Wealth Management in Wauwatosa, WI

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List of Firms

Wauwatosa, WI Wealth Management Firms

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Resilient Wealth Planning
Location 11220 W Burleigh St, Wauwatosa, WI 53222, USA
Phone (262) 510-0337
Directions
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Windermere Wealth Advisors
Location 13435 Watertown Plank Rd STE 6, Elm Grove, WI 53122, USA
Phone (414) 759-7824
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SEC File# 801-77625
CRD# 143550
Location 10401 W Innovation Dr Suite 100, Wauwatosa, WI 53226, USA
Phone (414) 390-1492
Directions
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The Day Wealth Management Group
Location 10401 W Innovation Dr Suite 125, Wauwatosa, WI 53226, USA
Phone (414) 615-4900
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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
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Financial Advisors | U.S. Bancorp Investments
Location 2323 N Mayfair Rd Ste 100, Wauwatosa, WI 53226, USA
Phone (414) 778-5139
Directions
Wealth Management in Wauwatosa, WI

Where Wealth Management Advisors in Wauwatosa, WI Serve

Wauwatosa, WI is a vibrant city located in Milwaukee County, Wisconsin. This bustling city is known for its rich history, stunning landmarks, and diverse neighborhoods that cater to all lifestyles. At the heart of Wauwatosa is the iconic Milwaukee County Zoo, which attracts visitors from all over the world. The city is also home to many top employers, including GE Healthcare, the Medical College of Wisconsin, and Froedtert Hospital. The major highways that run through Wauwatosa include I-94, I-41, and US-45, making it easy to get around the city and beyond. Some of the most popular streets in Wauwatosa include North Avenue, Bluemound Road, and Mayfair Road, which are lined with shops, restaurants, and entertainment venues. The city is divided into several distinct neighborhoods, each with its own unique character and charm. These neighborhoods include East Tosa, Washington Highlands, and the Village of Wauwatosa.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Wauwatosa, WI can benefit from a bank in numerous ways. Firstly, banks can provide financial assistance to residents who are looking to purchase a home in the area. Wauwatosa is known for its beautiful homes and vibrant community, and banks can help residents secure a mortgage or loan to make their dream of homeownership a reality. Additionally, banks can offer various investment opportunities to residents looking to grow their wealth. With its proximity to Milwaukee and its thriving business community, Wauwatosa is a great place to invest in stocks, bonds, and other financial products. Lastly, banks can provide convenient and safe ways for residents to manage their money. With online banking and mobile apps, residents can easily access their accounts and make transactions from the comfort of their own homes. Overall, a bank can be a valuable resource for the residents of Wauwatosa, WI, providing them with the financial tools and resources they need to thrive in this bustling community.

Insurance Broker

Residents of Wauwatosa, WI can greatly benefit from the services of an insurance broker. With the city's growing population and diverse demographics, an insurance broker can assist in finding the best coverage options for individuals and families. From homeowners insurance to health insurance, an insurance broker can navigate the complex world of insurance policies and help residents make informed decisions. Additionally, Wauwatosa has a large number of small businesses, and an insurance broker can provide valuable guidance on business insurance policies, such as liability and workers' compensation. With the unpredictable weather patterns in Wisconsin, an insurance broker can also help residents find the best coverage for natural disasters, such as floods and tornadoes. Overall, an insurance broker can provide peace of mind and financial security to the residents of Wauwatosa, WI.

Retirement Planning

Residents of Wauwatosa, WI can greatly benefit from the guidance of a retirement planner. With its high median home value of $278,000, many residents may struggle with balancing their retirement savings with the cost of living in the area. A retirement planner can assist in creating a personalized financial plan that takes into account the unique circumstances of Wauwatosa residents, such as the high property taxes and healthcare costs in the state of Wisconsin. Additionally, the planner can help navigate the complex world of retirement accounts and investment options, ensuring that residents are making the most of their savings and maximizing their potential for growth. By working with a retirement planner, Wauwatosa residents can feel confident in their financial future and enjoy their retirement years without the stress of financial uncertainty.

Financial Advisor

Residents of Wauwatosa, WI can greatly benefit from the expertise of a financial advisor. With a median household income of $76,000, many individuals and families in the area have the potential to accumulate significant wealth. However, navigating the complexities of investments, taxes, and retirement planning can be overwhelming without professional guidance. A financial advisor can help residents of Wauwatosa create a personalized financial plan that takes into account their unique goals and circumstances. For example, they can assist with creating a tax-efficient investment portfolio, developing a retirement savings strategy, and planning for college expenses for their children. Additionally, with the cost of living in Wauwatosa being 7% higher than the national average, a financial advisor can help residents manage their expenses and budget effectively to achieve their financial goals.

Mortgage Loan Officer

Residents of Wauwatosa, WI would greatly benefit from the expertise of a mortgage loan officer. With the city's diverse housing market, ranging from historic homes to modern developments, a loan officer can provide tailored advice on the best financing options for each unique property. Additionally, Wauwatosa's proximity to Milwaukee and its thriving job market make it an attractive location for young professionals and families alike. A knowledgeable loan officer can guide residents through the pre-approval process, ensuring they are well-prepared to make competitive offers on desirable properties. Furthermore, with the city's strong sense of community and commitment to education, a loan officer can assist families in exploring loan programs and grants that support homeownership and financial stability. Overall, a mortgage loan officer can play a crucial role in helping residents of Wauwatosa, WI achieve their homeownership goals and build a strong foundation for their future.

Tax Services

Residents of Wauwatosa, WI can benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor can help them navigate the complex tax laws and regulations that apply to their specific situation. Whether they are self-employed, own a small business, or work for a large corporation, a tax advisor can help them maximize their deductions and minimize their tax liability. Furthermore, a tax advisor can provide guidance on retirement planning, estate planning, and investment strategies that can help residents of Wauwatosa, WI achieve their financial goals. With its diverse population and thriving economy, Wauwatosa, WI presents unique tax challenges that require a skilled and experienced tax advisor to address. Whether residents need help with tax planning, preparation, or resolution, a tax advisor can provide the support and guidance they need to achieve financial success.

Estate Planning Lawyer

Residents of Wauwatosa, WI can greatly benefit from the expertise of an estate planning lawyer. With its population of over 47,000, Wauwatosa is a vibrant city with a rich history and diverse community. An estate planning lawyer can assist residents in creating a comprehensive plan for their assets and property, ensuring that their wishes are carried out after their passing. This can include drafting wills, trusts, and powers of attorney, as well as providing guidance on tax planning and asset protection. Additionally, given the city's proximity to Milwaukee, an estate planning lawyer can help residents navigate the complexities of Wisconsin's estate and probate laws, which can vary from county to county. With their knowledge and experience, an estate planning lawyer can provide peace of mind to Wauwatosa residents, knowing that their loved ones and assets are protected.

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