Johnson Financial Group is a privately held company based in Wisconsin, offering a range of banking, wealth management, and insurance services. It operates through various subsidiaries, including Johnson Bank and Cleary Gull Advisors, and has a significant presence in both Wisconsin and Arizona. The company employs over 180 individuals and provides personal and commercial insurance, risk management, and consulting services through its insurance agency, Johnson Insurance. Clients benefit from integrated financial solutions, making Johnson Financial Group a comprehensive provider of financial services.
Appleton Group is a investment and wealth management firm.
Monterey Benefits
Acquisition in 2016
Monterey Benefits is a provider of employee benefit plan management services, resulting from the merger of two leading insurance agencies. The company specializes in offering a range of employee benefits, including group health, dental, disability, life, long-term care, and voluntary products. By combining expertise and resources, Monterey Benefits aims to deliver quality insurance solutions that effectively meet the needs of its clients. The focus on locally owned and operated services ensures a strong commitment to customer satisfaction and value.
Cleary Gull Advisors
Acquisition in 2016
Cleary Gull Advisors specializes in investment advisory and wealth management services, catering to high-net-worth individuals, families, pilots, nonprofit hospitals, and senior living communities across the United States. The firm provides comprehensive financial advisory services, including guidance on domestic and cross-border mergers, acquisitions, private debt, and equity capital. Through its focus on personalized service, Cleary Gull Advisors aims to meet the unique financial needs of its diverse clientele, ensuring tailored strategies that align with their specific goals and circumstances.
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