M & I Financial Advisors

BMO, a prominent financial institution in Madison, WI, offers a comprehensive range of banking services including checking and savings accounts, credit cards, loans, and investment options tailored for both personal and business needs. Their innovative products, such as the BMO Smart Advantage Checking and various mortgage solutions, cater to diverse financial goals while providing exceptional customer support and resources. In addition to standard banking offerings, BMO features specialized accounts like Health Savings Accounts and a Credit Builder Program, aimed at enhancing clients' financial well-being. The bank's commitment to community engagement is evident through initiatives that provide valuable resources and promote financial literacy among its customers. Generated from the website

Prairie Trust, based in Oconomowoc, WI, offers a range of services focusing on trust administration, estate settlement, and special needs trusts. Its dedicated team is committed to providing responsive, active, and accessible support to clients. With practical insights and industry news available through articles, expert tips, and a monthly eNewsletter, Prairie Trust aims to empower individuals serving as trustees or those seeking to deepen their financial knowledge. Through its Continuing Education Luncheon Series, Prairie Trust provides an opportunity for clients to engage and learn about managing their trust, fiduciary, and custody assets effectively and understanding the differences between account types. Generated from the website content

Located on the citys north side and east of Lake Country, Johnson Financial Groups Waukesha office is a short commute to and from the nearby city of Pewaukee. Located less than 20 miles west of downtown Milwaukee, the office is easily accessible from I-94 and WI-190. We look forward to helping you with your banking needs!