Progressive Insurance

Operational since 1930, Wipfli LLP is one of the largest accounting and business consulting firms in the United States. Based in Milwaukee, Wis., the company offers customer a wide array of services in the categories of audit/accounting, consulting, individual/international services, merger/acquisition, etc. In addition, it provides outsourcing/retirement plan solutions, risk management, tax services and valuation forensic, and litigation support. The firm serves various industries, including auto dealerships, construction/real estate, financial institutions and many more. Wipfli LLP has affiliations with PKF North America and Wipfli Hewins Investmentor Advisors.

Investment Designers Inc is a Wisconsin-based financial planning company with over 30 years of experience in the financial services industry. They specialize in developing retirement plans for small businesses and creating customized financial plans for individuals and families, offering a range of services including retirement planning, tax planning, estate planning, and investment management. With a client-focused approach, Investment Designers works closely with their clients to develop customized financial plans that meet their specific goals and build towards their unique vision for the future. They prioritize customer service and communication, offering a comprehensive process that addresses all aspects of financial planning before discussing investment management. Their team of experienced financial advisors empowers individuals, families, and businesses to gain a better understanding of their finances and take control of their financial situations.Generated from the website