Banks & Credit Unions in Elm Grove, WI

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List of Firms

Bank Branches and ATMs in Elm Grove, WI

BMO Harris Bank - Mortgage Banker (Eric Plaushines)
Location 900 Elm Grove Rd, Elm Grove, WI 53122, USA
Phone (262) 358-5073
Directions
PNC Bank
4 out of 5
Location 12805 W Bluemound Rd, Brookfield, WI 53005, USA
Phone (262) 797-3722
Directions
Town Bank
4 out of 5
Location 13150 Watertown Plank Rd, Elm Grove, WI 53122, USA
Phone (262) 789-8696
Directions
Commerce State Bank
4 out of 5
Location 12960 W Bluemound Rd, Elm Grove, WI 53122, USA
Phone (262) 317-7280
Directions
ATM Bank Mutual
Location 400 N Moorland Rd, Brookfield, WI 53005, USA
Phone (800) 627-3999
Directions
US Bank Mortgage
Location 945 Elm Grove Rd, Elm Grove, WI 53122, USA
Directions
Banks in Elm Grove, WI

Where Elm Grove, WI Banks & Credit Unions Serve

Elm Grove, WI is a charming village located in Waukesha County, Wisconsin. It is known for its beautiful parks, historic landmarks, and top employers. The village is situated along major highways and streets, including Interstate 94, Bluemound Road, and Watertown Plank Road. Elm Grove is divided into several neighborhoods, each with its unique character and charm. One of the most notable landmarks in Elm Grove is the Elm Grove Woman's Clubhouse, which was built in 1927 and is listed on the National Register of Historic Places. Another popular attraction is the Village Park, which features a playground, tennis courts, and a pavilion for outdoor events. Elm Grove is home to several top employers, including Froedtert Health, Waukesha County Technical College, and the School District of Elmbrook. These companies provide job opportunities for residents and contribute to the village's thriving economy.

Elm Grove, WI Banking Related Services

Insurance Broker

Residents of Elm Grove, WI can benefit greatly from the services of an insurance broker. One of the most common ways that an insurance broker can help Elm Grove residents is by providing personalized advice and guidance on insurance options that are specific to the area. For instance, Elm Grove is known for its abundance of beautiful homes, and an insurance broker can help residents find the right coverage to protect their valuable assets. Additionally, an insurance broker can help residents navigate the often confusing world of health insurance, ensuring that they have the coverage they need to stay healthy and financially secure. No matter what type of insurance coverage a resident of Elm Grove is looking for, an insurance broker can provide valuable assistance and support to help them find the best options for their needs.

Retirement Planning

Residents of Elm Grove, WI can benefit greatly from the services of a retirement planner. One of the most common ways they can be helped is by creating a personalized retirement plan that takes into account their unique financial situation and goals. A retirement planner can also provide guidance on investment strategies, tax planning, and estate planning. For residents of Elm Grove, WI, a retirement planner can offer specific expertise on the local real estate market and help them navigate the complexities of downsizing or relocating in the area. Additionally, a retirement planner can help residents of Elm Grove, WI ensure that they have adequate healthcare coverage and long-term care insurance, which is particularly important given the aging population in the area. Overall, a retirement planner can provide valuable support and guidance to help residents of Elm Grove, WI achieve their retirement goals and maintain financial security throughout their golden years.

Wealth Management

Residents of Elm Grove, WI could benefit from the expertise of a wealth manager in a variety of ways. One specific challenge that many Elm Grove residents face is navigating the complexities of estate planning. A wealth manager can provide guidance on how to create a comprehensive estate plan that takes into account the unique needs of each individual and their family. Additionally, a wealth manager can help residents of Elm Grove manage their investments and optimize their portfolios for long-term growth. With their knowledge of financial markets and investment strategies, a wealth manager can help residents make informed decisions about their money and plan for a secure financial future. Overall, a wealth manager can be an invaluable resource for residents of Elm Grove, helping them to achieve their financial goals and navigate the complexities of the modern financial landscape.

Financial Advisor

Residents of Elm Grove, WI could benefit from the guidance of a financial advisor in many ways. For example, Elm Grove is a small suburb with a relatively high cost of living, so a financial advisor could help residents develop a budget and savings plan that accounts for the area's unique financial challenges. Additionally, many residents of Elm Grove are retirees or nearing retirement age, so a financial advisor could help them make informed decisions about their retirement savings and investments. A financial advisor could also help residents navigate the local real estate market, which can be competitive and expensive. Overall, a financial advisor could provide valuable support and advice to Elm Grove residents looking to improve their financial health and plan for a secure future.

Mortgage Loan Officer

Residents of Elm Grove, WI can benefit greatly from the expertise of a mortgage loan officer. These professionals can provide guidance and assistance throughout the home buying process, helping residents find the best mortgage rates and terms for their unique financial situation. For those looking to purchase a home in Elm Grove specifically, a mortgage loan officer can offer specialized knowledge of the local real estate market and help residents navigate any unique challenges that may arise. Additionally, a mortgage loan officer can help residents understand the various loan options available to them, from conventional mortgages to government-backed programs like FHA and VA loans. By working with a mortgage loan officer, residents of Elm Grove can feel confident in their home buying decisions and secure the financing they need to make their dreams of homeownership a reality.

Tax Services

Residents of Elm Grove, WI can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help Elm Grove residents is by providing guidance on how to navigate the state's tax laws. Wisconsin's tax laws can be complex and confusing, and a tax advisor can help residents understand their obligations and maximize their deductions. Additionally, Elm Grove is a community with a high median household income, which means residents may have more complex tax situations that require expert advice. A tax advisor can help residents with issues such as investment income, capital gains, and estate planning. With the help of a tax advisor, residents of Elm Grove can ensure that they are in compliance with state and federal tax laws while minimizing their tax burden.

Estate Planning Lawyer

Residents of Elm Grove, WI can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals and families create a comprehensive plan for their assets and property, ensuring that their wishes are carried out after their passing. In particular, residents of Elm Grove may need assistance with navigating the state's probate laws and regulations, which can be complex and confusing. An estate planning lawyer can help ensure that their clients' estates are distributed according to their wishes and that their loved ones are taken care of. Additionally, residents of Elm Grove may have unique concerns related to their community, such as preserving historic properties or ensuring that their assets are used to benefit local causes. An experienced estate planning lawyer can help individuals and families in Elm Grove navigate these issues and create a plan that reflects their values and priorities.

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