Midwest Financial Group

Thun Financial Advisors, based in Shorewood Hills, Village of, WI, is a leading international wealth management firm specializing in serving American expats and cross-border families in over 90 countries. With over $245 billion in combined assets under management advisement as of July 1, 2023, their team of cross-border wealth managers offers expertise in investment management, financial planning, and strategic tax planning tailored to the unique needs of clients living and working abroad. Through their planning-led approach, Thun Financial Advisors helps expats optimize their investments, navigate complex tax laws, and ensure compliance with U.S. regulations. Their services cover a range of financial aspects, including currency risk management, retirement planning, international tax planning, and estate planning for U.S. citizens living abroad, providing comprehensive support to help clients achieve their long-term financial goals while abroad.Generated from the website

Transamerica Financial Advisors Inc is a financial advisory firm located in Madison, WI. The company provides financial advisory services and operates its business primarily through its Madison location. This description was generated from their website

North Star Resource Group, based in Madison, WI, is a renowned financial services company providing a comprehensive range of services to individuals, families, business owners, and specialized professionals like physicians, dentists, nurses, lawyers, and veterinarians. The company offers personalized financial planning, investments, insurance products, employee benefits, and long-term health care solutions, with a team of over 170 associates nationwide dedicated to guiding clients towards financial security based on their unique values and goals. Generated from the website