Augustine Financial 111 S. Main St, (262) 429-1555 Financial planning designed for you At Augustine Financial, we put your interests first. Because we are not limited to investment products offered by a specific firm, we can offer you a wide array of investment tools and solutions to meet your unique goals. Our advice is impartial and objective. https://www.ugustinefinancial.com/
Baird 111 N Main St #100, (262) 338-7780 True wealth management doesn’t end with your portfolio. It’s a personal, ongoing conversation on how best to achieve the future you want for yourself and those who rely on you. For over 100 years Baird has strived to provide the best financial advice and service for clients and to be a best place to work for its associates. We are proud to have served the West Bend community since 1968. Get to know our teams and how we support our community: www.westbend.bairdwealth.com
Brunner Law Office, LLC 233 North Main Street, 262-335-1994 For over 30 years, Attorney Mark J Brunner has helped those who have found themselves in legal and financial difficulties. His unique perspective allows him to assist you in your time of trouble. His relaxed manner in the office helps clients feel comfortable as he does everything possible to obtain the best possible outcome for you. Brunner Law Office, LLC provides the personalized and comprehensive services you need for your Bankruptcy, Family Law, Social Security Disability or Personal Injury Case.
G & L Insurance 519 Hickory St, (262) 338-3503 As you may have already read elsewhere on our site, G&L Insurance has been a fixture in Southeastern Wisconsin for quite a while. Our agency serves individuals, families, and businesses throughout all of Southeastern Wisconsin.
BMO Harris Bank 321 N Main St, (262) 338-0611 As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. We’re proud to be fueling progress for individuals, families and businesses across North America.
Client First Tax and Wealth Advisors 215 N Main St Ste 206, (262) 335-1700 We understand financial planning and investment management can be confusing. Nobody should feel anxious about their money or their retirement. We are fiduciaries for our clients and believe the TrueHolistic® planning and the Adaptiv Investment Management System™ are the only way to care for our client’s financial health. Our team of advanced licensed experts across financial planning, investments, taxes, and insurance strategically plan and coordinate all the pieces of your financial life. You have a customized plan unique to you, implemented with one team. We help our clients secure the financial confidence you deserve. To get started, be sure to ask for your No-Fee initial consultation. https://clientfirsttaxandwealth.com/
Edward Jones 325A S Main St, (262) 306-7525 Serving Individual Investors and Business Owners |Financial Strategies| Retirement | Estate Considerations | Mutual Funds | Educational Savings https://www.edwardjones.com/us-en/financial-advisor/rory-demmer https://www.edwardjones.com/us-en/financial-advisor/garrett-kindelspire
Innovative Retirement Associates 120 N Main St Suite #250 (262)384-4189 Innovative Retirement Associates is a team of Financial Advisors that can provide a full range of financial products and services, from helping you select individual investments to developing a personalized retirement plan. We have access to a broad array of resources including research analysts along with economic and market experts who assist us in providing informed investment recommendations. Our goal is to help you find a focused, proactive solution to your personal financial questions and concerns. Investment product and service are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Any other referenced entity is separate from WFAN. https://www.innovativeretirementassociates.com/west-bend.htm
Integrated Management & Accounting - 143 S Main St, (262) 626-1723 At Integrated Management & Accounting, we strive to provide excellent services while maintaining that personal touch people enjoy. Tax Services, Accounting Services, Small Business Consulting, and Trust & Estate Planning. https://www.imasolutions.net/
Jasen Wealth Advisors - 143 S Main St, (855) 265-3857 Are you in need of multiple services in the areas of: › Financial and Retirement Planning › Insurance Protection › Legal Planning › Accounting, Tax Counsel and Preparation › Technology and Communication Consulting You have access to all these member professionals from one location. Save time and frustration trying to coordinate these services on your own. OneSource Advisor Group will provide a dedicated coordinator and will assist you step by step with each professional. One team working together for you! https://jansenwealth.com/
Kieckhafer, Dietzler, Hauser, Hanson - 627 Elm St, (262) 334-2341 Kieckhafer Dietzler Hauser Hanson LLP is a verified accounting firm, offering accounting and tax preparation services to customers and small business owners located in and around West Bend, Wisconsin. Kieckhafer, Dietzler, Hauser,Hanson LLP is a CPA directory verified accounting firm, licensed to practice in the state of Wisconsin. The requirements for licensure in Wisconsin ensure that Kieckhafer Dietzler Hauser Hanson LLP maintains the highest standard of knowledge and ethics when operating as an accounting firm. Accounting firms may provide services in private industry, education or government, and are often considered experts in tax preparation. Kieckhafer Dietzler Hauser Hanson LLP can help you with tax preparation services, consulting, business planning and auditing.
Mayer Law Office, LLC 120 North Main Street, Suite 360, (800)707-0085 Solving Legal Matters for over 25 years.Our attorneys are committed to providing clients with comprehensive and effective legal service. With more than 25 years of experience, they know how to effectively help individuals work through the system to achieve their desired results.
Mayville Insurance Agency 143 S Main St, (262) 247-8045 Mayville Insurance is an independent insurance agency with locations in Mayville and West Bend, WI. We provide auto, home, and business insurance, all at competitive prices to individuals, families, and businesses of Southeastern Wisconsin. Our agency is an independent insurance agency which means that we work for you, and not an insurance company. We represent a number of reputable and financially sound companies such as WestBend Mutual, ACUITY, and AAA. Because of this we are able to find a company that is just right for your particular situation providing you with the right coverage at a very competitive price."
Rettler Insurance Group 105 N Main St Suite 101, (414) 719-8399 At Rettler Insurance Group, we pride ourselves in being honest and reliable insurance advisors. With over 10 years of experience, we are well-versed in the insurance industry and will guide you on what insurance coverages you need to protect what you value most. Our main focus is to educate you about the coverage options available to you and help you pick the best coverages that fits all of your needs. https://www.rettlerinsurancegroup.com/
Rural Mutual Insurance Company 135 S 6th Ave, (262) 781-1877 At Rural Mutual Insurance, we have been protecting what we value in Wisconsin since 1934. Our reputation as one of the top 50 property and casualty companies in the country was built delivering on that promise exclusively for Wisconsin farms, businesses, and families. We understand your needs and work as hard as you do to ensure you are well-protected with coverage that is best for you. https://www.ruralmutual.com/agent/william-dorrance/
Time Investment Company 100 N 6th Ave, (800) 236-1177 Founded in 1981, Time Investment is a family-owned and operated business located in West Bend, Wisconsin. Our Midwestern Values and personalized approach allow us to treat every employee, commercial client, and customer like a part of the family. With over 230 active commercial clients and over 250K customers served, we always make decisions based on what is best for the long-term value of each relationship. https://www.timeinvestment1.com/
Ulma Insurance Agency 702 Elm St (262)338-2800 The Ulma Insurance Agency was established in 1987 by Jeff Ulma, and has since provided insurance solutions for individuals and businesses throughout the state of Wisconsin. As an independent agency, we represent numerous insurance companies to assist with your property & casualty insurance needs. http://www.ulmainsurance.com/
Westbury Bank 200 S Main St, (262) 334-5563 Large banks offer a lot of products and services, but customers are usually lost in the shuffle. Smaller banks offer better customer service but fewer locations and limited products. We believe there should be a happy medium. That’s us. Our approach is pretty simple: we treat you like our neighbor and serve you better because we ARE your neighbors. The money is earned in the community and re-invested in the community. And our decisions are made at our community branches, not some corporate office out of the state. https://www.westburybankwi.com/
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Downtown West Bend Association: 120 N. Main Street Ste 120 West Bend, WI 53095