Edward Jones

Enterprise Services Inc (ESI) is a trusted business valuation and transition planning firm based in Delafield, WI. With over 30 years of experience, ESI specializes in employee stock ownership plans (ESOPs) and offers expert guidance to privately held businesses seeking to transition their ownership or obtain objective valuations. The ESI Equity team, comprised of seasoned professionals with extensive financial expertise, is dedicated to helping businesses navigate through transitions and achieve their goals. Recognized nationally for their valuation services and ESOP expertise, ESI Equity is committed to providing accurate and defensible valuations, as well as comprehensive transition planning solutions.Generated from the website

Boardwalk Financial Strategies, located in Delafield, WI, is a Registered Investment Adviser that specializes in providing integrated financial planning and investment advisory services for families, individuals, and business owners with $2 million in investable assets. As independent fiduciaries, they prioritize the best interests of their clients, offering personalized service without sales pitches or hidden fees. The firm emphasizes a holistic approach to wealth management, focusing on customized financial paths, expert advice, and comprehensive portfolio management. Their mission is to simplify complex financial decisions and guide clients through various life transitions with confidence and peace of mind. Generated from the website

The Senglaub Financial Group is a family-owned financial firm based in Delafield, WI, with over 55 years of experience in providing personalized financial planning services. Led by a team of dedicated professionals, they offer a range of services including personalized financial plans, lifetime income planning, alternative investments, life insurance, and estate planning. With a holistic approach and a focus on putting the client first, they strive to help individuals and businesses adapt their financial growth for each step of life's journey. At The Senglaub Financial Group, clients can expect a team of experts specializing in different areas to work together to meet their unique needs. Founded by Mike Senglaub and now led by the second and third generations of the family, the firm has a strong commitment to caring for clients, their families, and their legacies. With a personalized and continuously updated approach, they aim to provide comprehensive financial solutions that reflect each client's individual circumstances and goals.Generated from the website