Best Financial Advisors in Milwaukee, WI

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List of Firms

Milwaukee, WI Fiduciary Financial Advisors

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Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 111 E Kilbourn Ave Suite 2400, Milwaukee, WI 53202, USA
Phone (414) 347-3000
Language https://home.wellsfargoadvisors.com/001_7H?excid=FA1500050253?utm_campaign=Local_Listings&utm_source=Google&group=PCG&loc=WFA00801296
Directions
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Jungen & Co. Financial Advisers
Location 135 S 84th St #202, Milwaukee, WI 53214, USA
Phone (414) 778-7309
Language http://www.jungenadvisers.com/
Directions
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Westpoint Financial Group - Milwaukee
Location 10401 W Innovation Dr Suite 125, Wauwatosa, WI 53226, USA
Phone (414) 615-4850
Language https://westpointfinancialgroup.com/?cm_mmc=Google-_-Local-_-Store-ID-269-_-GMB&utm_source=google&utm_medium=local&utm_content=store-id-269&utm_campaign=GMB
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Landaas & Company
SEC File# 801-45055
CRD# 47487
4 out of 5
Location 411 E Wisconsin Ave, Milwaukee, WI 53202, USA
Phone (414) 223-1099
Language http://www.landaas.com/
Directions
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Cove Financial Planning, LLC
5 out of 5
Location 342 N Water St Suite 600, Milwaukee, WI 53202, USA
Phone (952) 807-4060
Language http://www.coveplanning.com/
Directions
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Joseph Torelli - Raymond James
Location 759 N Milwaukee St, Milwaukee, WI 53202, USA
Phone (414) 935-4190
Language https://www.raymondjames.com/milwaukee
Directions
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Northwestern Mutual David McIntosh
Location 720 E Wisconsin Ave, Milwaukee, WI 53202, USA
Phone (414) 271-1444
Language http://www.davidmcintosh-nm.com/contact.htm
Directions
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Merrill Lynch Wealth Management Advisor John M Foley
Location 833 E Michigan St, Milwaukee, WI 53202, USA
Phone (414) 270-1532
Language https://fa.ml.com/wisconsin/milwaukee/john_foley
Directions
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Baird Private Wealth Management
Location 777 E Wisconsin Ave 20th Floor, Milwaukee, WI 53202, USA
Phone (800) 792-2473
Language https://milwaukee.bairdwealth.com/?utm_source=google&utm_medium=local&utm_campaign=localmaps&utm_content=156
Directions
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Affillated Financial Advisors
Location 2600 N Mayfair Rd # 200, Milwaukee, WI 53226, USA
Phone (414) 476-4999
Language http://affiliatedfa.com/
Directions
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RBC Wealth Management Branch - Milwaukee
1 out of 5
Location 1000 N Water St Suite 1500, Milwaukee, WI 53202, USA
Phone (414) 347-7000
Language https://us.rbcwealthmanagement.com/milwaukee?utm_source=GMB&utm_medium=Yext
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Financial Advisors in Milwaukee, WI

Where Certified Financial Advisors in Milwaukee, WI Serve

Milwaukee, WI is a bustling city with a rich history and diverse culture. Landmarks such as the Milwaukee Art Museum, the Harley-Davidson Museum, and the Miller Park Stadium draw in visitors from all over the world. The city is home to several top employers, including Northwestern Mutual, Aurora Health Care, and Johnson Controls. Major highways and streets, such as I-94, I-43, and Wisconsin Avenue, connect the city to neighboring suburbs and states. Milwaukee is also comprised of several unique neighborhoods, each with its own character and charm, such as the trendy Third Ward, the historic Brady Street, and the family-friendly Bay View.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Milwaukee, WI can benefit greatly from the expertise of a financial advisor. With a median household income of $42,000 and a poverty rate of 25%, many individuals in Milwaukee may struggle with managing their finances and planning for their future. A financial advisor can provide guidance on budgeting, saving for retirement, and investing in the local economy. Additionally, with the high cost of healthcare in Milwaukee and the surrounding areas, a financial advisor can assist with navigating healthcare expenses and finding affordable insurance options. By working with a financial advisor, residents of Milwaukee can gain greater financial stability and peace of mind for themselves and their families.

Insurance Broker

Residents of Milwaukee, WI could benefit greatly from the services of an insurance broker. With the city's high crime rate and harsh winter weather, it's important for residents to have comprehensive home and auto insurance coverage. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage options for their specific needs and budget. Additionally, Milwaukee has a large population of small business owners who could benefit from the expertise of an insurance broker in finding the right commercial insurance policies to protect their business assets and employees. Overall, an insurance broker can provide valuable guidance and support to Milwaukee residents in ensuring they have the protection they need for themselves, their families, and their businesses.

Retirement Planning

Residents of Milwaukee, WI could benefit from a retirement planner in a number of ways. One of the most common ways is by helping them navigate the city's unique retirement landscape. With a high cost of living and a rapidly aging population, many Milwaukee residents are concerned about their ability to retire comfortably. A retirement planner can assist with everything from budgeting and saving to investment strategies and estate planning, ensuring that residents are well-prepared for their golden years. Additionally, a retirement planner can help Milwaukee residents take advantage of local resources and programs, such as tax breaks and senior services, that can help them stretch their retirement dollars even further.

Wealth Management

Residents of Milwaukee, WI can benefit greatly from the services of a wealth manager. With a population of over 590,000, Milwaukee is a bustling city with a diverse economy that includes manufacturing, healthcare, and finance. A wealth manager can help residents navigate this complex financial landscape by providing personalized investment advice, tax planning, and estate planning services. For example, a wealth manager can help Milwaukee residents who work in manufacturing understand how to invest in the stock market and diversify their portfolios. Additionally, a wealth manager can help Milwaukee residents who are approaching retirement create a plan for managing their assets and minimizing their tax liabilities. Overall, a wealth manager can help Milwaukee residents achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Milwaukee, WI can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, whether they are first-time homebuyers or seasoned investors. With the unique housing market in Milwaukee, a mortgage loan officer can provide guidance on navigating the city's various neighborhoods and finding the best mortgage options for individual budgets and needs. Additionally, these experts can assist with refinancing existing mortgages, consolidating debt, and accessing home equity to fund home improvements or other major expenses. With a mortgage loan officer's support, residents of Milwaukee can achieve their homeownership goals and build a brighter future for themselves and their families.

Tax Services

Residents of Milwaukee, WI could benefit from the guidance of a tax advisor in a variety of ways. One specific way is navigating the tax implications of owning a home in the city. Milwaukee has a unique property tax system that can be confusing for new homeowners or those who have recently moved to the area. A tax advisor can help residents understand the different tax rates, exemptions, and credits available to them, ensuring they are taking advantage of all possible deductions. Additionally, a tax advisor can provide guidance on how to properly report any rental income from a property in Milwaukee, as well as how to handle any tax implications of selling a home in the city. Overall, a tax advisor can help Milwaukee residents make informed decisions about their finances and maximize their tax savings.

Estate Planning Lawyer

Residents of Milwaukee, WI can benefit greatly from the services of an estate planning lawyer. With a population of over 590,000 people, Milwaukee is a bustling city with a diverse range of individuals and families. An estate planning lawyer can help these residents ensure that their assets are properly protected and distributed according to their wishes after they pass away. This can include creating a will, establishing trusts, and designating beneficiaries for life insurance policies and retirement accounts. Additionally, residents of Milwaukee may face unique challenges related to state-specific laws and regulations, such as Wisconsin's inheritance tax. An estate planning lawyer can provide guidance on navigating these issues and help ensure that their clients' estates are handled in the most efficient and effective way possible.

Milwaukee, WI Financial Resources

Milwaukee, WI Chamber of Commerce

https://www.gmcofc.org/

Milwaukee, WI City Hall

https://city.milwaukee.gov/home

Milwaukee, WI Public Library

https://www.mpl.org/

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Milwaukee, WI

A financial advisor in Milwaukee, WI can provide a wide range of financial advising services to individuals and businesses. They can help clients with retirement planning, investment management, tax planning, estate planning, and more. Milwaukee, WI is known for its diverse economy, with major industries including manufacturing, healthcare, and finance. This means that a financial advisor in Milwaukee, WI must have a deep understanding of the local economy and how it affects their clients' financial goals. They must also be well-versed in the various financial products and services available in the area, including local banks and credit unions, investment firms, and insurance providers. With their bursty and complex approach to financial advising, a skilled financial advisor in Milwaukee, WI can help clients navigate the complexities of the local economy and achieve their financial goals with confidence.

Milwaukee, WI is undoubtedly the best place to get financial advising. The city boasts a thriving economy, with a diverse range of industries that provide ample opportunities for investment and financial growth. Moreover, Milwaukee has a rich history of financial expertise, with numerous financial institutions and advisory firms operating in the area. One specific aspect that makes Milwaukee stand out is its strong community of financial advisors who are deeply committed to their clients' financial success. These advisors are not only well-versed in traditional investment strategies but also have a keen understanding of the unique financial challenges that Milwaukeeans face. From navigating the complexities of local tax laws to managing the financial impacts of extreme weather events, Milwaukee's financial advisors are equipped to provide tailored advice that meets the needs of their clients. Therefore, if you are looking for top-notch financial advising, Milwaukee, WI is the place to be.