Why TRICOR?

  • Our Locations: Everyone eventually needs some Financial Services advice. Our vast network of offices allows us to provide hometown service throughout our Wisconsin-Iowa-Illinois region. We know our communities well in which we serve and know how to build plans that deliver the most value and the best service.
  • Employer & Employee Education: This is one of the most critical areas to a successful investment plan. Change is a constant and we take education very seriously as a key element of the relationship.
  • Our Relationships: At TRICOR we are woven into both our local communities in which we serve and in the companies who we represent. Having this long-term relationships helps to insure that we are providing the very best to our valued customers.
  • Our Independence: We are independent broker and investment advisor representatives. We can offer virtually any publicly traded investment. Since we represent a great number of companies, we can tailor options to fit your needs with no pressure to recommend certain investments.
  • Our Reputation: Without our solid, long-term reputation, we have nothing.
  • Our Experience: We hire the best and expect the best. We work at the highest level as a team behind the scenes. Our team has many years of financial services experience. This also helps to deliver unmatched value to our customer's buying decisions.