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TOP 30 Financial literacy in Wisconsin
41 results found
A convenient service for searching for businesses, places and services
Financial Matters
Financial Matters is a leading finance institution located on Tamarack Drive in Oconomowoc, Wisconsin, United States. We specialize in providing expert financial advice and solutions to individuals and businesses looking to manage their money effectively. Our team of experienced professionals are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, retirement planning, or budgeting, Financial Matters is here to guide you every step of the way. Trust us to handle all your financial matters with care and expertise.
LeClair Financial Services LLC
LeClair Financial Services LLC is a reputable finance and insurance agency located at 130 South Stevens Street in Rhinelander, Wisconsin, United States. With a team of experienced professionals, we provide a wide range of financial services including investment planning, retirement planning, and insurance solutions tailored to meet our clients' needs. Our commitment to excellence and personalized service sets us apart in the industry, ensuring that our clients receive the best possible guidance and support for their financial goals. Visit us today to learn more about how LeClair Financial Services LLC can help secure your financial future.
Northern Financial Services
Northern Financial Services is a reputable accounting and finance institution located in the heart of Lakewood, Wisconsin. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the surrounding area. Whether you need help with tax preparation, investment management, or financial planning, we are here to assist you every step of the way. Visit us at 15630 Wisconsin 32 to see how we can help you achieve your financial goals.
Thrivent Financial-Lutherans
Thrivent Financial-Lutherans is a finance institution located at 2150 Carls Park Road in Mercer, Wisconsin, United States. We believe that everyone deserves a financial plan they can be confident about, which is why we offer a range of resources and services to help you achieve your financial goals. Our team of financial advisors will work with you to understand your unique situation and create a personalized plan that prioritizes what matters most to you. Whether you are just starting out, building a foundation, or nearing retirement, we are here to help you navigate the challenges and opportunities that life presents. Our free virtual coaching service, Money Canvas™, empowers you to build healthier money habits at your own pace. Additionally, we offer charitable planning options and generosity programs to help you give back to your community. Thrivent is a Fortune 500 organization with $162 billion in assets under management/advisement. Our goal is to help you achieve clarity, confidence, and live a more meaningful and generous life. Contact us today to schedule a free intro appointment with a financial advisor who can answer all of your questions.
EnRich Financial Partners LLC
EnRich 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.
Harper Insurance & Financial Literacy Group
Harper Insurance & Financial Literacy Group, located at 1923 63rd Street in Kenosha, Wisconsin, is a trusted insurance agency dedicated to providing top-notch coverage to protect what matters most in life. As an Independent agency, we have the flexibility to work with a variety of top carriers to find the best insurance options for our customers. Our services include auto, home, and life insurance for residents of Wisconsin and Illinois, including Kenosha, Chicago, and Lake County. Let us help you find the perfect coverage to suit your exact needs and give you peace of mind.
Harper Tax & Financial Literacy Group
Harper Tax & Financial Literacy Group is a leading institution specializing in accounting and finance services. Located at 1923 63rd Street in Kenosha, Wisconsin, United States, our team of experienced professionals is dedicated to providing expert advice and guidance to help individuals and businesses achieve their financial goals. From tax preparation and planning to investment strategies and financial education, we offer a comprehensive range of services to meet our clients' needs. Trust Harper Tax & Financial Literacy Group for all your accounting and financial needs.
Family Financial Group inc
Family Financial Group Inc is a leading finance and insurance agency located at 500 North Holmen Drive in Holmen, Wisconsin. Our team of experienced professionals is dedicated to helping families achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to provide personalized solutions tailored to your specific needs. Trust Family Financial Group Inc to secure your financial future and provide peace of mind for you and your loved ones.
Jessie Saavedra: Primerica - Financial Services
Jessie Saavedra: Primerica - Financial Services is an insurance agency located at 3555 South 27th Street in Milwaukee, Wisconsin, United States. Specializing in providing financial services, the institution offers a range of insurance products and investment opportunities to help individuals secure their financial future. With a focus on personalized service and tailored solutions, Jessie Saavedra: Primerica - Financial Services is committed to helping clients achieve their financial goals and protect their assets.
Financial Literacy Center
The Financial Literacy Center, located at 800 West Main Street in Whitewater, Wisconsin, is a leading institution dedicated to providing education and resources to improve financial literacy among individuals and communities. Our expert team offers a wide range of programs, workshops, and resources to help individuals better understand and manage their finances. Whether you are looking to learn the basics of budgeting, investing, or planning for retirement, our center is here to support you on your financial journey. Join us at the Financial Literacy Center and take control of your financial future today.
Empowering Wealth Financial Coaching
Empowering Wealth Financial Coaching, located at 21005 Watertown Road in Waukesha, Wisconsin, is dedicated to providing individuals with the motivation, accountability, education, and tools needed to take control of their business and personal finances. Whether you are an entrepreneur looking for one-on-one coaching or interested in group courses and e-learning options, Empowering Wealth Financial Coaching has you covered. Our institution believes in spotlighting the importance of financial literacy through personalized coaching sessions and resources. We also offer insights into the financial impact of major life events such as starting a family or changing careers. Take the first step towards financial empowerment and success with Empowering Wealth Financial Coaching.
Racine Financial Empowerment Center
The Racine Financial Empowerment Center, located at 500 Wisconsin Avenue in Racine, Wisconsin, offers free one-on-one financial counseling to all residents of the city. Our professional counselors are trained and certified by the National Foundation for Credit Counseling, and are dedicated to helping you achieve your financial goals. Whether you need assistance with debt reduction, credit improvement, budgeting, savings, or accessing financial products, our team is here to support you every step of the way. We have established relationships with local financial institutions to help you access mainstream banking services and improve your financial literacy. Schedule an appointment with one of our counselors today to start your journey towards a brighter financial future. Services are free and available to all residents regardless of income. Join us at the Racine Financial Empowerment Center and take control of your finances today.
J Poels Financial
J 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.
Kave Family Financial
Kave Family Financial is a reputable finance institution located at N7W23765 Bluemound Road in Waukesha, Wisconsin, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help individuals and families achieve their financial goals. Whether you are looking to invest, save for the future, or secure a loan, Kave Family Financial is here to help. Visit us today to learn more about our services and how we can assist you in managing your finances effectively.
Brian Prom - Financial Advisor, Ameriprise Financial Services, LLC
Brian Prom, a financial advisor at Ameriprise Financial Services, LLC, located at 300 North Corporate Drive in Brookfield, Wisconsin, is dedicated to helping clients prepare for their financial goals. Recognized as the overall winner in the wealth manager category in Kiplinger Readers’ Choice Awards 2023, Brian Prom offers personalized financial advice to help clients feel more confident and in control of their financial lives. With a focus on multi-generational financial planning, Brian Prom ensures that the entire family is involved in discussions about their unique financial priorities. By emphasizing financial literacy and crafting personalized financial strategies, Brian Prom helps clients plan for education, retirement, and personal investments.
Paul Jackson - Branch Manager, Ameriprise Financial Services, LLC
Paul Jackson - Branch Manager, Ameriprise Financial Services, LLC, located at 300 North Corporate Drive, Brookfield, Wisconsin, United States, offers personalized financial advice to help clients achieve their goals. With a focus on multi-generational financial planning, the institution ensures that every family member's unique aspirations are addressed. Through meaningful conversations and an emphasis on financial literacy, clients are empowered to make informed decisions for their future. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser. Paul Jackson is registered to conduct securities business in certain states. Clients can expect a tailored financial planning experience and a commitment to helping them secure a more confident financial future.
Financial Planning Association of Wi
The Financial Planning Association of Wisconsin is a professional organization located at 1702 Ashlawn Lane in Waunakee, Wisconsin. As a finance institution, they provide resources and support for financial planners in the state of Wisconsin. Members of the association have access to networking opportunities, continuing education, and industry updates to help them stay current in their field. Whether you are a seasoned financial planner or just starting out in the industry, the Financial Planning Association of Wisconsin is dedicated to helping you succeed in your career.
Iron County UW-Extension
Iron County UW-Extension, located at 300 Taconite Street in Hurley, Wisconsin, is a local government office that aims to connect people with the University of Wisconsin. Their mission is to teach, learn, lead, and serve, ultimately transforming lives and communities. The Extension Iron County office offers educational programming in various areas, including agriculture, family living, and youth development. As an EEO/AA employer, they provide equal opportunities in employment and programming, ensuring inclusivity and accessibility for all individuals. Visit their office to learn more about their services and how they can help you connect with the resources offered by the University of Wisconsin.
The Insurance Works Agency, Inc.
The Insurance Works Agency, Inc. is a health insurance agency located at 2042 Maple Avenue in Marinette, Wisconsin, United States. Serving the Marinette/Menominee area since 1989, our mission is to provide excellent service, quality products, and guidance to ensure our customers are confident in their insurance choices. We prioritize building lasting relationships with our clients, supporting local businesses, and giving back to our community. Our goal is to give our customers peace of mind and help them stay protected as their insurance needs change. In honor of Financial Literacy Month, we offer tips on budgeting basics for small businesses and how home remodels can impact insurance coverage. We also provide guidance on preventing lapsed life insurance policies to ensure the continuity of coverage for your loved ones.
Money Management Counselors
Money Management Counselors is a finance institution located at 57 North 12th Avenue in Sturgeon Bay, Wisconsin, United States. Our team of experienced financial advisors are dedicated to helping individuals and families achieve their financial goals through personalized money management strategies. Whether you need assistance with budgeting, saving for retirement, or investing, our counselors are here to provide expert guidance and support. Contact us today to schedule a consultation and take control of your financial future.
Park City Credit Union
Park City Credit Union, located at 9852 Wisconsin 70 in Minocqua, Wisconsin, United States, offers a variety of financial services including ATM access and competitive Recreational Loans. With options to consolidate high interest credit card debt and convenient mobile app access, Park City Credit Union is dedicated to helping members achieve their financial goals. The institution also supports the community through financial literacy programs and educational initiatives. Whether you're looking for insurance, investment advice, or retirement planning, Park City Credit Union is here to assist. Join us for seminars, chat with our virtual assistant Penny, and let us help you celebrate life's memorable moments.
Park City Credit Union
Park City Credit Union, located at 151 South Courtney Street in Rhinelander, Wisconsin, is a trusted financial institution offering a range of services including ATMs and finance options. With a competitive and flexible Recreational Loan available, customers can easily apply or get pre-approved. Consolidate high interest credit card balances into one convenient monthly payment with PCCU. By logging into the PCCU Mobile App between March 1 and April 30, 2024, customers have a chance to win SkullCandy® wireless headphones. The institution also focuses on community support through financial literacy and educational growth initiatives. Whether you need a personal or group health policy, Park City Credit Union has options to suit your lifestyle. Attend seminars at the Park City Investment Center to learn about retirement planning. Celebrate life's milestones with the help of Park City Credit Union, where you can find assistance for buying a home or starting a new job. Connect with PCCU Penny, the virtual chat assistant, for quick and convenient support.
Michael Kapets - Thrivent
Michael Kapets - Thrivent is a finance institution located at 5218 U.S. 51 in Mercer, Wisconsin, United States. Specializing in financial planning and investment services, Michael Kapets - Thrivent offers personalized solutions to help individuals and families achieve their financial goals. With a focus on long-term success and a commitment to ethical practices, clients can trust in the expertise and guidance provided by the professionals at this institution. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Michael Kapets - Thrivent is dedicated to helping you secure a stable financial future.
Casey St Henry - Thrivent
Casey 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.
First National Bank and Trust
First National Bank and Trust is a trusted financial institution located at 218 North Walworth Street in Darien, Wisconsin. As a full-service bank, we offer a wide range of financial services, including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services are available 24/7 for your banking needs. With a commitment to customer service and community involvement, First National Bank and Trust is dedicated to helping you achieve your financial goals. Visit us today to experience personalized banking solutions tailored to meet your needs.
Joshua Duesterbeck - Thrivent
Joshua Duesterbeck - Thrivent is a finance institution located at 1421 Racine Street, Delavan, Wisconsin, United States. They are licensed in multiple states and offer insurance products, securities, and investment advisory services. Thrivent does not provide legal, accounting, or tax advice, but offers advice and guidance through their Financial Planning Framework. Clients can choose to further their planning engagement with Thrivent through their Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser. Only credentialed financial advisors are authorized to provide investment advisory services. For more information, visit Thrivent.com or FINRA's Broker Check.
Marsh Insurance Services, Inc.
Marsh Insurance Services, Inc. is a health and insurance agency located at 11 East Newton Street in Rice Lake, Wisconsin, United States. Specializing in personal, commercial, life, and health insurance, Marsh Insurance Services, Inc. is dedicated to helping individuals and organizations navigate the complex world of insurance options. With a team of experienced professionals, they can analyze your needs and provide you with the best alternatives, whether they involve insurance or non-insurance options. In addition to their insurance services, Marsh Insurance Services, Inc. also emphasizes the importance of financial literacy, especially for small business owners. They offer guidance on budgeting basics and financial management to help businesses achieve their profit goals effectively.
May’s Insurance Agency
May’s Insurance Agency, located at 2600 Browns Lake Drive in Burlington, Wisconsin, is a trusted institution that has been serving the community since 1918. Specializing in auto, home, business, and life insurance, May’s offers expert knowledge and personalized service to clients in Burlington and throughout Wisconsin. As an independent insurance agency, May’s Insurance Agency prioritizes customer satisfaction and works with top insurance companies to provide the best coverage options at affordable rates. Their experienced agents focus on educating clients rather than using pushy sales techniques, building strong relationships based on honesty, integrity, and value.
Kettle Moraine Agency
Located at 341 West Paradise Drive in West Bend, Wisconsin, the Kettle Moraine Agency is a finance and insurance agency dedicated to providing exceptional service to its clients. With over 18 years of experience in the insurance industry, the agency is well-equipped to help individuals properly protect themselves and their assets. Owner Jerry Lorenz, a local agent who resides in the same area as the agency, is passionate about giving back to the community that has supported him. The agency operates by the golden rule, ensuring that every client is treated with respect and care.
Schwade Insurance Agency, Inc.
Schwade Insurance Agency, Inc. is a reputable insurance agency located at 8131 West Capitol Drive in Milwaukee, Wisconsin, United States. Specializing in auto, home, business, commercial, senior planning, and life insurance, Schwade Insurance Agency, Inc. serves clients throughout Wisconsin, including Milwaukee. Additionally, the agency is licensed in multiple states across the country. Founded by Floyd Schwade in 1975, Schwade Insurance Agency, Inc. remains a family-owned and operated business, now led by Floyd's son, Ben, and wife, Kathy. In August 2022, the agency affiliated with Robertson Ryan & Associates, a Top 100 US Insurance Agency based in Southeast Wisconsin. With over 45 years of experience, Schwade Insurance Agency, Inc. has built strong relationships with clients and insurance carriers, providing exceptional customer service and tailored insurance plans for individuals and businesses.
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- Financial consulting
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List of businesses, places and services in Wisconsin
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