Financial Planning / Services / Investments

Helping clients maintain their financial focus so they can achieve the financial goals that are most important to them both now and in the future. Provides investment advice, retirement planning strategies, protection and insurance, estate planning strategies, saving for education, asset allocation, and general financial planning

5027 Green Bay Road, Suite 106, Kenosha, WI 53144
(262) 656-3006

Insurance & Financial Services, Life, Health, Bank, Retirement Planning

432 Lake Street, Antioch, IL 60002
(847) 395-1321

Halcyon is a specialty tax service company. We can bring significant tax saving and improve your cash flow by finding tax incentives available to your business and create expense reduction in services. We help clients get tax-exempt financing for expanding operations. Our company is built on a unique concept of only seeing compensation by finding you savings. We are a client-centric firm with a primary objective of delivering value to those that we serve.

2845 Sandpiper Lane, Racine, WI 53402
(414) 930-4500

Few things are more central to your success than your payments transactions. That’s why Heartland provides debit - prepaid - credit card processing, online payments, check processing, payroll services efficiently, cost effectively and with your best interests at heart. They advocate for businesses like yours - helping you navigate through the complexities of payments processing and managing the associated expenses. In 1997 Heartland Payment Systems opened its doors with a modest plan: to provide fair, honest and fully disclosed payments solutions to help businesses prosper. Never veering from their roots or their convictions, that plan has taken them and their clients to places most businesses could only dream of. Learn more about how you can control the cost and complexities of payments processing, so you can focus on improving and growing your business, and contact them today. Territory Sales Manager, Kelly Burris (262) 412-9488.

(262) 412-9488

Since 1857, Northwestern Mutual has been helping people protect against financial risk and helping them achieve their financial goals.

330 East Kilbourn Avenue, Suite 950, Milwaukee, WI 53202
(414) 203-6041

Personal Finance Company offers consumer loans that meet your needs. Serving generation after generation since their founding in 1937, they are committed to earning your business every day with their personal touch.

6804 Green Bay Road Ste 123 Kenosha, WI 53142
(262) 925-7100

Established for the sole purpose of helping people learn how to accumulate wealth with the goal of becoming financially secure.

2315 30th Avenue, Kenosha, WI 53144
(262) 551-8900

Throughout your life, your financial needs and goals are very likely to change. At Thrivent Financial, our broad financial portfolio is designed to fit your ever-changing needs. Whether you're just starting out, looking to save for a big purchase, or planning the retirement you've always dreamed about, we can help you meet your goals.

6121 Green Bay Road Suite 205, Kenosha, WI 53142
(262) 652-8150

Investing is a life-long process, regardless of your financial goals. And they're committed to being with you every step of the way.

600 52nd Street, Suite 100, Kenosha, WI 53140
(262) 658-4891