TOP 30 Best Individual investments in Madison, Wisconsin

Byline Bank is a reputable financial institution located at 5315 Wall Street in Madison, Wisconsin, United States. As a full-service bank, Byline Bank offers a wide range of banking and financial services to individuals, businesses, and organizations. With a commitment to providing personalized and innovative solutions, Byline Bank strives to help its customers achieve their financial goals. Whether you need assistance with personal banking, wealth management, or business banking, Byline Bank is dedicated to providing exceptional service and support. Visit Byline Bank today to experience the difference in banking.

Private Wealth Management at U.S. Bank, located at 1 South Pinckney Street in Madison, Wisconsin, is dedicated to helping individuals and families achieve their financial goals. Our team has extensive experience working with a diverse range of clients, including business owners, philanthropists, and retirees. We provide personalized advice tailored to your unique needs and circumstances, helping you create the life and legacy you envision. In addition to our wealth management services, U.S. Bank is committed to giving back to the community. We have contributed $8 million in foundation and corporate giving and 74,000 volunteer hours in Wisconsin over the past three years. Our team is actively involved in supporting organizations such as the Wisconsin Chamber Orchestra, Wisconsin Youth Symphony Orchestra, United Way of Dane County, Downtown Madison, Inc., and more.

Boyden Financial is a leading finance institution located in Madison, Wisconsin. With a focus on providing personalized financial planning and investment services, Boyden Financial is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers a wide range of services, including retirement planning, wealth management, and investment advice. Located at 303 South Paterson Street, Boyden Financial is committed to delivering top-notch financial solutions to clients in the Madison area and beyond.

Summit 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.

G.F. Kerl, Inc. is a reputable accounting and finance institution located at 6417 Normandy Lane in Madison, Wisconsin, United States. With years of experience and expertise in the field, our team of professionals provides top-notch financial services to individuals and businesses alike. From tax preparation to investment strategies, we are dedicated to helping our clients achieve their financial goals. Visit us today to see how G.F. Kerl, Inc. can help you secure a stable financial future.

CUNA Mutual Group is a leading insurance agency located at 5910 Mineral Point Road in Madison, Wisconsin, United States. With a strong commitment to serving the financial needs of credit unions and their members, CUNA Mutual Group offers a wide range of insurance products and services. From life insurance to retirement planning, CUNA Mutual Group provides personalized solutions to help individuals and families achieve their financial goals. With a reputation for excellence and customer service, CUNA Mutual Group is a trusted partner in the insurance industry.

BMO Bank N.A Branches, located at 4726 East Towne Boulevard in Madison, Wisconsin, United States, is a full-service branch offering a range of banking services for personal and commercial customers. From everyday banking to investments and lending products, BMO Bank N.A provides comprehensive financial solutions. As a member of FDIC, the institution ensures that all banking products and services are subject to bank and credit approval. In compliance with federal law, BMO Bank N.A follows strict procedures to verify and record the identity of individuals and entities opening accounts. Customers may be required to provide identification documents such as driver's license or certificate of incorporation. The privacy and security policies of third party websites linked to BMO's website may differ, and customers are advised to review them. BMO Bank N.A does not offer tax or legal advice, and customers are encouraged to consult with their independent advisors for personalized guidance.

Stephen Cooley: Primerica - Financial Services is a reputable finance and insurance agency located in Madison, Wisconsin, United States. With a focus on providing top-notch financial services to individuals and businesses, Stephen Cooley and his team are dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, insurance coverage, or retirement planning, this institution offers personalized solutions tailored to your specific needs. Visit them at 437 South Yellowstone Drive to start your journey towards financial success today.

Sean S Wayne is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1110 Fourier Drive in Madison, Wisconsin, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Sean S Wayne offers comprehensive financial services to individuals and businesses. Specializing in asset management, retirement planning, estate planning, and investment strategies, Sean S Wayne is committed to providing expert advice and guidance to help clients achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Sean S Wayne has the expertise and knowledge to help you navigate the complexities of financial planning. Contact Sean S Wayne today to schedule a consultation and start planning for a secure financial future.

Four Lakes Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 1110 Fourier Drive in Madison, Wisconsin, United States. They are the recipients of the Ameriprise Client Experience Award for 2023, showcasing their dedication to providing exceptional service to their clients. Their team of Ameriprise Financial Advisors offer personalized advice to help clients achieve their financial goals, with a focus on building trust and long-term relationships. With over 125 years of history, Four Lakes Wealth Advisors is committed to helping clients navigate the current bull market rally and plan for financial success in the future. They offer complimentary initial consultations and encourage individuals to start financial planning with them today. The institution is a member of FINRA and SIPC, ensuring that clients receive professional and reliable financial guidance.

The U.S. Bank Branch located at 8000 Excelsior Drive in Madison, Wisconsin, is a trusted financial institution that offers a wide range of banking services to individuals and businesses. With a commitment to providing excellent customer service and innovative financial solutions, U.S. Bank Branch is dedicated to helping customers achieve their financial goals. Whether you need assistance with personal banking, loans, investments, or business banking, the knowledgeable staff at this branch is ready to assist you. Visit U.S. Bank Branch today and experience the convenience and reliability of banking with one of the largest and most respected financial institutions in the United States.

Bankers Life, located at 2424 Rimrock Road in Madison, Wisconsin, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as products from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage for their needs. With the rising cost of health care and the increasing need for long-term care, it's important to be prepared and have discussions with loved ones about future planning.

The U.S. Bank Branch located at 402 Gammon Place in Madison, Wisconsin is a reliable financial institution offering a wide range of banking services to individuals and businesses. With a strong reputation for excellent customer service and convenient banking solutions, this branch is committed to helping customers achieve their financial goals. Whether you need assistance with personal banking, loans, investments, or business services, the knowledgeable staff at this U.S. Bank Branch is here to assist you every step of the way. Visit us today to experience top-notch banking services in a welcoming and professional environment.

Merrill Lynch Wealth Management in Madison, Wisconsin, located at 2 East Mifflin Street, is a finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning in both prosperous and challenging markets. Our experienced Financial Advisors at Merrill Lynch Wealth Management take the time to understand your unique goals and objectives, offering personalized financial strategies to address your specific needs. We are proud to be a part of the Madison community and have raised over $4.1 million for local charities through our Merrill Grand Gala since 2007. With a focus on client-centered wealth management, we believe in creating financial approaches that align with your life priorities and goals. Our commitment to excellence is reflected in our dedication to providing continuous professional training, mentoring, and technology for both new and experienced advisors. Whether you are saving for retirement, planning for a college education, caring for a family member, or starting a business, our team at Merrill Lynch Wealth Management is here to help you achieve your financial goals.

Guardian Life Insurance Co-America, located at 8010 Excelsior Drive in Madison, Wisconsin, is a health insurance agency that offers insurance plans and policies to help individuals thrive and prepare for the future. With a commitment to inspiring well-being, Guardian recently announced a record-breaking $1.398 billion dividend allocation for participating policyholders. The institution has a strong reputation for delivering on promises and has been recognized by organizations such as the Human Rights Campaign, DALBAR, and J.D. Power. If you have received a suspicious job offer from Guardian, please contact us. Dividends are not guaranteed and are declared annually by Guardian's board of directors based on various factors including mortality experience, expense management, and investment results. For more information, visit our website or contact us directly.

Joshua Satzer - Prudential Financial is a reputable finance and insurance agency located at 6400 Gisholt Drive in Madison, Wisconsin, United States. With a strong commitment to providing top-notch financial services, they offer a wide range of insurance products and investment solutions to help clients achieve their financial goals. The knowledgeable team at Joshua Satzer - Prudential Financial is dedicated to providing personalized guidance and support to each client, ensuring they receive the best possible financial advice tailored to their individual needs. Trust Joshua Satzer - Prudential Financial for all your finance and insurance needs.

TIAA Financial Services is a leading institution located at 525 Junction Road in Madison, Wisconsin, United States. As a trusted bank, finance, and insurance agency, we provide comprehensive financial services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you need banking solutions, investment advice, or insurance coverage, TIAA Financial Services is here to support you every step of the way. Visit us today to learn more about how we can help you plan for a secure financial future.

Associated Bank is a financial institution located at 7722 Mineral Point Road in Madison, Wisconsin, United States. As a bank, we offer a variety of deposit and loan products that are subject to credit approval. Our goal is to provide our customers with the financial tools they need to achieve their goals and dreams. At Associated Bank, we understand the importance of transparency and encourage our customers to ask about any fees, terms, and conditions associated with our products. We also offer non-deposit investment products, insurance, and securities, but it's important to note that these are not deposits or obligations of Associated Bank, N.A. or any affiliate. These products involve investment risk, including the possibility of loss of value.

TD Ameritrade is a leading financial institution located at 8333 Greenway Boulevard in Middleton, Wisconsin, United States. Specializing in finance, TD Ameritrade offers a wide range of investment services to help individuals manage their wealth and achieve their financial goals. With a strong reputation for reliability and expertise, TD Ameritrade is a trusted partner for individuals looking to grow and protect their assets.

Dave Ahmann - Raymond James is a finance institution located at 800 University Bay Drive in Madison, Wisconsin, United States. As a branch of Raymond James, a leading financial services firm, Dave Ahmann offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Dave Ahmann - Raymond James is dedicated to providing top-notch financial advice and guidance to individuals, families, and businesses in the Madison area.

Exact Accounting & Financial Services is a professional institution located at 1949 Winnebago Street in Madison, Wisconsin, United States. Specializing in accounting and finance, our experienced team provides a wide range of services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, financial planning, or investment management, our dedicated staff is here to assist you every step of the way. Trust Exact Accounting & Financial Services to provide accurate, reliable, and personalized financial solutions tailored to your specific needs.

The U.S. Bank Branch located at 4602 East Towne Boulevard in Madison, Wisconsin is a trusted financial institution offering a wide range of banking services to individuals and businesses. With a commitment to providing excellent customer service and innovative financial solutions, this branch is dedicated to helping customers achieve their financial goals. Whether you need assistance with personal banking, loans, mortgages, or business banking services, the knowledgeable staff at this branch is ready to assist you. Visit the U.S. Bank Branch in Madison for all your banking needs.

The Wisconsin Housing and Economic Development Authority (WHEDA) is a finance institution located at 908 East Main Street in Madison, Wisconsin, United States. WHEDA provides financial resources and support to help individuals and businesses in Wisconsin access affordable housing options and promote economic development in the state. With a focus on creating sustainable communities and fostering economic growth, WHEDA offers a variety of loan programs and assistance to help residents achieve their housing and economic goals. Whether you are looking to buy a home, start a business, or invest in your community, WHEDA is dedicated to helping you succeed.

The Burish Group - UBS Financial Services Inc. is a renowned finance institution located at 8020 Excelsior Drive in Madison, Wisconsin, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their financial goals. From investment management to retirement planning, The Burish Group is dedicated to providing personalized solutions to meet the unique needs of each client. Trusted by individuals, families, and businesses alike, this institution is committed to delivering exceptional service and expertise in the world of finance.

UBS 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.

Lincoln Financial Advisors is a reputable finance institution located at 406 Science Drive in Madison, Wisconsin, United States. With a team of experienced financial advisors, they provide personalized financial planning and investment management services to help individuals and businesses achieve their financial goals. Whether you are looking to build wealth, plan for retirement, or protect your assets, Lincoln Financial Advisors offers tailored solutions to meet your specific needs. Trust in their expertise and dedication to help you secure a stable financial future.

Marko Mirkovic - Prudential Financial is a finance and insurance agency located at 6400 Gisholt Drive in Madison, Wisconsin, United States. With a focus on providing comprehensive financial planning and insurance solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you're looking to plan for retirement, invest for the future, or secure your family's financial well-being, Marko Mirkovic - Prudential Financial is here to help every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Wisconsin Financial Services Inc is a reputable accounting and finance institution located at 4001 Nakoosa Trail in Madison, Wisconsin, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Their commitment to providing personalized and reliable services has earned them a strong reputation in the community. Whether you are looking for assistance with your taxes or need help managing your investments, Wisconsin Financial Services Inc is dedicated to helping you achieve your financial goals.

Sky's Edge Wealth - Ameriprise Financial Services, LLC is a prestigious finance institution located at 1110 Fourier Drive in Madison, Wisconsin, United States. Recognized as one of Forbes' Best-in-State Wealth Management Teams in 2024, our team of professionals is dedicated to helping clients achieve their financial goals. We offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. With regular meetings to review and analyze your progress, we ensure that your financial approach evolves as your life changes. Through secure online access, you can track your investments and accounts from any device.

Edward Jones - Financial Advisor: Mark Chin is a reputable finance institution located at 5202 Eastpark Boulevard in Madison, Wisconsin. Mark Chin is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for college, or building wealth, Mark Chin can provide expert guidance and support. With a focus on building long-term relationships based on trust and transparency, Edward Jones - Financial Advisor: Mark Chin is committed to helping clients secure their financial future.