Best Financial Advisors in Wauwatosa, WI

We did the hard work of finding trustworthy partners in Wauwatosa, WI. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Wauwatosa, WI Fiduciary Financial Advisors

SEC File# 801-60943
CRD# 119290
5 out of 5
Location 10700 W Research Dr Suite 150, Wauwatosa, WI 53226, USA
Phone (414) 257-4248
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-77625
CRD# 143550
Location 10401 W Innovation Dr Suite 100, Wauwatosa, WI 53226, USA
Phone (414) 390-1492
Directions
generic_business-71
Edward Jones - Financial Advisor: Colin J Dewey
SEC File# 801-3297
CRD# 250
5 out of 5
Location 10501 W Research Dr Suite 202, Wauwatosa, WI 53226, USA
Phone (414) 778-0509
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Armstrong Investments
Location 9125 W North Ave, Wauwatosa, WI 53226, USA
Phone (414) 443-0798
Directions
generic_business-71
Hrp Financial
Location 10520 W Bluemound Rd # 104, Wauwatosa, WI 53226, USA
Phone (414) 763-1269
Directions
generic_business-71
Richman Financial Services
Location 10701 W North Ave, Wauwatosa, WI 53226, USA
Phone (414) 256-8000
Directions
generic_business-71
Westpoint Financial Group - Milwaukee
Location 10401 W Innovation Dr Suite 125, Wauwatosa, WI 53226, USA
Phone (414) 615-4850
Directions
generic_business-71
Edward Jones - Financial Advisor: Scott Cayo
SEC File# 801-3297
CRD# 250
5 out of 5
Location 9209 W Center St, Wauwatosa, WI 53222, USA
Phone (414) 258-2060
Directions
generic_business-71
WestPoint Financial Group
5 out of 5
Location 10401 W Innovation Dr Suite 125, Wauwatosa, WI 53226, USA
Phone (414) 615-4850
Directions
generic_business-71
Edward Jones - Financial Advisor: Matthew B Malten
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1233 N Mayfair Rd Suite 115, Wauwatosa, WI 53226, USA
Phone (414) 258-8800
Directions
generic_business-71
Oak Leaf Capital Partners
Location 1200 N Mayfair Rd SUITE 300, Milwaukee, WI 53226, USA
Phone (414) 253-4621
Directions
generic_business-71
Prudential | Sue Tefft | Life Insurance & Financial Services
Location 10000 W Innovation Dr, Wauwatosa, WI 53226, USA
Phone (414) 460-3673
Directions
generic_business-71
Ing Financial Advisers: Leroy Timothy
Location 10700 Research Dr # 190, Milwaukee, WI 53226, USA
Phone (414) 256-2195
Directions
generic_business-71
Liberty Financial Group Inc
Location 13150 Watertown Plank Rd Suite 203, Elm Grove, WI 53122, USA
Phone (262) 785-1377
Directions
generic_business-71
Queens Bay Investments LLC
Location 1411 N 122nd St, Wauwatosa, WI 53226, USA
Phone (414) 475-1519
Directions
generic_business-71
Steinbrenner Financial Group
SEC File# 801-33422
CRD# 109701
4 out of 5
Location 9800 W Bluemound Rd, Wauwatosa, WI 53226, USA
Phone (414) 266-1900
Directions
generic_business-71
High Point Capital Group
SEC File# 801-64721
CRD# 133763
4 out of 5
Location 1200 N Mayfair Rd SUITE 300, Milwaukee, WI 53226, USA
Phone (414) 253-4600
Directions
generic_business-71
Ryan Hennessy, Financial Advisor
Location 10000 W Innovation Dr, Wauwatosa, WI 53226, USA
Phone (414) 837-2702
Directions
generic_business-71
Roman Financial
5 out of 5
Location 2600 N Mayfair Rd #1080, Milwaukee, WI 53226, USA
Phone (414) 443-2008
Directions
generic_business-71
American Financial Services, Inc.
1 out of 5
Location 2525 N 124th St #102, Brookfield, WI 53005, USA
Phone (262) 786-3200
Directions
generic_business-71
Resilient Wealth Planning
SEC File# 801-64585
CRD# 124281
Location 11220 W Burleigh St, Wauwatosa, WI 53222, USA
Phone (262) 510-0337
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Sullivan Joseph F
Location 8320 W Bluemound Rd, Wauwatosa, WI 53213, USA
Phone (414) 453-8030
Directions
generic_business-71
Edward Jones - Financial Advisor: Daniel M Green, AAMS™
SEC File# 801-3297
CRD# 250
Location 11616 W North Ave Suite B, Wauwatosa, WI 53226, USA
Phone (414) 258-0828
Directions
generic_business-71
Kevin Sharping - Prudential Financial
Location 10000 W Innovation Dr #190, Wauwatosa, WI 53226, USA
Phone (414) 456-1770
Directions
generic_business-71
Jungen & Co. Financial Advisers
Location 135 S 84th St #202, Milwaukee, WI 53214, USA
Phone (414) 778-7309
Directions
generic_business-71
Cory Graves - Prudential Financial
Location 10000 W Innovation Dr #190, Wauwatosa, WI 53226, USA
Phone (414) 837-2668
Directions
generic_business-71
Leonard Moorhead - Prudential Financial
Location 10000 W Innovation Dr #190, Wauwatosa, WI 53226, USA
Phone (414) 456-1770
Directions
Financial Advisors in Wauwatosa, WI

Where Certified Financial Advisors in Wauwatosa, WI Serve

Wauwatosa, WI is a charming city located in Milwaukee County. It is home to several landmarks that attract visitors from all over. The Milwaukee County Zoo is one of the top attractions in Wauwatosa, where visitors can see a variety of animals in their natural habitats. Another popular landmark is the historic Pabst Mansion, which showcases the grandeur of the Gilded Age. Wauwatosa is also known for its thriving economy, with several top employers located in the city. Some of the major employers include Froedtert Hospital, GE Healthcare, and Briggs & Stratton. These companies provide job opportunities for many residents in the area. The city is easily accessible via several major highways, including I-94 and US-45, which connect Wauwatosa to other major cities in Wisconsin. Additionally, several major streets run through the city, including North Avenue and Bluemound Road, providing easy access to local businesses and attractions.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Wauwatosa, WI can benefit greatly from the guidance and expertise of a financial advisor. With a median household income of $76,000 and a cost of living that is slightly higher than the national average, it can be challenging for individuals and families to manage their finances effectively. A financial advisor can help Wauwatosa residents create a budget, develop a savings plan, and invest wisely for their future. Additionally, with many residents employed in the healthcare industry due to the presence of the Medical College of Wisconsin and Froedtert Hospital, a financial advisor can provide specialized advice on retirement planning and healthcare expenses. Overall, a financial advisor can offer tailored solutions to help Wauwatosa residents achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Wauwatosa, WI can benefit greatly from the expertise of an insurance broker. With the changing landscape of insurance policies and regulations, it can be difficult for residents to navigate the complexities of insurance coverage on their own. An insurance broker can provide personalized guidance and assistance in finding the right insurance policies that meet the specific needs of Wauwatosa residents. For example, Wauwatosa is known for its extreme weather conditions, including heavy snowfall in the winter and severe thunderstorms in the summer. An insurance broker can help residents find policies that provide adequate coverage for weather-related damages, such as flooding or roof damage caused by heavy snow. Additionally, an insurance broker can help Wauwatosa residents navigate the healthcare system and find affordable health insurance options that meet their needs. Overall, an insurance broker can provide valuable support and peace of mind to residents of Wauwatosa, WI.

Retirement Planning

Residents of Wauwatosa, WI can benefit greatly from the services of a retirement planner. With a population of over 48,000, many people in Wauwatosa are reaching retirement age and need help navigating the complex financial landscape that comes with it. A retirement planner can assist with creating a personalized retirement plan that takes into account factors specific to Wauwatosa, such as the cost of living, property taxes, and healthcare expenses. They can also help residents with investment strategies and tax planning to maximize their retirement savings. With the help of a retirement planner, residents of Wauwatosa can feel confident and secure as they enter their golden years.

Wealth Management

Residents of Wauwatosa, WI could benefit from the guidance and expertise of a wealth manager in several ways. For example, the area has a large population of retirees who may need help managing their retirement savings and ensuring they have enough money to last throughout their golden years. Additionally, Wauwatosa is known for its high cost of living, so a wealth manager could assist residents in developing a financial plan that allows them to maintain their lifestyle without overspending. Furthermore, with the recent boom in the local real estate market, a wealth manager could help residents navigate the complexities of buying or selling property and make informed decisions about their investments. Overall, a wealth manager could provide valuable support to Wauwatosa residents looking to secure their financial futures and achieve their long-term goals.

Mortgage Loan Officer

Residents of Wauwatosa, WI could benefit greatly from the assistance of a mortgage loan officer when it comes to purchasing a home or refinancing an existing mortgage. With its desirable location just outside of Milwaukee, Wauwatosa has become a popular place to live for many families and young professionals. A mortgage loan officer can help residents navigate the complex process of securing a home loan, including finding the best interest rates and loan terms for their specific financial situation. Additionally, with Wauwatosa's diverse range of housing options, from historic homes to new construction, a mortgage loan officer can provide valuable guidance on which type of mortgage is best suited for each individual's needs. Overall, the expertise of a mortgage loan officer can make the home buying process in Wauwatosa much smoother and less stressful for residents.

Tax Services

Residents of Wauwatosa, WI could greatly benefit from the expertise of a tax advisor. With many residents working in the healthcare industry, which is a major employer in the area, tax laws and deductions related to healthcare expenses can be complex and confusing. A tax advisor can help residents navigate these intricacies and ensure they are maximizing their tax savings. Additionally, with the recent changes to the tax code, a tax advisor can assist residents in understanding how these changes impact their individual tax situation and provide guidance on how to adjust their withholding or deductions accordingly. Overall, a tax advisor can provide valuable insight and support to Wauwatosa residents looking to minimize their tax liability and maximize their financial well-being.

Estate Planning Lawyer

Residents of Wauwatosa, WI can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals and families create a comprehensive plan for the distribution of their assets after their passing. In Wauwatosa, where many families have deep roots and may own property or businesses, estate planning can be especially important. An estate planning lawyer can help ensure that a person's wishes are carried out and that their assets are protected from unnecessary taxes or legal challenges. Additionally, estate planning lawyers can assist with creating healthcare directives and powers of attorney, which can be crucial in the event of an unexpected illness or injury. Overall, working with an estate planning lawyer can provide peace of mind and security for Wauwatosa residents and their loved ones.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Wauwatosa, WI