Baird

Baird is built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. These values remain central to our ability to earn quality client partnerships.

Spectrum Investment Advisors

Spectrum Investment Advisors a registered Investment Advisor specializing in assisting plan sponsors monitor and evaluate investments in retirement plans, wealth management for families/individuals.

Kohler Credit Union

Building Relationships, Strengthening Communities, Fulfilling Dreams!

Bank Mutual - Mequon

Full Service Personal and Business Banking, Mortgages, Investments

Partnership Bank Mequon

Commerce State Bank

Nothing is more important than your money. We get that. Put an unbeatable relationship with Commerce State Bank to work for you. In 2005, we started Commerce State Bank for you – a local bank that would be approachable, speak clearly and earn relationships. Our new approach would be unbeatable for SE Wisconsin. You have responded and we’ve grown and expanded into a new West Bend location and a second location in Cedarburg. We primarily serve Washington and Ozaukee Counties but deliver relationships with unbeatable service wherever you are.

Cornerstone Community Bank

Community bank serving the needs of small businesses with locations in Grafton and Menomonee Falls. Everything we do at Cornerstone is built around you! BankWithCornerstone.com

Schenck SC

Schenck provides a full range of services including accounting and audit, tax, business consulting, human resources consulting, information technology, merger and acquisition, retirement planning, investment and payroll solutions for businesses, governments, non-profits and individuals.

Richmond Investment Services LLC

We offer independent investment advice. We specialize in working with multi-generational family wealth and family owned businesses. LPL Financial, Member FINRA/SIPC