stan Jahn - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenStan Jahn - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 7617 Mineral Point Road in Madison, Wisconsin, offers a range of financial services and expertise. Stan Jahn holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his commitment to providing top-notch financial advice. With a focus on asset management, retirement planning, estate planning, and investment strategies, Stan Jahn is equipped to help individuals, retirees, small business owners, and high net worth clients achieve their financial goals. Whether you need assistance with portfolio management, insurance products, or planning for end-of-life needs, Stan Jahn has the knowledge and skills to guide you through the process. Additionally, Stan Jahn is a Certified Divorce Financial Analyst, demonstrating his expertise in navigating the financial complexities of divorce. Trust Stan Jahn to provide personalized and comprehensive financial planning services tailored to your unique needs.
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John Williams - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJohn Williams is a Financial Advisor at Ameriprise Financial Services, LLC located at 1110 Fourier Drive in Madison, Wisconsin, United States. John holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate John's expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, and more. John is dedicated to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.
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Tranquil Lakes Investment Advisors - Ameriprise Financial Services, LLC
● ClosedTranquil Lakes Investment Advisors - Ameriprise Financial Services, LLC is a trusted finance institution located at 725 Heartland Trail in Madison, Wisconsin, United States. They have been recognized as one of the Most Trustworthy Companies in America 2023 by Newsweek. The institution offers complimentary initial consultations to discuss individual goals such as retirement, education, or major purchases. They provide personalized investment recommendations based on risk tolerance and goals, and regularly review progress to make adjustments as needed. Clients can easily access their investments and track progress online from any device. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations outlined by FINRA. The institution cannot guarantee future financial results, but is dedicated to helping clients achieve their financial goals. They prioritize privacy and security, and appreciate referrals to help others achieve financial success.
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Innovative Financial
● OpenInnovative Financial is a leading finance institution located at 18 U.S. 12 in Madison, Wisconsin, United States. We specialize in providing innovative financial solutions to individuals and businesses, helping them achieve their financial goals. Our team of experienced professionals is dedicated to providing top-notch services and personalized advice to our clients. Whether you need assistance with investments, loans, or financial planning, Innovative Financial is here to help you navigate the complex world of finance with expertise and care. Visit us today to see how we can help you secure your financial future.
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Casey St Henry - Thrivent
● ClosedCasey St Henry - Thrivent is a finance institution located at 160 South Madison Avenue in Sturgeon Bay, Wisconsin, United States. Our team of financial experts is dedicated to helping our clients achieve their financial goals and secure their future. We offer a range of financial services including investment planning, retirement planning, insurance, and more. With a focus on personalized service and financial education, Casey St Henry - Thrivent is committed to helping our clients make informed decisions and build a solid financial foundation. Visit us today to learn more about how we can help you plan for a secure financial future.
160 S Madison Ave, Sturgeon Bay, WI 54235, United StatesAdvertisements -
Goodman Community Center
● ClosedGoodman Community Center is a non-profit organization located at 214 Waubesa Street in Madison, Wisconsin. The center serves as a hub for community engagement, offering a wide range of programs and services for individuals of all ages. From early childhood education and after-school programs to senior services and community events, Goodman Community Center is dedicated to promoting wellness, education, and social connections for residents in the Madison area. With a mission to build a strong, vibrant community, the center provides a welcoming and inclusive space for all to come together and thrive.
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Office of Child Care and Family Resources
● ClosedThe Office of Child Care and Family Resources is a dedicated institution located at 611 Eagle Heights Drive in Madison, Wisconsin, United States. This organization provides essential support and resources for families and caregivers in need of childcare services. Their mission is to ensure the well-being and development of children by promoting access to quality care and educational opportunities. With a team of experienced professionals, the Office of Child Care and Family Resources strives to create a nurturing and safe environment for children to thrive and grow. Whether you are a parent looking for childcare options or a caregiver seeking assistance, this institution is committed to helping families navigate the complex world of childcare with compassion and expertise.
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Richland County UW Extension Office
● ClosedThe Richland County UW Extension Office, located at 1000 U.S. 14 in Richland Center, Wisconsin, is a university institution that provides outreach education to the residents of Richland County. As part of the statewide engagement arm of UW-Madison, the Division of Extension aims to extend university knowledge to every corner of the state. With a network of educators and specialists, the institution addresses various challenges faced by residents, from agriculture to nutrition education, parenting, finances, and more. The Extension Institute of Agriculture works with individuals to achieve better results on farms and fields, while the Extension Institute of Human Development & Relationships provides tools for individuals and families to thrive. Additionally, the institution offers programs such as 4-H for youth leadership development, food business tips, plant diagnostic courses, and webinars on various topics. By connecting people with the University of Wisconsin, the Richland County UW Extension Office aims to transform lives and communities.
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Wisconsin Association of School Business Officials
● ClosedThe Wisconsin Association of School Business Officials is a professional organization located at 4797 Hayes Road in Madison, Wisconsin, United States. This institution is dedicated to supporting and promoting excellence in school business management. Members of this association work together to ensure that schools have the resources and financial management they need to provide high-quality education to students. With a focus on professional development, networking, and advocacy, the Wisconsin Association of School Business Officials plays a crucial role in the success of schools across the state.
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Summit Credit Union
● ClosedSummit Credit Union is a trusted financial institution located at 1799 Thierer Road in Madison, Wisconsin. As a member-owned cooperative, Summit Credit Union offers a wide range of banking services, including savings and checking accounts, loans, mortgages, and investment options. With a focus on providing personalized financial solutions and excellent customer service, Summit Credit Union is committed to helping individuals and families achieve their financial goals. Additionally, Summit Credit Union provides convenient ATM services for easy access to cash withdrawals and account management. Whether you're looking to save for the future, purchase a home, or grow your wealth, Summit Credit Union is here to support you every step of the way.
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UW Credit Union - Corporate Office
● ClosedLocated at 8033 Excelsior Drive in Madison, Wisconsin, the UW Credit Union Corporate Office is a financial institution dedicated to helping its members achieve their financial goals. With a focus on putting their values to work for the benefit of all, the credit union offers expert advice and financial support from local specialists. Members can access digital banking solutions created by UW Credit Union's in-house team of engineers and developers, allowing for innovative and intuitive ways to manage money anytime, anywhere. Whether you're in need of assistance or simply looking to explore new financial tools, UW Credit Union is there to support you every step of the way.
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UW Credit Union
● ClosedUW Credit Union, located at 3750 University Avenue in Madison, Wisconsin, is a trusted financial institution that is dedicated to helping its members achieve their financial goals. As a bank and finance institution, UW Credit Union offers expert advice and support from local specialists who are committed to putting their values to work for the benefit of all members. With a focus on digital banking solutions, UW Credit Union's in-house team of engineers and developers have created innovative and intuitive ways for members to manage their money anytime, anywhere. Whether you are in need of financial support or simply want to explore new ways to enhance your banking experience, UW Credit Union is there to provide personalized assistance and guidance.
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Lisa Barry
● OpenLocated at 333 South Westfield Road in Madison, Wisconsin, Lisa Barry is a finance institution specializing in mortgage loans. Lisa Barry, a Mortgage Loan Officer at Old National Bank, is dedicated to helping clients find a mortgage amount that fits their budget. By signing up for their popular money tips, clients can stay informed about financial opportunities and strategies. Please note that by accessing their website, you may be redirected to a third-party site. To protect your privacy, you have the option to opt-out of the sale of your personal information. For more information on managing your privacy choices, refer to the California Consumer Privacy Disclosures on their Privacy information page.
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UW Credit Union
● ClosedUW Credit Union, located at 4101 Commercial Avenue in Madison, Wisconsin, is a trusted financial institution dedicated to helping members achieve their financial goals. As a bank and finance institution, UW Credit Union values putting the needs of its members first, offering expert advice and support from local specialists. With a focus on digital banking solutions, UW Credit Union's in-house team of engineers and developers create innovative and intuitive ways for members to manage their money anytime, anywhere. Whether you're in need of financial support or simply looking for a reliable banking partner, UW Credit Union is there for you.
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Summit Credit Union
● ClosedSummit Credit Union is a financial institution located at 4800 American Parkway in Madison, Wisconsin, United States. As a member-owned cooperative, Summit Credit Union offers a range of financial services including savings accounts, loans, and credit cards. With a focus on providing personalized and convenient banking solutions, Summit Credit Union also offers ATM services for easy access to funds. Whether you're looking to save for the future or secure a loan for a major purchase, Summit Credit Union is dedicated to helping you achieve your financial goals.
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Conscious Capital Management LLC
● ClosedConscious Capital Management LLC, located at 8383 Greenway Boulevard in Middleton, Wisconsin, is a finance institution that specializes in financial planning, investment management, and providing advice and guidance to clients. As an independent, fiduciary, fee-only investment firm, our loyalty is to our clients, ensuring that we always act in their best financial interests. With over two decades of experience managing investments, we have the knowledge and expertise to navigate the ups and downs of the markets. We are committed to expanding financial literacy and demystifying the secrets of investing, offering tips and suggestions based on proven financial principles. At Conscious Capital Management, we believe that your values should align with your financial decisions. That's why we offer sustainable, responsible, impact (SRI) portfolios that integrate Environmental, Social, and Governance (ESG) factors into the investment analysis process.
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Arrow Advisors
● ClosedArrow Advisors is a leading finance institution located at 8010 Excelsior Drive in Madison, Wisconsin, United States. Our team of experienced advisors provide comprehensive financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Arrow Advisors has the expertise to guide you towards a secure financial future. Contact us today to schedule a consultation and see how we can help you navigate the complexities of the financial world.
8010 Excelsior Dr # 200, Madison, WI 53717, United StatesAdvertisements -
Wealth & Wisdom of WI LLC
● ClosedWealth & Wisdom of WI LLC is a premier financial institution located at 8201 Mayo Drive in Madison, Wisconsin, United States. Specializing in providing expert financial advice and services, our team of professionals is dedicated to helping clients build and preserve their wealth. With a focus on education and empowerment, we strive to provide our clients with the knowledge and tools they need to make informed financial decisions. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Wealth & Wisdom of WI LLC is here to help you achieve your financial goals.
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Liberty Bell Strategies
● ClosedLiberty Bell Strategies is a finance institution located at 301 South Blount Street in Madison, Wisconsin, United States. We specialize in helping individuals and small businesses take control of their finances and make informed decisions. Our team of financial planners are dedicated to acting in your best interest, ensuring that you feel empowered and confident in your financial choices. Whether you need assistance with budgeting, investing, or starting/growing a small business, Liberty Bell Strategies is here to help you achieve your financial goals.
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Wealth Building Cornerstones
● OpenWealth Building Cornerstones is a leading financial institution located at 2923 Marketplace Drive in Madison, Wisconsin, United States. Our mission is to provide individuals with the knowledge and tools needed to build and secure their financial future. With a team of experienced financial advisors and experts, we offer a range of services including investment planning, retirement planning, wealth management, and financial education. Whether you are just starting out on your financial journey or looking to grow your wealth, Wealth Building Cornerstones is here to help you achieve your goals. Visit us today to learn more about how we can help you build a solid financial foundation for a secure future.
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Stacy Hagenston - Old National Investments
● OpenStacy Hagenston - Old National Investments is a reputable finance institution located at 25 West Main Street in Madison, Wisconsin, United States. With a strong focus on providing personalized investment solutions for individuals and businesses, Stacy Hagenston - Old National Investments is dedicated to helping clients achieve their financial goals. The team of experienced professionals at this institution offers a wide range of investment services, including wealth management, retirement planning, and asset allocation. Whether you are looking to grow your wealth or plan for the future, Stacy Hagenston - Old National Investments is committed to providing expert guidance and support every step of the way.
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Kim Barfknecht - Old National Investments
● OpenKim Barfknecht - Old National Investments is a renowned finance institution located at 25 West Main Street in Madison, Wisconsin, United States. With a strong reputation for providing top-notch financial services and expert investment advice, Kim Barfknecht and her team at Old National Investments are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Kim Barfknecht - Old National Investments is here to provide you with personalized solutions and exceptional customer service.
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American Investment Advisors, Inc.
● ClosedAmerican Investment Advisors, Inc. is a leading finance institution located at 3330 University Avenue in Madison, Wisconsin, United States. With a team of experienced financial experts, we provide comprehensive investment advice and strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or looking to grow your wealth, our team is dedicated to providing personalized solutions tailored to your specific needs. Contact us today to learn more about how American Investment Advisors, Inc. can help you secure your financial future.
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