Banking & Financial Services
{Directory Results}
Advantage+ Financing (formerly Advantage Leasing Corp)
- 13400 Bishops Ln, Ste 280, Brookfield, WI 53005
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Advantage+ is a twenty-three-year-old nationwide direct lender. It lends $3,000 to $200,000 for business equipment and related costs.
- (262) 439-7600
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Diversified Benefit Services Inc
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DBS is a Wisconsin based, industry leading third party administrator (TPA) established in 1987. We administer FSAs, HRAs, HSAs, COBRA, ICHRAs and other customized benefit plans.
- (262) 367-3300
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Ellenbecker Investment Group
- N21W23350 Ridgeview Pkwy, Waukesha, WI 53188
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Fee-based financial planning including estate, tax and insurance planning.
- (262) 691-3200
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First Business Bank
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First Business Bank specializes in Business Banking, including Commercial Banking and Specialty Finance, Private Wealth, and Bank Consulting Services.
- (262) 972-1400
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First Citizens Bank
- 400 Cardinal Lane, Hartland, WI 53029
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In our line of work, people come first. As a company, we work with organizations in the areas we serve to help them make our communities stronger.
- (414) 214-5805
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National Exchange Bank & Trust
- W239 N1700 Busse Rd, Waukesha, WI 53188-1160
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As a Wisconsin-based, independent bank, National Exchange Bank & Trust is rooted in core attributes that give us the ability to meet client expectations through communication, knowledge and trust.
- (262) 523-1000
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North Shore Bank
- 15700 W Bluemound Rd, Brookfield, WI 53005
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As a local community bank, we’re here to get to know you and your business and provide customized solutions to meet your needs.
- (262) 797-3349
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Peoples State Bank (formerly Sunset Bank & Savings - Sunset (Primary)
- 521 W Sunset Dr, Waukesha, WI 53189
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Loans for homes, businesses and real estate investors.
- (262) 522-1158
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R&R Wealth Management LLC (formerly Jannsen Wealth Management)
- N14W23900 Stone Ridge Dr, Waukesha, WI 53188
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Retirement Plan Services, Wealth Management, and Complex Life Insurance Needs
- (262) 696-5167
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Shakespeare Wealth Management
- N22W27847 Edgewater Dr, Ste 101, Pewaukee, WI 53072
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Your Fiduciary, Fee-Only Financial Advisors in Lake Country.
- (262) 814-1600
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Stifel (formerly Stifel Investment; Ziegler Wealth Management)
- W233N2080 Ridgeview Pkwy, Ste 202, Waukesha, WI 53188
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Ziegler Wealth Management financial advisors provide individuals and businesses a full array of solutions to help achieve their financial goals.
- (262) 955-6920
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United Financial Advisors
- 10361 Innovation Dr, Ste 300, Wauwatosa, WI 53226
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Here for you and your employees
- (414) 203-1931
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Vrakas CPAs + Advisors
- 445 S Moorland Rd, Ste 400, Brookfield, WI 53005
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Vrakas CPAs + Advisors is a full service accounting and business advisory firm in Brookfield, WI. Our professionals work with clients to understand their needs and provide practical solutions.
- (262) 797-0400
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