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Financial Services in Summit, WI

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SuperPagesSM - helps you find the right local businesses to meet your specific needs. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. These factors are similar to those you might use to determine which business to select from a local SuperPages directory, including proximity to where you are searching, expertise in the specific services or products you need, and comprehensive business information to help evaluate a business's suitability for you. SuperPages advertisers receive higher placement in the default ordering of search results and may appear in sponsored listings on the top, side, or bottom of the search results page.

1. Edward Jones - Financial Advisor: Michael Higbee

Edward Jones - Financial Advisor: Michael Higbee

1195 Summit Ave Ste 300, Oconomowoc, WI 53066

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

YP
104 Years
in Business

2. Edward Jones - Financial Advisor: Taven Sandstrom

Edward Jones - Financial Advisor: Taven Sandstrom

W359N5002 Brown St Ste 220B, Oconomowoc, WI 53066

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

3. Edward Jones - Financial Advisor: Matthew B Rose, CEPA®

Edward Jones - Financial Advisor: Matthew B Rose, CEPA®

155 E Capitol Dr Ste 2, Hartland, WI 53029

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

4. U.S. Bank

U.S. Bank

1674 Old Schoolhouse Rd, Oconomowoc, WI 53066

OPEN NOW:9:00 am - 5:00 pm

From Business: At U.S. Bank, our dedicated banking team is here to help you along your financial way. Bank with us and enjoy a host of U.S. Bank products and services, including credit cards,…

YP
163 Years
in Business

5. Edward Jones - Financial Advisor: Mitchell Manning

Edward Jones - Financial Advisor: Mitchell Manning

1195 Summit Ave, Oconomowoc, WI 53066

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

6. Associated Bank

Associated Bank

1456 Summit Ave, Oconomowoc, WI 53066

OPEN NOW:9:00 am - 5:00 pm

From Business: At Associated Banc-Corp, we're proud of our long and rich tradition of providing superior financial services to our communities, combined with exceptional customer service.…

7. UW Credit Union

UW Credit Union

1314 Penny Ln, Oconomowoc, WI 53066

OPEN NOW:9:00 am - 5:30 pm

From Business: UW Credit Union is a federally insured financial institution and a leading provider of a full range of consumer financial services. UW Credit Union serves the needs of 250,000+…

8. MadisonMortgageGuys

MadisonMortgageGuys

888 Thackeray Trail Suite 100, Oconomowoc, WI 53066

OPEN NOW:9:00 am - 9:00 pm

From Business: Mortgage company serving 47 states including Wisconsin, Illinois, Minnesota, and Florida.

9. Jessica E Mathias - Financial Advisor, Ameriprise Financial Services

Jessica E Mathias - Financial Advisor, Ameriprise Financial Services

606 E Wisconsin Ave Ste 1, Oconomowoc, WI 53066

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

10. Patrick C Bortz - Financial Advisor, Ameriprise Financial Services

Patrick C Bortz - Financial Advisor, Ameriprise Financial Services

121 Saint Paul St, Oconomowoc, WI 53066

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

11. Elise Petty - Financial Advisor, Ameriprise Financial Services

Elise Petty - Financial Advisor, Ameriprise Financial Services

121 Saint Paul St, Oconomowoc, WI 53066

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

12. John Poirier - Financial Advisor, Ameriprise Financial Services

John Poirier - Financial Advisor, Ameriprise Financial Services

121 Saint Paul St, Oconomowoc, WI 53066

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

13. Rick Finco - Financial Advisor, Ameriprise Financial Services

Rick Finco - Financial Advisor, Ameriprise Financial Services

121 Saint Paul St, Oconomowoc, WI 53066

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

14. First Wisconsin Financial

First Wisconsin Financial

110 N Main St, Oconomowoc, WI 53066

OPEN NOW:8:00 am - 5:00 pm

From Business: First Wisconsin Financial assists Wisconsin residents with purchasing a home through a variety of mortgage programs, including FHA, VA, and USDA loans. They also specialize in…

YP
26 Years
in Business

15. Aegis Wealth Advisors

Aegis Wealth Advisors

1208 State Road 83, Hartland, WI 53029

OPEN NOW:9:00 am - 5:00 pm

From Business: The mission of Aegis Wealth Advisors is to provide families with insightful and objective guidance to optimize and protect their financial future. As a Fiduciary Financial…

YP
34 Years
in Business

16. Town Bank

Town Bank

850 W North Shore Dr, Hartland, WI 53029

OPEN NOW:9:00 am - 5:00 pm

From Business: Town Bank is a subsidiary of Wintrust Financial Corporation, a financial services holding company with assets of in excess of $9 billion. The company engages in community…

YP
28 Years
in Business

17. Glorioso's Tax Service LLC

Glorioso's Tax Service LLC

123 N Walnut St, Oconomowoc, WI 53066

OPEN NOW:9:00 am - 5:00 pm
YP
51 Years
in Business

18. Legacy Private Trust Company

Legacy Private Trust Company

35303 Pabst Rd, Oconomowoc, WI 53066

OPEN NOW:7:30 am - 4:30 pm
Amenities:
Wheelchair accessible

23. Stifel

Stifel

1300 N Summit Ave Ste 203, Oconomowoc, WI 53066

OPEN NOW:6:30 am - 6:00 pm
YP
18 Years
in Business

25. Wintrust Mortgage

Wintrust Mortgage

850 W North Shore Dr, Hartland, WI 53029

OPEN NOW:9:00 am - 5:00 pm

26. First Bank Financial Centre

First Bank Financial Centre

800 Cardinal Ln, Hartland, WI 53029

OPEN NOW:8:30 am - 6:00 pm
YP
167 Years
in Business

We found 201 results for Financial Services in or near Summit, WI.They also appear in other related business categories including Investment Advisory Service, Financial Planning Consultants, and Financial Planners. 6 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Cross Roads, Gateway West, and Golden Leaves.