Ameriprise Financial

Ameriprise Financial Advisors in Lake Geneva, WI, offers personalized guidance to help clients achieve their financial goals, with over 10,000 advisors available nationwide. Their approach combines one-on-one financial advice with regular meetings and access to digital tools, ensuring clients feel confident and in control of their financial life. The firm's advisors hold various professional designations, such as Accredited Asset Management Specialist (AAMS) and Accredited Investment Fiduciary (AIF), demonstrating their expertise in areas like investment strategies, estate planning, and portfolio management. Ameriprise Financial has received recognition for its commitment to understanding clients' needs and values, enhancing the overall advisory experience. Generated from the website

Ziegler Financing Corporation specializes in providing high-leveraged, low-cost, fixed rate debt nationwide to for-profit, nonprofit and community-based organizations. It provides services to organizations like skilled nursing, assisted living, Alzheimer care, other licensed care, independent living and hospitals. The company is a licensed U.S. Department of Housing and Urban Development (HUD) lender of B.C. Ziegler and Company, which is one of the largest companies in Wisconsin providing complete financial services. Established in 1902, B.C. Ziegler and Company offers alternative investments, asset management, investment banking and wealth management. Some of the clients of the company are Northwest University, Kirkland, Luther College and the Escondido Charter High School. It is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation.

The Roman author Plautus said that “your wealth is where your friends are.” It is so true: My best clients and professional acquaintances are also my friends and an extended part of my family, and I’ve enjoyed seeing them prosper. I’d like to welcome you to that circle of friends.