Our History
Welcome to WMIG – where our story began as a bank with a vision to expand horizons and empower our community through access to diverse investment opportunities. Recognizing the evolving needs of our members, we sought partnership with Money Concepts, a broker dealer that shared our commitment to financial empowerment. With their assistance, we seamlessly integrated investment services into our banking framework, creating Wisconsin Mutual Investment Group.
But our journey didn't stop there. We expanded our offerings to include auto, home, life insurance, and Medicare plans. This holistic approach helps ensure that our members have the support they need to safeguard their assets and loved ones, both today and in the future.
Now, as WMIG, we're dedicated to working hand-in-hand with our community, providing the guidance and resources necessary for individuals, families, and businesses to secure their financial well-being. Whether it's investing for retirement, or ensuring peace of mind with insurance coverage, we're here to help you navigate every step of the way.
But our journey didn't stop there. We expanded our offerings to include auto, home, life insurance, and Medicare plans. This holistic approach helps ensure that our members have the support they need to safeguard their assets and loved ones, both today and in the future.
Now, as WMIG, we're dedicated to working hand-in-hand with our community, providing the guidance and resources necessary for individuals, families, and businesses to secure their financial well-being. Whether it's investing for retirement, or ensuring peace of mind with insurance coverage, we're here to help you navigate every step of the way.
Why Choose Us?
Our clients choose to work with us for simple reasons:
1. We are independent. This means we are not incentivized or bound to only offer certain products. We are able to objectively look at of solutions available and recommend the ones that truly fit your needs the best.
2. We have the resources of a large firm with the intimate feel of a local office. We have access to industry experts and top of the line technology, but you’ll never need to call an 800-number to reach us. Local clients are welcome to drop by our offices, and for those out-of-state, our virtual meeting software ensures they don't miss out on the full WMIG experience.
3. We are committed to communication. Whether you prefer text, email, or phone calls, we make sure you have multiple ways to access us in a timely matter. Additionally, when you open an account with us, we’ll establish a transparent schedule of reviews and check-ins. This ensures that we are keeping up to date with your needs and that you know exactly how your investments are positioned.
We hope you choose to partner with us here at Wisconsin Mutual Investment Group, where your financial peace of mind is our priority!
1. We are independent. This means we are not incentivized or bound to only offer certain products. We are able to objectively look at of solutions available and recommend the ones that truly fit your needs the best.
2. We have the resources of a large firm with the intimate feel of a local office. We have access to industry experts and top of the line technology, but you’ll never need to call an 800-number to reach us. Local clients are welcome to drop by our offices, and for those out-of-state, our virtual meeting software ensures they don't miss out on the full WMIG experience.
3. We are committed to communication. Whether you prefer text, email, or phone calls, we make sure you have multiple ways to access us in a timely matter. Additionally, when you open an account with us, we’ll establish a transparent schedule of reviews and check-ins. This ensures that we are keeping up to date with your needs and that you know exactly how your investments are positioned.
We hope you choose to partner with us here at Wisconsin Mutual Investment Group, where your financial peace of mind is our priority!