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Country: United States
State: Wisconsin

List of the Top Wisconsin Financial Services Companies

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  • CSTMR

    CSTMR

    Fintech & Financial Marketing & Advertising

    $25,000+
    $200 - $300 / hr
    10 - 49
    Bee Cave, TX
    Service Focus

    "They have the ability to shine and produce results regardless of any challenge thrown at them."

    • Marketing Manager, UniTeller Financial Services
  • Elite Tax Service, CPAs

    Elite Tax Service, CPAs

    Dedicated to you and all of your accounting needs.

    Undisclosed
    Undisclosed
    2 - 9
    Appleton, WI
    Service Focus

    Mary Kosloske and Margo Zuleger are CPAs with over 20 years of business ownership in the Fox Valley.  They  understand the needs of small business and have a passion for helping others.…

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  • Gloudeman CPA, LLC and Steve Hollmann SC CPA

    Gloudeman CPA, LLC and Steve Hollmann SC CPA

    CPAs Serving Oshkosh and Appleton, Wisconsin.

    Undisclosed
    Undisclosed
    2 - 9
    Appleton, WI
    Service Focus

    We are two established firms of certified public accountants that offer the highest quality of service. Our emphasis is on personal service and attention to our client's individual needs.…

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  • Accounting Unlimited

    Accounting Unlimited

    Bookkeeping, Payroll, and Tax Preparation Services

    Undisclosed
    Undisclosed
    2 - 9
    Appleton, WI
    Service Focus

    Our  firm  is  focused  on  providing  Accounting Services  with the highest levels of customer satisfaction. We offer a broad range of Bookkeeping, …

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  • Undisclosed
    Undisclosed
    10 - 49
    Neenah, WI
    Service Focus

    Our Firm’s objective is to be the best CPA Firm in the areas we serve by helping our clients earn more and keep more of what they earn. 

    Roberts, Ritschke & Tyczkowski, Ltd. specializes…

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  • Valley Accounting Solutions

    Valley Accounting Solutions

    Accounting, Payroll & Income Tax Preparation

    Undisclosed
    Undisclosed
    2 - 9
    Sherwood, WI
    Service Focus

    Valley Accounting Solutions LLC serves small business and individual clients. We perform accounting services on a monthly, quarterly or yearly basis. 

    Accounting computer software support is…

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  • Fox Valley Tax Prep

    Fox Valley Tax Prep

    Tax Preparation Service · Financial Consultant

    Undisclosed
    Undisclosed
    2 - 9
    Kimberly, WI
    Service Focus

    Our company specializes in accounting and tax preparation services for a wide variety of clients. We specialize in:

    -Tax return filing and tax planning for individuals

    -Bookkeeping and…

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  • Brian Olson Tax & Accounting

    Brian Olson Tax & Accounting

    Small Business and Personal Tax Preparation.

    Undisclosed
    Undisclosed
    Freelancer
    Little Chute, WI
    Service Focus

    Brian Olson has 20 years of tax and accounting experience. His accounting degree is from the University of Wisconsin-Green Bay. He has worked in a variety of public and…

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  • Kolbe Accounting & Tax SC

    Kolbe Accounting & Tax SC

    Simplify Your Accounting.

    Undisclosed
    Undisclosed
    2 - 9
    Green Bay, WI
    Service Focus

    Kolbe Accounting & Tax SC is a full service accounting company. Our services include tax planning and preparation, public accounting, business consulting and pay roll processing. From…

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  • David J Magruder, CPA

    David J Magruder, CPA

    Professional Tax and Accounting Services.

    Undisclosed
    Undisclosed
    Freelancer
    Menasha, WI
    Service Focus

    Mr. Magruder has been public accounting for over 25 years and has serviced businesses in the service, retail, rental and non-profit industries.

    Mr. Magruder’s professional memberships are in the…

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  • Reinl Accounting, Inc.

    Reinl Accounting, Inc.

    Committed To Genuine Personalized Service.

    Undisclosed
    Undisclosed
    2 - 9
    Chilton, WI
    Service Focus

    Reinl Accounting, Inc. is a full service financial firm dedicated to satisfying the personal and professional goals of our clients. Over the years the firm has grown to a staff of five…

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  • Brunette Tax & Accounting

    Brunette Tax & Accounting

    Your Trusted Accountants.

    Undisclosed
    Undisclosed
    2 - 9
    Green Bay, WI
    Service Focus

    We provide a variety of services for individuals, partnerships, trusts, estates and corporations. These services include tax preparation with planning and forecasting for taxes. We also provide a…

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  • A.C.E. CPA, LLC

    A.C.E. CPA, LLC

    Accountant. Consultant. Expert.

    Undisclosed
    Undisclosed
    2 - 9
    Menasha, WI
    Service Focus

    A.C.E. CPA, LLC was founded to provide accounting and expert CPA services, while staying affordable. Many tax and accounting professionals try to tackle too much when it’s time to tackle tax…

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  • J.A. Huth & Associates

    J.A. Huth & Associates

    Providing Financial Management Services.

    Undisclosed
    Undisclosed
    2 - 9
    Appleton, WI
    Service Focus

    J.A. Huth & Associates provides a wide range of services to individuals and businesses in a variety of industries. Our firm strives to meet each client’s specific needs in planning for the…

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  • VVH & Associates

    VVH & Associates

    Personalized approach to Professional CPA services

    Undisclosed
    Undisclosed
    2 - 9
    Little Chute, WI
    Service Focus

    We invite you to explore a different kind of accounting firm – where CPA  expertise, prompt tax preparation,  and personalized service affords each client the individual and professional…

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  • E&S Entrepreneur Advisors

    E&S Entrepreneur Advisors

    Business, Accounting, Financial Support.

    Undisclosed
    Undisclosed
    2 - 9
    Appleton, WI
    Service Focus

    We provide clients with the best combination of financial management and business support services at an affordable rate while helping improve our local economy by helping businesses grow. We offer…

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  • Badger & Fox Tax and Business

    Badger & Fox Tax and Business

    Error Free Service Guarantee.

    Undisclosed
    Undisclosed
    2 - 9
    Appleton, WI
    Service Focus

    Since 1992 we have been providing customers with high quality error free tax return preparation. We offer both Corporate and individual choices income tax return preparation. Our office is open year…

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  • FactsWrite

    FactsWrite

    Accounting and Tax Preparation in Appleton, WI

    Undisclosed
    Undisclosed
    2 - 9
    Appleton, WI
    Service Focus

    Factswrite offers bookkeeping and tax preparation services for businesses and individuals. With the mission of assisting and solving accounting and tax problems people may encounter, Factswrite does…

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  • Edge Advisors

    Edge Advisors

    Practice Management That Makes Sense.

    Undisclosed
    Undisclosed
    10 - 49
    Appleton, WI
    Service Focus

    A full-service, Independent, and trusted Consulting Firm. We offer practice sales, recruiting, accounting & tax, branding & marketing, insurance, and financial planning. We are young and…

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  • VRC (Valuation Research Corporation)

    VRC (Valuation Research Corporation)

    Valuation & Advisory Services

    Undisclosed
    Undisclosed
    50 - 249
    Milwaukee, WI
    Service Focus

    VRC is a full-service, independent, global valuation firm. We have been named International Valuation Firm of the Year for nine consecutive years at the International M&A Awards and four…

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  • Hagen CPA, LLC

    Hagen CPA, LLC

    We'll help you grow

    Undisclosed
    Undisclosed
    2 - 9
    Janesville, WI
    Service Focus

    Hagen CPA is dedicated to helping our clients realize their financial goals. As your financial advisor we believe that our relationship goes beyond the preparation of the financial statements and…

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  • Summit Accounting Group, Inc.

    Summit Accounting Group, Inc.

    Accounting Firm in Wisconsin

    Undisclosed
    Undisclosed
    10 - 49
    Janesville, WI
    Service Focus

    Summit Accounting is a "different kind of accounting firm" for reasons beyond our practice focus and our CPA's. We are different in the fundamental way that the firm is organized to serve clients. We…

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  • Hamilton CPA, LLC

    Hamilton CPA, LLC

    Accounting Firm in Wisconsin

    Undisclosed
    Undisclosed
    2 - 9
    Janesville, WI
    Service Focus

    Since 1989, Hamilton CPA, LLC has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services…

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  • Jensen Accounting & Consulting, Inc.

    Jensen Accounting & Consulting, Inc.

    Accounting & Consulting Company in Wisconsin

    Undisclosed
    Undisclosed
    2 - 9
    Janesville, WI
    Service Focus

    Jensen Accounting & Consulting has been serving small to medium sized businesses for over 30 years. Providing both Accounting and IT services to our customers to give them one point of contact to…

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  • ALT TAX & FINANCIAL SERVICES, INC.

    ALT TAX & FINANCIAL SERVICES, INC.

    Financial Services in Wisconsin

    Undisclosed
    Undisclosed
    2 - 9
    Janesville, WI
    Service Focus

    Welcome to Alt Tax and Financial Services.

    We have been offering Individual Income Tax Preparation Services since 1975 and Financial Services since 1987.

  • Charles E. Gierl CPA, LLC

    Charles E. Gierl CPA, LLC

    We're working for your success

    Undisclosed
    Undisclosed
    10 - 49
    Kenosha, WI
    Service Focus

    Chuck began practicing in the Kenosha area in 1990 providing accounting and business services with a focus on individuals and small to medium size businesses.  His wife, Sally has worked in a…

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  • Scott Olson, CPA, LLC

    Scott Olson, CPA, LLC

    Accounting you can count on

    Undisclosed
    Undisclosed
    2 - 9
    Kenosha, WI
    Service Focus

    Our public accounting firm specializes in small business and individual tax.  Our staff of 6 accounting professionals can accommodate your needs from small to complex. 

    We provide…

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  • Specialized Accounting Services, LLC

    Specialized Accounting Services, LLC

    Franchise and Franchisor Accounting

    Undisclosed
    Undisclosed
    50 - 249
    Pleasant Prairie, WI
    Service Focus

    Specialized Accounting Services (SAS) helps build the value of a franchise. We provide stable and accurate accounting support to help franchisees make more informed decisions and enable them to work…

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  • Dana Investment Advisors

    Dana Investment Advisors

    Investment Management Services in Wisconsin

    Undisclosed
    Undisclosed
    10 - 49
    Waukesha, WI
    Service Focus

    Dana Investment Advisors is an Asset Management firm that guides investors through an ever-changing market environment. Dana actively manages a broad range of public U.S. Equity and Fixed Income…

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  • Payroll Express

    Payroll Express

    Business owners face a long list of challenges.

    Undisclosed
    Undisclosed
    2 - 9
    Waukesha, WI
    Service Focus

    We’re a Midwest-based quality payroll service provider giving each customer personal attention.

    Since 1993, we’ve stood by our founding mission of collaborating with businesses to give them…

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  • West Bend Mutual Insurance

    West Bend Mutual Insurance

    The worst brings out our best

    Undisclosed
    Undisclosed
    1,000 - 9,999
    West Bend, WI
    Service Focus

    We're hiring at West Bend!  Check out our careers page on our website for updated listings.

    Since 1894, West Bend Mutual Insurance has come to stand for excellence through the use of…

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  • Undisclosed
    Undisclosed
    2 - 9
    Madison, WI
    Service Focus

    Central Wealth Management is a client-centric firm. What that means for you is that we as a Registered Investment Advisor (RIA) FIDUCIARY FIRM, focus solely on the best interests…

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  • JLC Bookkeeping Plus

    JLC Bookkeeping Plus

    Certified QuickBooks ProAdvisors

    Undisclosed
    Undisclosed
    10 - 49
    Star Prairie, WI
    Service Focus

    When it comes to owning a small business, you do everything as the business owner. From making a profit to keeping a handle on daily activities. Sometimes, certain details fall through the…

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  • Ansay & Associates

    Ansay & Associates

    Insurance Port Washington, Wisconsin

    Undisclosed
    Undisclosed
    250 - 999
    Port Washington, WI
    Service Focus

    Ansay and Associates are in its 75th year as being Wisconsin’s premier independent insurance agency with offices located all over Wisconsin. Our unique approach to insurance, “The Ansay Way,” ensures…

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  • Riverwater Partners

    Riverwater Partners

    Investment Management in Milwaukee

    Undisclosed
    Undisclosed
    2 - 9
    Milwaukee, WI
    Service Focus

    Riverwater is Wisconsin's largest fully dedicated manager of socially responsible investments, serving families, consultants, financial advisors, and foundations. The firm applies environmental,…

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  • Corporate Valuation Advisors, Inc.

    Corporate Valuation Advisors, Inc.

    Committed to Global Excellence in Value Reporting.

    Undisclosed
    Undisclosed
    10 - 49
    Hartland, WI
    Service Focus

    A full service valuation and financial advisory firm, celebrating 30 years of providing valuations of business enterprises, tangible assets, and intangible assets and advising our clients on various…

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  • Oakwood Wealth Management

    Oakwood Wealth Management

    From Here To Retirement... and Beyond!

    Undisclosed
    Undisclosed
    2 - 9
    Caledonia, WI
    Service Focus

    Jack Bianchi of Oakwood Wealth Management manages an independent full-service financial investment and risk management firm. Our consulting process involves establishing our client’s goals in all…

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  • Enterforce, Inc.

    Enterforce, Inc.

    The Proven Way To Work

    Undisclosed
    Undisclosed
    10 - 49
    Kenosha, WI
    Service Focus

    We are experts in helping our clients to navigate the evolving landscape of their talent requirements and ensure that our solutions are aligned with their unique organizational culture. What sets us…

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  • TMI Consulting, LLC

    TMI Consulting, LLC

    Business Consulting and Services in Wisconsin

    Undisclosed
    Undisclosed
    50 - 249
    Milwaukee, WI
    Service Focus

    TMI Consulting, LLC is an award-winning information technology and management consulting firm. TMI provides enterprise solutions, management consulting and financial services to both government and…

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  • S&L iMAGINATIONS

    S&L iMAGINATIONS

    We create the future

    Undisclosed
    Undisclosed
    250 - 999
    Green Bay, WI
    Service Focus

    S&L iMAGINATIONS has been in the business management industry since January 2012. Our company is a major catalyst for any small, medium, or large business. --We focus our best intentions and work…

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  • Vista360, LLC

    Vista360, LLC

    Financial Services in Wisconsin

    Undisclosed
    Undisclosed
    2 - 9
    East Troy, WI
    Service Focus

    Vista360 is a management consulting firm that assists investment advisers and funds with SEC compliance and strategic matters. Our advice is practical and customized for each client's needs and…

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  • PPG Partners, LLC

    PPG Partners, LLC

    Your Partner In Business Since 1962

    Undisclosed
    Undisclosed
    10 - 49
    Kenosha, WI
    Service Focus

    Welcome to PPG Partners: Certified Public Accountants and Consultants for Dentists, Physicians, Veterinarians, and LawyersPPG Partners, LLC, is the leading certified public accounting (CPA) and…

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  • Frank Sterbin CPA, SC

    Frank Sterbin CPA, SC

    Certified Public Accountants You Can Trust

    Undisclosed
    Undisclosed
    2 - 9
    Racine, WI
    Service Focus

    Experienced Accountants with Strong Racine TiesFrank Sterbin has been a trusted representative in the accounting industry since 1981. Frank and his staff offer a wide portfolio of accounting,…

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