Financial Planning Financial Planners locations near Windsor, WI

Showing 1–10 of 10 results

We track 10 financial planning financial planners listings in and around Windsor, WI, spread over 5 ZIP codes. Listings here were last checked in Oct 2026.

Investment Centre

📍 321 N Main St, DeForest, WI, 53532

📞 608-846-4771

🌐 www.investmentcentre.us

At the Investment Centre, we provide financial guidance to help individuals, families, and businesses achieve various goals throughout their lifetimes.

Matthew Niermeyer Financial Planner

📍 1617 Savannah Way, Waunakee, WI, 53597

📞 608-850-3503

Brown Advisory Group

📍 2445 Darwin Rd, Madison, WI, 53704

📞 608-241-4425

Princeton Capital Advisors

📍 2310 Crossroads Dr Ste 1600, Madison, WI, 53718

📞 608-240-9500

Wisconsin Financial Services LLC

📍 3557 E Washington Ave, Madison, WI, 53704

📞 608-630-9007

Wisconsin Wealth Advisors LLC

📍 1777 W Main St, Sun Prairie, WI, 53590

📞 608-825-9950

🌐 wiwealthadvisors.com

SB Financial Services

📍 610 W Main St, Waunakee, WI, 53597

📞 608-849-2706

Updated Oct 2026

Financial Decisions Group

📍 100 Wilburn Rd, Sun Prairie, WI, 53590

📞 608-825-9668

🌐 fdg.net

Financial Decisions Group is a financial services firm located in Sun Prairie, Wisconsin. The firm offers a range of services including estate planning, financial planning, insurance, investment services, and retirement services. Clients can also access products such as bonds, IRA accounts, and stocks. This establishment is equipped to assist individuals and families in managing their financial futures effectively.

First Weber Group Realtors

📍 4274 E Towne Blvd Ste 206, Madison, WI, 53704

📞 608-241-1567

🌐 facebook.com/firstweber

Raymond James

📍 3762 E Washington Ave, Madison, WI, 53704

📞 608-282-6316

🌐 raymondjames.com