First National Bank & Trust
Best Bank/Credit Union
First National is a family-run financial institution based in Beloit, that was first established in 1882. First National initially provided its products and services to its growing host community in the late 19th Century, but ultimately evolved to serve the broader region. Today, the company has $1.2 billion in assets and serves residents throughout Southern Wisconsin and Northern Illinois. As per their company website, First National’s mission is to serve the people: “Like you, we have roots in the community, care about what happens here, have goals to reach and dreams to make come true.”
Locations: 16 branches (including three in Walworth County: Delavan, Walworth and Williams Bay, WI
bankatfirstnational.com | 800-667-4401
Glanz and Associates
Based in Crystal Lake, Illinois, Glanz and Associates is a certified public accountant which provides services to both individual and business entities. The business focuses on bringing a personalized and efficient experience to all of their clients.
Location: 3 Grant St., Crystal Lake, IL
Chamberlain & Associates
This local Certified Public Accounting firm offers a range of services to both individuals and business clients, including accounting, estate planning, tax planning and preparation, consulting services as well as many other services. Providing prompt and accurate service in a proactive and professional manner is the philosophy and mission that Chamberlain & Associates uses when working with their clients. Valuing those client relationships, the firm focuses on extending personalized, quality service to all, a key to their commitment to excellence.
Location: 421 Broad Street, Lake Geneva, WI
cchcpas.com | 262-249-1100
Wynn at Law, LLC
Working with clients in Walworth and Kenosha counties, Wynn at Law is a firm specializing in bankruptcy, real estate, estate planning and probate law. The team’s success can be attributed to their compassionate and personal approach to practicing law. Founded by Shannon Wynn, joined by her teammate Alyssa Wilson—both of whom are natives of the area, Wynn at Law focuses on ensuring that their clients receive the best possible outcomes for their specific situations.
Location: 415 Broad St., Suite 201, Lake Geneva, WI
wynnatlaw.com | 262-725-0175
The Law Office of Loizzo & Loizzo
The Law Office of Loizzo & Loizzo offers services into the fields of family law, criminal defense and traffic and general litigation. Thomas F. Loizzo, who has been practicing since 1976, opened the firm in 1997 to focus his efforts in the areas of criminal defense, traffic, DUI, divorce, child custody, and general litigation. In 2004, Dane J. Loizzo joined the firm, adding orders of protection, estates, trusts and appeals to the firm’s list of specialties. The firm advocates for their clients, working to provide the best possible resolution for each case.
Location: 666 Russell Ct., Suite 100, Woodstock, IL
loizzoandloizzo.com | 815-338-8810
FORM Wealth Advisors
Best Financial Advisor
Tyson Jon Ray and Luke Kuchenberg, the founders of FORM Wealth, were intentional when they named their full-service financial firm. They are just as intentional with their practice: every conversation with a client begins with the client’s family, their occupations, the recreations they pursue, before at last moving on to how they wish to live out in their retirement. The firm, which manages $300 million in assets for clients and their families in Southeast Wisconsin, employs a staff of eight to help serve their client relationships, including three Certified Financial Planners™. After facilitating an in-depth discussion with the client, the advisors create a plan for that client to reach their future goals. For those wanting assistance, FORM Wealth offers help with cash and liability management, insurance, and investments, as well as retirement, tax and estate planning.
Location: 431 Geneva National Ave. South, Lake Geneva, WI
formwealth.com | 262-686-3005
Diamond Residential Mortgage
Best Mortgage Company
With a combined 175 years of experience in the mix, Diamond Residential Mortgage offers a full menu of loan programs, including construction, conventional, reverse mortgages and renovation. The lending company is described as “referral-focused” and is geared toward establishing local community relationships. The in-house experts can help applicants with mortgage calculations, down payment assistance, loan terminology, in addition to the dos and don’ts of loan applications.
Location: 582 Oakwood Ave., Lake Forest, IL
diamondresidential.com | 847-244-9301
Drieske Moving and Storage
Best Moving Company
This family-owned and operated service provider has been serving the Greater Chicagoland area for more than 40 years with residential and commercial clients’ needs. Drieske’s residential moving division provides services locally and across the country. The commercial moving end of the business serves a variety of industries, including retailers, manufacturers, healthcare and institutions. More recently, Drieske also has been offering onsite and offsite storage solutions for clients’ short- and long-term needs.
Location: 3203 Lakeside Court, McHenry, IL
Best Title Company
A trio of leaders in the technological advances shaping the title industry, has backed this local business, including the Chicago Title Insurance Company, First American Title Insurance Company and Old republic Title Insurance. “Our goal is to create a quality experience for you — every time,” a statement on the company website reads. “Whether it’s closing your first home, building your dream home, or providing investors with the highest level of experience in exchanges, we’ll guide you every step of the way.”
Location: 751 Geneva Parkway, Lake Geneva, WI
setitlellc.com | 262-248-0253
Tri-County Home Inspection
Best Home Inspection
While Tri-County serves a broader region, it is deeply entrenched within the Lake Geneva area, where 60 percent of the company’s client base is concentrated. The company specializes in addressing some of the unique issues that crop up on lakefront properties. Experts can look into such issues as mold and moisture formation, structural foundation problems, improper drainage and septic tank issues. Local inspectors will visit a full range of properties, from small farmhouses to large-scale vacation properties. Tri-County also offers radon and environmental testing.
Contact information: tricountyhomeinspectionllc.com/wi/lakegeneva/, 262-225-9668.
Verlo Mattress Co.
Best Mattress Store
Touted as the company providing “a better night’s sleep,” Verlo Mattress has earned a reputation of quality and value over their 60-year history. This Midwestern-based company has 20 stores in Wisconsin and 36 stores nationally. The McHenry store has been voted as the top mattress store for more than a decade, and offers mattress-building services. Lake Geneva’s Verlo mattress showroom and store features a range of the company’s signature handcrafted products. Among the company’s offerings are the latest hybrid, gel foam and innerspring mattresses, all with adjustable bases aimed at achieving customization. The Lake Geneva location also offers mattress-building services tailored specifically for boats, recreational vehicles, trucks and antique beds.
Location: 2462 Highway 120, Lake Geneva, WI
verlo.com | 262-249-0420
Keefe Real Estate
Best Real Estate Agency
This three-generation, family-owned business has grown and evolved since founder Robert Keefe first established Farm Auction Services in Lake Geneva in 1943. Today, Keefe Real Estate has established a niche. The brokerage is fully vested in the local community through the continuous education and development of their more than 85 licensed real estate agents, who work hard to help homeowners’ dreams come true in Walworth, Racine, Kenosha and McHenry counties. Keefe Real Estate operates out of eight offices, and its presence expands into Northern Illinois. Keefe Real Estate and its associates have been the leader in lakefront sales for decades. In fact, they currently handle nearly 50% of all lakefront transactions in the region.
The firm also has branched out beyond residential real estate through the Keefe Foundation’s Keefe Kares program, as well as other ancillary businesses, such as Keefe Vacation Rentals. Keefe Kares is a 501(c)3 organization run and supported by Keefe associates. Its mission is to support local nonprofits to improve their direct communities. Through financial support and awareness, Keefe Kares works to help these essential nonprofits continue and grow their impact to residents in need. Keefe Vacation Rentals, on the other hand, can boast more than 20 years of experience in marketing vacation rental properties in Geneva Lake, as well as many other lakes in the surrounding area.
Locations: 751 Geneva Parkway North, Lake Geneva, WI
keeferealestate.com | 800-690-2292