Financial Services & Banking

At Investment Professionals, our goal is to provide small to midsize companies with a retirement that gives participants the tools they need to meet their financial goals.
114 East Main Street, Suite 213
Waunakee, WI 53597
Americap Commercial Funding
Alternative Funding Solutions for Small to Medium Sized Businesses
52 Means Drive, Suite 114A
Plateville, WI 53818
Arthur J. Gallagher & Co.
120 E. Lakeside Street
Madison, WI 53715
2501 International Lane
Madison, WI 53704
8040 Excelsior Drive
Madison, WI 53717
4 Certified Financial Planners on siite. Staff Recognized as one of Top Scoring Wealth Managers of 2010 by Milwaukee Magazine
1 S. Pinckney Street, Suite 600
Madison, WI 53703
8020 Excelsior Drive, Suite 101
Madison, WI 53717
12 convenient full-service Madison area locations.
Bank at M&I day or night, 7 days a week, 365 days a year. Member FDIC
1 W. Main Street
Madison, WI 53703
1202 N. Sherman Avenue
Madison, WI 53704
2900 Fish Hatchery Road
Fitchburg, WI 53713
4726 East Towne Boulevard
Madison, WI 53704
7447 University Avenue
Middleton, WI 53562
127 Jefferson Street
Oregon, WI 53575
401 N Segoe Road
Madison, WI 53705
220 N. Century Avenue
Waunakee, WI 53597
1140 W. Main Street
Sun Prairie, WI 53590
7801 Mineral Point Roaad
Madison, WI 53717
5250 Verona Road
Fitchburg, WI 53711
4711 Monona Drive
Monona, WI 53716
610 W. Verona Avenue
Verona, WI 53593
100 S. First Street
Mount Horeb, WI 53572
An independent brokerage and advisory firm offering large-company benefits with a small-firm, customer focused approach. We maintain trading, compliance and client support services in-house, including check deposits and disbursements.
701 Deming Way, Suite 100
Madison, WI 53717
5315 Wall Street, Suite 205
Madison, WI 53718
Capitol Bank
Capitol Bank is a locally-owned community bank serving businesses and consumers in Dane County. Capitol Bank has offices on Madison's west side and in Verona.
710 N. High Point Road
Madison, WI 53717
The Cash Store is a provider of consumer financial services, with competitive terms, high approval rates, and NO credit history or score required.
2401 W Broadway
Monona, WI 53713
The Cash Store is a provider of consumer financial services, with competitive terms, high approval rates, and NO credit history or score required.
1111 N Sherman Avenue
Madison, WI 53704
22 E Mifflin Street, Suite 100
Madison, WI 53703
CliftonLarsonAllen is one of the nation's leading professional services firms.

8215 Greenway Blvd., Suite 600
Middleton, WI 53562
Custer Plumb Financial Services
406 Science Drive
Suite 310
Madison, WI 53711
Dane County Credit Union
Dane County Credit Union strives to offer banking services for residents and employees of Madison, WI and surrounding counties
2160 Rimrock Road
Madison, WI 53713
Whether a small business or a professional firm, we have the products and experience to take care of your financial needs. Power of local decision making and rapid response to your banking requests.
321 N Main Street
DeForest, WI 53532
eCIO offers low-cost, comprehensive investment management solutions to nonprofits. eCIO's offering includes on-line board management software and on-demand portfolio reviews.
821 E. Washington Ave, Suite 200
Madison, WI 53703
Edward Jones
625 N. Segoe Road, Suite 108
Madison, WI 53705
8383 Greenway Blvd., Suite 210
Middleton, WI 53562
Expedition Retirement
5118 Prairie Rose Road
Madison, WI 53704
4750 S. Biltmore Lane
Madison, WI 53718
Fairway is committed to providing the right solution and in the process, providing outstanding customer service. By working together, YOU win!
771 Lois Drive
Sun Prairie, WI 53590
2001 W. Beltline Highway, Suite 220
Madison, WI 53713
First Business Bank
We understand the strong connection between you and your business, and we are devoted to helping you succeed.
401 Charmany Drive
Madison, WI 53719
Forward Financial Planning
Forward Financial Planning is a comprehensive financial planning practice based out of Oregon, WI.
987 Drumlin Drive
Oregon, WI 53575
2501 Parmenter Street, Suite 100A
Middleton, WI 53562
Heartland Credit Union
A full-service, financial cooperative based in Madison, Wisconsin. We serve Southwestern Wisconsin and Eastern Iowa. Our mission is to provide our members with quality, cost-effective, personalized financial services.
5325 High Crossing Boulevard
Madison, WI 53718
Heritage Credit Union
Since 1934, Heritage Credit Union has helped meet people's needs for financial services with simplified banking solutions. Our branch network includes 11 offices in 25 of the surrounding counties.
1212 Huxley Street
Madison, WI 53704
Home Savings Bank
Home Savings Bank is a true community bank; your deposits stay working in our community at a level recognized by the FDIC as Outstanding for community reinvestment.
2 S. Carroll Street
Madison, WI 53703
Honkamp Krueger & Co., P.C.
Honkamp Krueger & Co., P.C. is a Top 100 CPA and business consulting firm in the U.S. In addition to our accounting, audit, business advisory and tax practices, we offer our clients 40+ services.
251 Progress Way, Suite 200
Waunakee, WI 53597
111 N Fairchild St, Ste 200
Madison, WI 53701
A financial services company building meaningful, long-term relationships with our customers - what we call the ''Johnson difference'' - in Wisconsin and Arizona.
525 Junction Road
Madison, WI 53717
5951 McKee Road, Suite 200
Fitchburg, WI 53719-5114
Lancaster Investments
2 East Mifflin Street
Manchester Suites, Fourth Floor
Madison, WI 53703
Madison Investment Advisors
Based in Wisconsin’s capital city since its founding in 1974, Madison is entrusted with approximately $15 billion* in assets across a suite of mutual funds, managed accounts and customized portfolios.
550 Science Drive
Madison, WI 53711
5990 Hwy 51
McFarland, WI 53558
634 W Main St, STE 302
Madison, WI 53703
Monona State Bank's experienced associates take time to understand your personal and business goals and offer financial products and services to meet your investment needs.
5515 Monona Drive
Monona, WI 53716
1241 John Q. Hammons Drive, Ste. 10
Madison, WI 53717
1600 Aspen Commons,Suite 800
Middleton, WI 53562
Oak Bank
Oak Bank meets the personal banking, business banking, wealth management and mortgage loan needs of Fitchburg and Madison, Wisconsin residents.
5951 McKee Rd, Suite 100
Fitchburg, WI 53719
Old National Bank
Old National focuses on community banking by building long-term partnerships with clients and providing extensive services in retail & commercial banking, wealth management, investments & brokerage.
25 W. Main Street
Madison, WI 53703
Oregon Community Bank
733 N Main St
Oregon, WI 53575
Full service, community bank, with 12 locations in the Greater Madison Area.
1815 Greenway Cross
Madison, WI 53713
2802 Fish Hatchery Road
Fitchburg, WI 53713
6701 Raymond Road
Madison, WI 53719
2401 S. Park Street
Madison, WI 53713
2693 Research Park Drive
Fitchburg, WI 53713
2910 Crossroads Drive
Madison, WI 53718
8001 Excelsior Drive
Madison, WI 53562
33 E. Main Street
Madison, WI 53703
2275 Deming Way
Madison, WI 53717
202 South Park Street
Madison, WI 53715
104 South Main Street
Verona, WI 53593
2679 Windsor Street
Sun Prairie, WI 53590
Alliance Benefit Group is a national record-keeper and administration firm for 401(k) plans. ABG provides third party administration for bundled or open architecture 401(k) plans.
8040 Excelsior Drive #401
Madison, WI 53717
RBC Wealth Management
At RBC Wealth Management, we take the time to understand your goals and offer comprehensive wealth solutions to help you realize your life vision.
10 E. Doty Street, Suite 1000
Madison, WI 53703
A family-owned financial services company dedicated to delivering exceptional service through a team of highly qualified, motivated professionals of the highest integrity.
8329 Murphy Drive
Middleton, WI 53562
RMR Wealth Advisors
Comprehensive retirement planning, financial planning and asset management for individuals and businesses.
400 Interlake Dr.
Monona, WI 53716
Rock River Capital Partners was created by Andy Walker and Chris Eckstrom in 2016 with the belief that the next decade of great companies and returns will happen in the Midwest.
821 E. Washington Ave, Suite 200 F, Third Floor
Madison, WI 53703
Savant offers investment management, financial planning and family office service to financially established individuals, trust funds, retirement plans, non-profit organizations, and fiduciaries. In
1200 John Q. Hammons Dr, Suite 101A
Madison, WI 53717
Stafford Financial Consulting Group
Stafford Financial Consulting Group, LLC (SFCG) is a full-service consulting, insurance brokerage, and investment advisory firm.
2501 W. Beltline Hwy, Suite 201
Madison, WI 53713
Mortgage professionals serving all of WI. We offer a relaxed and flexible approach to obtaining the right home financing for each borrower. Access to FHA, VA, USDA, jumbo and investment property loans.
303 S. Main St.
Verona, WI 53593
Starion Bank
Bankers. Experts. Friends. Starion Financial offers full-service consumer, mortgage and business banking services throught Dane County.
1651 John Q. Hammons Drive
Middleton, WI 53562
A $695 million bank established in 1908, offers a full range of retail and commercial services including consumer, real estate and commercial lending.
455 S. Junction Rd, #100
Madison, WI 53719
Summit Credit Union
At Summit, we have a passion for empowering people to improve their financial well-being. We love to help you save more, pay off debt, set goals and reduce your stress.
4800 American Parkway
Madison, WI 53718
TASC (Total Administrative Services Corp.)
Providing superior outsourcing services for employee benefit programs, including FSA, HSA, COBRA, ERISA, and FMLA- all wrapped our exclusive Audit Guarantee. Nation's #1 privately-held TPA.
2302 International Lane
Madison, WI 53704
708 Heartland Trl, Suite 2800
Madison, WI 53717
4626 S Biltmore Ln
Madison, WI 53718
We are a full-service community bank located downtown on the Square. Our goal is to provide unparalleled service, serving all of Dane County.
10 W. Mifflin Street
Madison, WI 53703
1 S. Pinckney Street
Madison, WI 53703
UW Credit Union
UW Credit Union offers comprehensive financial services including checking and savings accounts, credit cards, mortgages, auto loans, student loans, investments and more.
3500 University Avenue
Madison, WI 53705
505 S. Rosa Road, Suite 201
Madison, WI 53719
A diversified financial services company providing banking, insurance, investments, mortgage and consumer finance through North America and internationally.
1241 John Q Hammons Dr., Suite 501
Madison, WI 53717
Wind River Financial
Madison credit card and electronic payment processing company, providing data security, gift cards, E-commerce and POS solutions to businesses large and small.
65 Buttonwood Court
Madison, WI 53718
Wisconsin Bank & Trust
Wisconsin Bank & Trust is a community bank serving the Dane, Grant and Green County areas. With offices in Madison, Cottage Grove, Fitchburg, Lancaster, Middleton, Monroe, and Platteville, Wisconsin Bank & Trust offers individuals and businesses a wide array of products and services. With an innovative spirit and a commitment to customer service, Wisconsin Bank & Trust employs experienced professionals with extensive expertise and specialized skill in personal, business, commercial and agricultural banking and lending. Our dedication to community involvement helps us develop relationships with our customers and provide opportunities for our neighbors. Member FDIC Equal Housing Lender
119 Junction Road
Madison, WI 53717