Local Services
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Banks / Financial Services / Insurance

BMO Harris Bank
410 Broad Street
Lake Geneva , WI 53147
phone: (262) 249-5680
fax: (262) 248-7320
web: www.bmoharris.com
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BMO Harris Bank N.A. provides a broad range of personal banking products and solutions through over 650 branches and approximately 1,350 ATMs in Illinois, Wisconsin, Indiana, Kansas, Missouri, Minnesota, Nevada, Arizona and Florida. BMO Harris Bank's commercial banking team provides a...
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Carlson & Halpern CPA's, S.C.
924 Williams Street
Lake Geneva , WI 53147
phone: 262-249-1400
fax: 262-249-1500
email: scarlson@carlson-cpas.com
web: www.carlson-cpas.com
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Our mission at Carlson & Halpern CPAs, S.C. is to provide quality, prompt, valued-services that will contribute to our clients future success.  We take great pride in offering quality services, and truly believe that our success is a result of your success.
We strive to provide...
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Chamberlain & Henningfield
421 Broad Sreet
Lake Geneva , WI 53147
phone: 262-249-1100
fax: 262-249-1763
email: info@cchcpas.com or jchamberlain@cchcpas.com
web: www.cchcpas.com
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Our firm offers a wide range of services to our individual and business clients.  Because our firm is relatively small, our clients benefit by getting personalized, and quality service that is beyond comparison. 
Services offered include, but are not limited to: ...
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Chicago Title Insurance Company
253 Center Street #100
Lake Geneva , WI 53147
phone: 262-248-1123
email: nancy.ketterhagen@ctt.com
web: www.wi.ctic.com
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Chicago Title Insurance Company has been a leader in the title industry in Walworth County for over 70 years.  You can count on local people, familiar with local properties to assist you in your title insurance needs.  Residential & Commercial transactions, escrow services,...
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Community Bank CBD
200 Interchange North
Lake Geneva , WI 53147
phone: 262-248-7800
fax: 262-248-7805
email: moldenhauert@communitybankcbd.com
web: www.communitybankcbd.com
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Community Bank CBD’s purpose and promise is to be known as the community bank that assists businesses and residents to successfully achieve their financial success. The bank does this by providing a variety of financial, value added products and services and exceptional customer service,...
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Country Financial
611 E. Geneva Street, Unit B
Elkhorn , WI 53121
phone: 262-723-7001
email: Ric.drake@countryfinancial.com
web: www.countryfinancial.com/ric.drake
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Deignan & Associates, S.C.
326 Center Street
Lake Geneva , WI 53147
phone: 262-248-6281
fax: 262-248-6088
email: george@deignancpa.com
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Providing accounting, tax, and auditing services since 1952.  Monthly and quarterly accounting services include a compete data processing department; individual and corporate income tax preparation and planning; corporate, government and non-profit auditing; estate tax preparation and...
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Edward Jones
500 Commercial Court, Suite 100
Lake Geneva , WI 53147
phone: 800-588-8234 or 262-248-8252
fax: 888-499-4783
email: steven.lois@edwardjones.com
web: www.edwardjones.com
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At Edward Jones, we believe our business is personal.  We look at your individual needs first so we can develop a strategy to help you achieve your long-term financial goals.  So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have...
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Edward Jones - Sheila Broderick
114 E. Geneva Square
Lake Geneva , WI 53147
phone: 262-248-4058
email: sheila.broderick@edwardjones.com
web: www.edwardjones.com
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FORM Wealth, LLC
431 Geneva National Avenue South
Lake Geneva , WI 53147
phone: 844-600-3008 or 262-686-3005
email: info@formwealth.com
web: www.formwealth.com
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FORM Wealth, LLC office is located on the Geneva National 11th hole of the Player Course. Our team at FORM strives to build relationships like no one else will, so we can manage wealth like no one else can.  Working with only a select number of clients. We consult by knowing the FORM your...
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Geneva Marketing Associates
N3536 Woodland Drive North
Lake Geneva , WI 53147
phone: 800-635-6025 or 262-248-3234
email: mkoch@genevamarketing.com
web: genevamarketing.com
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For the past 30 years, Michael Koch, (Geneva Marketing Associates),  has specialized in providing competitive group and individual health insurance.  We pride ourselves in offering the best "A and "A+" rated carriers, companies that have distinguished themselves...
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Goldstein & Associates
851 Park Drive Suite 104
Lake Geneva , WI 53147
phone: (262) 248-0620
web: ameripriseadvisors.com/david.sharpe
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Ameriprise Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. The team at Goldstein & Associates has the experience and resources to help affluent clients make the most of their wealth. We’ll provide personalized recommendations and support to help...
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Harvard State Bank
9605 Main Street
Hebron , IL 60034
phone: 815-648-2481
fax: 815-648-4644
email: mmanning@thehsb.com or pcurran@thehsb.com
web: www.webhsb.com
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Health Markets Insurance Agency
W3216 S. Lakeshore Dr.
Lake Geneva , WI 53147
phone: 630-927-0705
email: mreeves@healthmarkets.com
web: www.healthmarketscom/mreeves
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As a Senior Agent with Health Markets Insurance Agency, I am able to help families and the self employed navigate the health insurance market place and find plans that meet their needs and budget for health, life, long term care and medicare.
Interlogic Outsourcing, Inc.
P.O. Box 811375
Chicago , Illinois 60681
phone: 574-262-2800
email: james.feehery@ioipay.com
web: www.ioipay.com
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Interlogic Outsourcing, Inc., (IOI) is a national provider of payroll and employer services. Our state-of-the-art web-based payroll system IOIPay offers smart solutions for progressive employers, including integrated HRIS/payroll employee self-service, enhanced reporting, pay card, electronic...
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Interstate Insurance Group
100 East Main Street, P.O. Box 370
Lake Geneva , WI 53147
phone: 262-248-6295
fax: 262-248-9708
web: www.interstateinsurancegroup.com
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Interstate Insurance is a family owned and run insurance agency established in 1934.  We offer commercial and personal insurance, and have the ability to write stand-alone seasonal homes.  We write business in the following states:  Wisconsin, Illinois, Michigan, California,...
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Knight-Barry Title, Inc.
400 Broad Street Unit D
Lake Geneva , WI 53147
phone: 262-249-0825
email: shelley@knightbarry.com
web: www.knightbarry.com
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Offering title, closing and construction disbursement services for Walworth County with the ability to service all Wisconsin Counties.  Licensed to conduct business in many states with the ability for Nationwide. 

MercyCare Health Plans
580 N. Washington St.
Janesville , WI 53548
phone: 608-757-3104
email: ssargent@mhsjvl.org
web: www.mercycarehealthplans.com
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MercyCare Health Plans is a subsidiary of Mercy Health System. Since MercyCare’s inception in 1994, we have grown to over 40,000 members. MercyCare’s service area includes Rock, Walworth, Green, and Jefferson counties. Our members receive care at over 68 locations in 23 communities,...
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Northwestern Mutual
1800 Conant St.
Lake Geneva , WI 53147
phone: 262-745-9447
email: cory.w.anderson@NM.com
web: www.northwesternmutua.com
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Engaging to unite others aspiring for FINANCIAL OPTIMIZATION in representation of Northwestern Mutual, we forge relationships that endure life’s dynamic challenges with mindful agility and adaptability. Invoked from a passion to be at the center of your financial life, we recognize and...
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Shields Insurance Company
61254 S. Wells St. Unit F
Lake Geneva , WI 53147
phone: 262-248-0861
fax: 262-249-0288
email: kshields@allstate.com
web: www.allstate.com/kshields
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Spiegelhoff & Associates Insurance
803 S. Wells St.
Lake Geneva , WI 53147
phone: 262-248-9502
email: joshua@spiegelhoffinsurance.com
web: www.spiegelhoffinsurance.com
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Established in 1981, Spiegelhoff Insurance has operated in Lake Geneva as an independent insurance agency licensed in Wisconsin, Illinois and Iowa. We specialize in providing solutions for both commercial and personal property and casualty insurance, along with life and health insurance. The...
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Thrivent Financial
Lake Geneva , WI 53147
phone: 815-715-1526
web: www.thriventfinancial.com
Thrivent Financial is a not-for-profit financial service organization. Thrivent offers a full range of products and services to help ensure your financial future is secure, including: fixed and variable annuities, charitable giving solutions, education funding options, fee-based financial...
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Town Bank
567 Broad Street
Lake Geneva , WI 53147
phone: (262) 248-6940
email: kbehrens@townbank.us or jyunker@townbank.us
web: http://www.townbank.us
>> map and directions
At Town Bank, we are committed to providing the best products and services. We offer convenience, accessibility and focus on developing a well-rounded banking relationship with you. Our relationship banking staff has a rich history of providing highly personalized service to our customers with a...
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Transamerica Financial Advisors, Inc.-Transamerica Financial Group Division
2801 Coho Street, Suite 202-A
Madison , WI 53713
phone: 262-215-7110 or 608-276-6060
fax: 608-276-7601
email: marilee.engelman@tfaconnect.com
web: www.tfaconnect.com
>> map and directions
At Transamerica Financial Advisors, Inc. we are committed to providing quality, professional service to our clients.  These everyday people are at the center of our business, and we have a responsibility to serve them with the financial knowledge,experience and guidance that they...
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US Bank
303 Center Street
Lake Geneva , WI 53147
phone: (262) 249-5800
fax: (262) 249-5839
email: jennifer.uribe@usbank.com
web: www.usbank.com
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"We put the power of us to work for you."

Waterstone Mortgage Corporation
503 Center Street
Lake Geneva , WI 53147
phone: 262-248-6681
fax: 262-248-6684
email: mkuehl@waterstonemortgage.com
web: www.waterstone-lg.com
>> map and directions
Waterstone Mortgage Corporation is Wisconsin's largest locally-based mortgage company and, in Lake Geneva, we are proud t be Waterstone's first and longest tenured branch.  IN 2014, we are celebrating our 10th anniversary in the Lake Geneva area.  As a subsidiary of Waterstone Bank, we...
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