As the financial world grows more complicated, individuals are increasingly reliant on advice from an ever-growing range of professionals. Just finding them can be a very time-consuming process.
To better serve our clients, Summit has assembled a list of Pinnacle Service Providers, comprised of professionals in fields of Accounting, Tax Preparation, Insurance, Law and Estate Planning. Summit’s Pinnacle Service Providers can provide the non-investment services you need to achieve your financial goals.
When you contact any of these service providers, be sure to identify yourself as a Summit client. They will immediately treat you as a valued customer.
Our Pinnacle Service Providers Include:
For Individuals
Accounting and Tax Planning
AM Accounting & Tax Service, LLC
Alice Zaganczyk Peterson, MS, CPA
1123 N Water St, Suite 300
Milwaukee, WI 53202
Phone: 414-231-9138
Fax: 414-918-4570
www.amaccountingonline.com
[email protected]
We are a full-service CPA firm licensed in WI. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.
- Individual tax planning and tax preparation
- Small Business tax planning and tax preparation
- Real Estate tax planning and tax preparation
- Small business bookkeeping, payroll, CFO Services, business coaching, financial statement compilation.
Our firm is one of the leading firms in the area. By combining our expertise, experience, and the energy of our staff, each client receives close personal and professional attention.
Please call us today and we’ll be happy to offer you a free initial consultation.
YOUR EXCLUSIVE PINNACLE BENEFITS
All Summit Clients are eligible to receive: 10% off services.
Brian Leben CPA
Lulloff, Leben & Taylor, LLC
3333 N Mayfair Rd, Suite 203
Wauwatosa, WI 53222
Ph: 414-777-0700
www.lltcpas.com
We provide a wide range of services to individualsand businesses in a variety of industries. Our goal is to help clients maintain viability in the near term while taking a proactive approach to accomplish future objectives. LL&T is dedicated to meeting those goals with high standards of excellence and proessionalism.
We offer the following services:
- Tax Preparation – Business and Individual
- Bookkeeping and Payroll
- Business Advisory
- Comprehensive Tax PLanning
Insurance
Bruce P Donlan
Estate Management & Services, LLC
PO Box 125
Kendall, WI 54638
Main: 800-232-2375
Ph: 608-553-2973
35 years experience of Life Underwriting, LTC, Life, Fixed Annuities, Disability Income, Business Insurance and Estate Planning concepts.
Mark Willis, CFP®
Lake Growth Financial Services
3520 S. Morgan St, Suite 214
Chicago, IL 60609
Main: 800-962-9141
Ph: 312-970-9357
www.lakegrowth.com/schedule
We specialize in working with clients who want to grow their wealth in ways that are safe and predictable, and help them in becoming their own source of financing through the Bank on Yourself® concept and guaranteed income solutions.
Whether business owners, real estate investors, parents with college-bound children, or those just looking for more liquidity and predictability in their portfolio, we offer our clients a free financial consultation in conjunction with the recommendations with Summit Investment Management.
Nick Starr
The Starr Group
414-421-3800
[email protected]
Your Personal Insurance Counselor at The Starr Group will provide a full evaluation of your current policy to uncover common coverage gaps. We furnish several coverage options tailored to your specific needs for you to choose from. Our Licensed Service Team monitors your account throughout the year for any changes in premium. Whether by a life changing event (home purchase, new vehicle, college-bound kids, etc.) or by industry mark-up, The Starr Group delivers proportional solutions to fit your budget in a timely manner.
Talk to us today about:
- Home and Auto Protection
- Umbrella Policy
- Motorcycle, Boat, Snowmobile, RV Coverage
- Separating Personal Assets from Business Assets
Laura O’Neill
Cornerstone Insurance Agency
1700 Stieger Lake Ln, Suite 201
Victoria, MN 55386
(952) 448-5028
www.cornins.com
[email protected]
We are an independent car & home insurance agency, representing 12 different insurance companies FREE, no-obligation review of coverages.
Estate Planning
Mawicke & Goisman, S.C.
1509 North Prospect Avenue
Milwaukee, WI 53202
Phone: 414-224-0600
Fax: 414-224-9359
www.mawickelaw.com
Initial Inquiry Emails to Jennifer S. Walther, shareholder at: [email protected]
Established in 1979, Mawicke & Goisman, S.C. has become one of Wisconsin’s premier law firms. We provide comprehensive legal services to serve all of your business needs no matter what stage of growth you’re in. The creativity and experience of our attorneys is shown in their dedication to our clients; it has solidified the firm’s reputation as a results-oriented firm counseling a wide variety of business clients, both large and small.
Our Estate Planning Lawyers focus on assisting clients with personal estate planning (such as, revocable and irrevocable trusts, wills, powers of attorney, marital and property agreements, Medicaid planning, special needs planning, and guardianships), business succession planning, disputes involving trustees and trust beneficiaries, and probate.
YOUR EXCLUSIVE PINNACLE BENEFITS
All Summit Clients are eligible to receive: a 10% reduction in our standard fees for legal services.
For Businesses
Accounting and Tax Planning
Mawicke & Goisman, S.C.
1509 North Prospect Avenue
Milwaukee, WI 53202
Phone: 414-224-0600
Fax: 414-224-9359
www.mawickelaw.com
Initial Inquiry Emails to Jennifer S. Walther, shareholder at: [email protected]
Established in 1979, Mawicke & Goisman, S.C. has become one of Wisconsin’s premier law firms. We provide comprehensive legal services to serve all of your business needs no matter what stage of growth you’re in. The creativity and experience of our attorneys is shown in their dedication to our clients; it has solidified the firm’s reputation as a results-oriented firm counseling a wide variety of business clients, both large and small.
Our Tax team focuses on tax planning, tax controversies, and audits.
YOUR EXCLUSIVE PINNACLE BENEFITS
All Summit Clients are eligible to receive: a 10% reduction in our standard fees for legal services.
AM Accounting & Tax Service, LLC
Alice Zaganczyk Peterson, MS, CPA
1123 N Water St, Suite 300
Milwaukee, WI 53202
Phone: 414-231-9138
Fax: 414-918-4570
www.amaccountingonline.com
[email protected]
We are a full-service CPA firm licensed in WI. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.
- Individual tax planning and tax preparation
- Small Business tax planning and tax preparation
- Real Estate tax planning and tax preparation
- Small business bookkeeping, payroll, CFO Services, business coaching, financial statement compilation.
Our firm is one of the leading firms in the area. By combining our expertise, experience, and the energy of our staff, each client receives close personal and professional attention.
Please call us today and we’ll be happy to offer you a free initial consultation.
YOUR EXCLUSIVE PINNACLE BENEFITS
All Summit Clients are eligible to receive: 10% off services.
Legal
Mawicke & Goisman, S.C.
1509 North Prospect Avenue
Milwaukee, WI 53202
Phone: 414-224-0600
Fax: 414-224-9359
www.mawickelaw.com
Initial Inquiry Emails to Jennifer S. Walther, shareholder at: [email protected]
Established in 1979, Mawicke & Goisman, S.C. has become one of Wisconsin’s premier law firms. We provide comprehensive legal services to serve all of your business needs no matter what stage of growth you’re in. The creativity and experience of our attorneys is shown in their dedication to our clients; it has solidified the firm’s reputation as a results-oriented firm counseling a wide variety of business clients, both large and small.
Our Business Lawyers focus on choosing the appropriate entity to use for a particular business activity and structuring the ownership of the entity, buying and selling businesses, financing and structuring transactions, and contract negotiations.
Our Real Estate Lawyers focus on all aspects of commercial real estate, including planning, building, financing, leasing, buying and selling real estate.
Our Employment Lawyers counsel employers on all aspects of the employment relationship, including handbooks, contracts, discipline and discharge, leave administration, and wage and hour compliance, represent employers through government agency investigations, and defend employers in employment litigation in administrative agency proceedings and federal and state courts.
Our Estate Planning Lawyers focus on assisting clients with business succession planning, disputes involving trustees and trust beneficiaries, and probate.
YOUR EXCLUSIVE PINNACLE BENEFITS
All Summit Clients are eligible to receive: a 10% reduction in our standard fees for legal services.
Insurance
Bruce P Donlan
Estate Management & Services, LLC
PO Box 125
Kendall, WI 54638
Main: 800-232-2375
Ph: 608-553-2973
35 years experience of Life Underwriting, LTC, Life, Fixed Annuities, Disability Income, Business Insurance and Estate Planning concepts.
Nick Starr
The Starr Group
414-421-3800
[email protected]
Every business is unique and therefore commercial insurance can be complicated. Through detailed data gathering and discussion The Starr Groups commercial experts build a tailored program utilizing one of our many carriers to ensure you have a solution that is both competitive and comprehensive. The Starr Group specialists review leases, contracts, and work orders to confirm that all obligations of our customers are being met. In addition we help clients with risk management strategies, tools, and resources to proactively prevent or minimize losses.
Talk to us today about:
- Property
- General Liability
- Workers Compensation
- BOP Policies
- Cyber Insurance
- Inland Marine
- Commercial Auto
- Management Liability (Professional, Crime, Employment Related Practices, Fiduciary)
- Risk Management
