Insurance Broker in Brookfield, WI

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Top Brookfield, WI Insurance Brokerages

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Philleo Agency Insurance
5 out of 5
Location 12555 W Burleigh Rd, Brookfield, WI 53005, USA
Phone (262) 432-4200
Directions
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Willis Towers Watson
5 out of 5
Location 400 N Executive Dr, Brookfield, WI 53005, USA
Phone (262) 780-3120
Directions
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Farmers Insurance - Roger Dudek
Location 15850 W Bluemound Rd Ste 310, Brookfield, WI 53005, USA
Phone (262) 797-0646
Directions
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ePlatinumHealth
5 out of 5
Location 16800 W Greenfield Ave, Brookfield, WI 53005, USA
Phone (262) 432-6198
Directions
Insurance Brokers in Brookfield, WI

Where Brookfield, WI Auto, Life & Health Insurance Brokers Serve

Brookfield, WI is a charming city located in Waukesha County, Wisconsin. This city is home to several landmarks including the Brookfield Square Mall, which features an array of shopping and dining options. Additionally, the Sharon Lynne Wilson Center for the Arts is a must-visit destination for those interested in the performing arts. When it comes to top employers, Brookfield is home to several major companies such as Fiserv, Inc., a global provider of financial services technology solutions, and GE Healthcare, a leading provider of medical technologies and services. Major highways and streets in Brookfield include Interstate 94, which runs east-west through the city, and Bluemound Road, a major east-west thoroughfare that is home to many retail and commercial businesses. Brookfield is also home to several distinct neighborhoods, each with its own unique character and charm.

Brookfield, WI Insurance Broker Related Services

Banks and Credit Unions

Residents of Brookfield, WI could benefit from a bank in a multitude of ways. For starters, a bank could provide financial assistance to those looking to purchase a home in the area, which is known for its high property values and desirable school district. Additionally, a bank could offer loans to small business owners looking to establish themselves in Brookfield's thriving commercial district. Furthermore, a bank could provide investment and retirement planning services to residents, many of whom are affluent and have significant assets to manage. Additionally, a bank could offer educational resources to help residents better understand and manage their finances, which is particularly important given the area's high cost of living. Overall, a bank could be a valuable resource for residents of Brookfield, WI, providing them with the tools and support they need to achieve their financial goals and secure their futures.

Retirement Planning

Residents of Brookfield, WI can benefit greatly from the services of a retirement planner. A retirement planner can help residents navigate the complex world of retirement planning, including managing investments, creating a budget, and planning for long-term care. In Brookfield, a retirement planner can also help residents take advantage of the many resources available in the community, such as the Brookfield Senior Center, which offers a variety of programs and services for seniors. Additionally, a retirement planner can help residents navigate the unique challenges of retirement in Wisconsin, such as the state's complex tax laws and the high cost of healthcare. With the help of a retirement planner, residents of Brookfield can enjoy a comfortable and secure retirement.

Wealth Management

Residents of Brookfield, WI can greatly benefit from the services of a wealth manager. With its affluent population, Brookfield is a city where many individuals have amassed significant wealth. However, managing that wealth can be a complex and daunting task, especially when considering the various tax implications and investment opportunities available. A skilled wealth manager can help residents of Brookfield navigate these complexities and make informed decisions about their finances. Additionally, with the city's proximity to Milwaukee, residents may have unique opportunities for investment in the thriving business community there. A wealth manager can help Brookfield residents take advantage of these opportunities while also ensuring that their finances are properly diversified and protected. Overall, the services of a wealth manager can provide invaluable support and guidance to the residents of Brookfield as they navigate the complexities of managing their wealth.

Financial Advisor

Residents of Brookfield, WI can greatly benefit from the services of a financial advisor. With its thriving economy and high median household income, Brookfield is a city where people are looking for ways to invest their money wisely. A financial advisor can help residents of Brookfield navigate the complex world of investments, retirement planning, and tax preparation. They can provide guidance on how to create a budget, manage debt, and save for the future. Additionally, with the city's proximity to Milwaukee and Chicago, residents may have unique investment opportunities that require a more sophisticated approach. A financial advisor can help them understand the risks and rewards of these opportunities and make informed decisions. Overall, a financial advisor can be an invaluable resource for residents of Brookfield, helping them to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Brookfield, WI can benefit greatly from the expertise of a mortgage loan officer. These professionals can help first-time homebuyers navigate the complex process of securing a mortgage loan, as well as assist existing homeowners in refinancing their current mortgages. With Brookfield's high median home value of $372,000, it's crucial for residents to work with a loan officer who understands the local market and can help them find the best possible rates and terms. Additionally, loan officers can provide valuable guidance on credit scores, debt-to-income ratios, and other factors that can impact a borrower's ability to secure a loan. By working with a knowledgeable and experienced loan officer, residents of Brookfield can feel confident that they are making informed decisions about their financial future.

Tax Services

Residents of Brookfield, WI can benefit from the expertise of a tax advisor in numerous ways. For instance, a tax advisor can help them navigate the complex tax laws and regulations in Wisconsin. This is particularly important in Brookfield, which is home to many high-income earners and entrepreneurs. A tax advisor can assist residents in minimizing their tax liability while ensuring compliance with state and federal tax laws. Additionally, a tax advisor can provide guidance on tax planning, retirement planning, and estate planning, which are crucial aspects of financial planning for residents of Brookfield. With their extensive knowledge of tax laws and regulations, a tax advisor can help Brookfield residents make informed decisions about their finances, avoid costly mistakes, and maximize their wealth-building potential.

Estate Planning Lawyer

Residents of Brookfield, WI can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist individuals in creating a comprehensive estate plan that takes into account their unique circumstances and goals. This includes drafting wills, trusts, and other documents that ensure their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help Brookfield residents minimize their tax liabilities and protect their assets from creditors and other potential threats. With its affluent population and high property values, Brookfield presents unique challenges and opportunities when it comes to estate planning, and an experienced lawyer can help residents navigate these complexities and achieve their goals.

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