Best Financial Advisors in Whitefish Bay, WI

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List of Firms

Whitefish Bay, WI Fiduciary Financial Advisors

SEC File# 801-56387
CRD# 108712
3 out of 5
Location 421 E Silver Spring Dr, Whitefish Bay, WI 53217, USA
Phone (414) 332-1011
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SEC File# 801-44808
CRD# 106102
5 out of 5
Location 633 E Henry Clay St, Milwaukee, WI 53217, USA
Phone (414) 727-8181
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-80600
CRD# 173851
5 out of 5
Location 705 E Silver Spring Dr, Whitefish Bay, WI 53217, USA
Phone (414) 727-6920
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 AM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
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Johnson Financial Group: Allan Ripple, NMLS 552669
Location 5600 N Lake Dr, Whitefish Bay, WI 53217, USA
Phone (414) 961-6221
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Blaine Gibson - RBC Wealth Management Financial Advisor
Location 10528 N Port Washington Rd, Mequon, WI 53092, USA
Phone (262) 241-6342
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ClearStep Financial
Location 4425 N Port Washington Rd Ste 108, Milwaukee, WI 53212, USA
Phone (262) 691-2450
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Regal Bay Investment Group, LLC
Location 250 E Wisconsin Ave Suite 1500, Milwaukee, WI 53202, USA
Phone (414) 225-3551
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Atid Investments
Location 407 E Silver Spring Dr, Whitefish Bay, WI 53217, USA
Phone (414) 347-1393
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Tolan Schueller & Associates
Location 500 W Silver Spring Dr # K290, Glendale, WI 53217, USA
Phone (414) 389-8920
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Your Real Estate LLC
5 out of 5
Location 205 E Silver Spring Dr, Whitefish Bay, WI 53217, USA
Phone (855) 512-7653
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Independent Solutions
Location 5205 N Ironwood Rd UNIT 102, Milwaukee, WI 53217, USA
Phone (414) 967-5624
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Edward Jones - Financial Advisor: Michael Y O'Brien, AAMS™
Location 2323 E Capitol Dr, Shorewood, WI 53211, USA
Phone (414) 963-8727
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T & B Investments
Location 4421 N Oakland Ave, Milwaukee, WI 53211, USA
Phone (414) 963-9020
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Ray Krieg - RBC Wealth Management Financial Advisor
Location 1000 N Water St Suite 1500, Milwaukee, WI 53202, USA
Phone (414) 347-7102
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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
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Edward Jones - Financial Advisor: Jay C Murphy, AAMS™
SEC File# 801-3297
CRD# 250
1 out of 5
Location 833 E Henry Clay St, Whitefish Bay, WI 53217, USA
Phone (414) 964-5875
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Investment Service Retirement
Location 4414 N Oakland Ave, Milwaukee, WI 53211, USA
Phone (414) 964-3390
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Cedarwinds Investment Management
SEC File# 801-69970
CRD# 145706
Location 4650 N Port Washington Rd, Milwaukee, WI 53212, USA
Phone (414) 431-7390
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OMA FINANCIAL GROUP
Location 5651 N Lydell Ave SUITE 743, Glendale, WI 53217, USA
Phone (877) 589-7372
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Korbitz Financial Planning LLC
Location 5225 N Ironwood Rd #119, Milwaukee, WI 53217, USA
Phone (414) 979-1040
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Edward Jones - Financial Advisor: Craig Bulluck, AAMS™
SEC File# 801-3297
CRD# 250
4 out of 5
Location 4314 N Oakland Ave, Shorewood, WI 53211, USA
Phone (414) 967-9042
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Sampson Investments
Location 6938A N Santa Monica Blvd, Milwaukee, WI 53217, USA
Phone (414) 351-4500
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DCS Advisors
Location 121 E Silver Spring Dr # 203, Milwaukee, WI 53217, USA
Phone (414) 967-0579
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Northwestern Mutual
Location 500 W Silver Spring Dr Ste K-290, Glendale, WI 53217, USA
Phone (414) 389-8930
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Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
Location 5215 N Ironwood Rd, Glendale, WI 53217, USA
Phone (833) 752-6333
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ALLclusive Financial
Location 333 W Brown Deer Rd, Whitefish Bay, WI 53217, USA
Phone (414) 914-8387
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Serenity Financial Consulting, LLC
Location 4447 N Oakland Ave, Milwaukee, WI 53211, USA
Phone (414) 455-5313
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Financial Advisors in Whitefish Bay, WI

Where Certified Financial Advisors in Whitefish Bay, WI Serve

Whitefish Bay, WI is a charming village located in Milwaukee County, Wisconsin. This picturesque community is home to numerous landmarks, including the Whitefish Bay Public Library, Klode Park, and the Whitefish Bay High School. The village is also known for its top employers, which include Johnson Controls, Kohl's, and Northwestern Mutual. Major highways and streets in the area include I-43, Lake Drive, and Silver Spring Drive. Whitefish Bay is divided into several distinct neighborhoods, each with its own unique character and charm. These neighborhoods include the Richards School Neighborhood, the Cumberland Forest Neighborhood, and the Lakeview Neighborhood. With its rich history, beautiful scenery, and thriving economy, Whitefish Bay is a truly special place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Whitefish Bay, WI can benefit greatly from the expertise of a financial advisor. One of the most common ways that a financial advisor can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. With the high cost of living in Whitefish Bay, WI, a financial advisor can provide guidance on how to budget effectively and make the most of available resources. Additionally, a financial advisor can help residents navigate complex financial decisions, such as investing in real estate or planning for retirement. With their knowledge and experience, a financial advisor can provide invaluable support and guidance to help residents of Whitefish Bay, WI achieve financial success and security.

Insurance Broker

Residents of Whitefish Bay, WI would greatly benefit from the assistance of an insurance broker in many ways. For example, an insurance broker can help residents navigate the complex world of insurance policies and find coverage that fits their specific needs. This is especially important in Whitefish Bay, where many residents own homes and may require additional coverage for natural disasters like flooding or severe weather. Additionally, an insurance broker can help residents save money by finding discounts and bundling policies together. This is particularly helpful in Whitefish Bay, where the cost of living can be higher than other areas in Wisconsin. Overall, an insurance broker can provide invaluable support to residents of Whitefish Bay by ensuring they have the right insurance coverage at an affordable price.

Retirement Planning

Residents of Whitefish Bay, WI could benefit from the expertise of a retirement planner in a variety of ways. One specific example is the high cost of living in the area, which can make it challenging for retirees to maintain their standard of living. A retirement planner can provide guidance on budgeting and investment strategies to help residents maximize their retirement income and ensure they have enough savings to cover their expenses. Additionally, a retirement planner can help residents navigate the complex world of Social Security and Medicare, ensuring they are maximizing their benefits and taking advantage of all available resources. With the help of a retirement planner, residents of Whitefish Bay can enjoy a secure and comfortable retirement, free from financial stress and worry.

Wealth Management

Residents of Whitefish Bay, WI can benefit greatly from the services of a wealth manager. A wealth manager can help individuals and families in Whitefish Bay manage their finances, plan for their future, and achieve their financial goals. Specifically, with the median household income in Whitefish Bay being higher than the national average, a wealth manager can assist residents with managing their wealth and investments to ensure they are maximizing their returns and minimizing their risks. Additionally, with the cost of living in Whitefish Bay being higher than the national average, a wealth manager can help residents create a budget and financial plan to ensure they are able to maintain their lifestyle and plan for future expenses such as college tuition or retirement. Overall, a wealth manager can provide valuable guidance and expertise to residents of Whitefish Bay to help them achieve financial success and security.

Mortgage Loan Officer

Residents of Whitefish Bay, WI would greatly benefit from the assistance of a mortgage loan officer when it comes to purchasing or refinancing their homes. With the average home value in Whitefish Bay being significantly higher than the national average, it can be difficult for residents to navigate the complex mortgage process on their own. A mortgage loan officer can help residents understand their options, provide guidance on the best mortgage products for their unique situations, and help them secure the best rates and terms possible. Additionally, with the recent growth in the Whitefish Bay real estate market, a knowledgeable mortgage loan officer can help residents stay informed and competitive in their home buying or refinancing endeavors.

Tax Services

Residents of Whitefish Bay, WI can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits on their tax returns. This is especially important for residents of Whitefish Bay, which is known for its high property values and property taxes. A tax advisor can help residents navigate the complex tax laws and regulations related to property taxes, as well as provide advice on other deductions and credits that may be available to them. Additionally, a tax advisor can help residents plan for their financial future by providing advice on retirement planning, estate planning, and other financial matters. Overall, the expertise of a tax advisor can be invaluable for residents of Whitefish Bay who want to ensure they are making the most of their financial resources.

Estate Planning Lawyer

Residents of Whitefish Bay, WI can greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will or trust to ensure that their assets are distributed according to their wishes after they pass away. This is especially important in Whitefish Bay, a community known for its affluent residents and high property values. An estate planning lawyer can also assist with setting up powers of attorney and healthcare directives, which can provide peace of mind in the event of incapacity or illness. Additionally, an estate planning lawyer can help minimize taxes and avoid probate, which can save families time and money in the long run. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Whitefish Bay, WI as they plan for their future and the future of their loved ones.

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FAQs About Personal Financial Advisors in Whitefish Bay, WI