Rooted in Wisconsin. Connected to Sarasota.
Three Wisconsin offices and one on Florida's Gulf Coast, sharing the same files, the same specialists and the same plan — which matters most for the families who spend part of the year in each state.
Fond du Lac, WI
N6687 Wrightway Drive
Fond du Lac, WI 54937-8433
(920) 921-6288
Our home office at the south end of Lake Winnebago, serving Fond du Lac County families, farm and manufacturing businesses, and multigenerational households.
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Appleton, WI
W6240 Communication Court, Suite 1
Appleton, WI 54914-8549
(920) 882-6288
Serving the Fox Valley — Appleton, Neenah, Menasha, Kaukauna and Little Chute — where closely held businesses and long-tenured employees plan for the next stage.
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Madison, WI
5315 Wall Street, Suite 280
Madison, WI 53718-7965
(608) 318-2633
On Madison's east side, close to the region's professional, health-care, public-sector and technology employers and the businesses that grow alongside them.
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Sarasota, FL
1226 N Tamiami Trail, Suite 200
Sarasota, FL 34236-2403
(941) 366-0344
On North Tamiami Trail near Sarasota's cultural district, serving Gulf Coast residents, seasonal residents and the many Wisconsin families who now spend part of the year in Florida.
View this office →Wisconsin offices (CT)
| Season | Days | Hours |
|---|---|---|
| Feb 15 – Apr 15 | Monday – Thursday | 8:00 AM – 5:30 PM |
| Feb 15 – Apr 15 | Friday | 8:00 AM – 5:00 PM |
| Apr 16 – Feb 14 | Monday – Thursday | 8:00 AM – 5:00 PM |
| Apr 16 – Feb 14 | Friday | 8:00 AM – 3:00 PM |
Sarasota office (ET)
| Season | Days | Hours |
|---|---|---|
| Feb 15 – Apr 15 | Monday – Friday | 9:00 AM – 5:00 PM |
| Apr 16 – Feb 14 | Monday – Friday | 9:00 AM – 4:00 PM |