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At Synergy Bound Wealth Management, our vision is simple: to provide our clients with top-quality financial planning and investment management services.With an experienced and result-driven team, we strive to assist clients in understanding the steps required to work toward their financial goals - whether that involves building an investment portfolio or mapping out retirement finances.At Synergy Bound Wealth Management, we stand ready to offer support no matter where you find yourself on your financial journey.Services:InvestingRetirement PlanningCharitable PlanningWe Focus on What Matters ...

121 Front Street, Suite 4, Beaver Dam, WI 53916

At Summit Credit Union, we don't sell products, we build relationships. You can trust that we'll provide honest advice and real solutions.

104 Frances Lane, Beaver Dam, WI 53916

Our Mission:Financial security. Community reinvestment. Our Purpose:To support our local communities in which we live and work, stimulate the growth of our customer’s businesses and personal endeavors, and provide financial services, security and advice to our customers and community. Our Vision:At State Bank we demand excellence and strive for perfection when handling our customers personal information, finances and transactions. Because we know that we aren’t just a bank, we’re the keys to a new car, we’re the seeds to the fall harvest, and we’re the foundation to a new home—a catalyst for ...

138 Corporate Drive, Beaver Dam, WI 53916

National Exchange Bank & Trust continues to be a strong, independent, Wisconsin-based bank. We invite you to discover why NEBAT is the bank for you.  From our long standing history in Southeast Wisconsin to company culture, stellar customer service from your local office and the latest banking products. We are your "Independent bank with BIG bank abilities."

PO Box 758, Beaver Dam, WI 53916

Modern Woodmen was founded in 1883. Ever since then, we have been helping families fulfill their financial needs and making an impact in communities nationwide. Today Modern Woodmen is one of the country's largest fraternal financial services organizations. As a fraternal, Modern Woodmen does not have stockholders. We exist for the benefit of our members. Our main purpose is to help members plan for their financial security through insurance, investment and banking products. We also bring people together by supporting families and strengthening communities. We provide member benefits; social, ...

324 S. Spring Street, Beaver Dam, WI 53916

PO Box 510870, Beaver Dam, WI 53916

Serving Beaver Dam & NecedahAmerican Bank is committed to providing innovative services and technology for our customers. As a premier community bank, we’ve been a fixture of Beaver Dam, Wisconsin for well over a century. Not only have we watched the region grow, but we’ve been instrumental in that growth.Look to American Bank for high-quality, personal service with an emphasis on convenience for all of your banking needs.

115 Front Street, Beaver Dam, WI 53916

I am a financial advisor and resident of Beaver Dam. I love helping individuals and families realize their financial freedom. I have a passion for volunteerism and have been a mamber of many community organizations over the years.

1748 N. Spring Street, Beaver Dam, WI 53916

201 Gateway Dr. Suite 400, Beaver Dam, WI 53916

Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Join the nearly 7 million investors who know. Contact me today to help develop an investment strategy that makes sense for you.

PO Box 315, 203 Corporate Dr STE 200, Beaver Dam, WI 53916

When it comes to your financial future, it's important to work with someone whotakes time to understand you and your situation. We take a step-by-stepapproach to identify your goals and develop specific strategies to help youachieve them.  Whether you want to plan for retirement, save for college,reduce your tax bills or ensure you have income to cover your expenses, we canprovide personalized service and investment strategies that have proventhemselves over the long-term.  Contact me today and see how personal service can make a difference.

PO Box 852, Beaver Dam, WI 53916

Compeer Financial is a member-owned, Farm Credit cooperative serving and supporting agriculture and rural communities. We provide loans, leases, risk management and other financial services throughout 144 counties in Illinois, Minnesota and Wisconsin. Based in the upper Midwest, Compeer Financial exists to champion the hopes and dreams of rural America.

381 Police Memorial Drive, Attn: Jill Uhe, Fond du Lac, WI 54935

201 Park Avenue, Beaver Dam, WI 53916