Best Financial Advisors in Brookfield, WI

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

Connect With a Financial Planner

As Seen In

List of Firms

Brookfield, WI Fiduciary Financial Advisors

Jake Zarling - Financial Advisor, Ameriprise Financial Services, LLC
Location 325 N Corporate Dr Ste 110, Brookfield, WI 53045, USA
Phone (262) 754-5504
Wellspring Personal Financial Services, LLC - Raymond James
Location 13890 Bishops Dr Ste 130, Brookfield, WI 53005, USA
Phone (262) 204-7510
Charter Capital Management

5 out of 5

Location 13805 W Burleigh Rd, Brookfield, WI 53005, USA
Phone (414) 257-3700
Oak Tree Financial Services, LLC
SEC File# 801-123562
CRD# 175281
Location 13555 Bishops Ct #255, Brookfield, WI 53005, USA
Phone (262) 649-9202
Ryan Schneider - Financial Advisor, Ameriprise Financial Services, LLC
Location 18000 W Sarah Ln Ste 230, Brookfield, WI 53045, USA
Phone (262) 754-9444
Jeremy Bardon - Financial Advisor, Ameriprise Financial Services, LLC
Location 325 N Corporate Dr Ste 110, Brookfield, WI 53045, USA
Phone (262) 754-5504
Michael J Halvey Jr - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 13890 Bishops Dr Ste 200, Brookfield, WI 53005, USA
Phone (262) 432-0349
Image of Brookfield, WI
Image from Google Maps

About Brookfield, WI

Brookfield is a city located in Waukesha County, Wisconsin. The city is home to many notable landmarks, including the Brookfield Zoo, the Milwaukee County War Memorial, and the Brookfield Square Mall. The top employers in Brookfield are Johnson Controls, Froedtert Hospital, and MillerCoors Brewing Company. The major highways and streets in Brookfield are I-94, US-45, and WIS-175. Some of the neighborhoods in Brookfield are the Elm Grove Village, Golden Gate Estates, and Park Place.

Where Certified Financial Advisors in Brookfield, WI Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Brookfield, WI have a variety of banks to choose from when it comes to personal banking services. Each bank offers different services, and it can be difficult for residents to decide which bank is right for them. Some banks focus on providing a wide range of products, while others specialize in a particular area such as mortgages or small business loans. No matter what your needs are, there is sure to be a bank in Brookfield that can meet them.

Insurance Broker

Residents of Brookfield, WI can rely on insurance brokers to provide them with the best possible insurance plans available. Insurance brokers are knowledgeable in all areas of insurance and can help residents find the right plan for their needs. They will also work with residents to ensure that they are getting the best possible rates.

Retirement Planning

Financial advisors can help Brookfield, WI residents with retirement planning in a number of ways.Some advisors provide specific services such as developing and managing investment portfolios, while others offer more general advice on retirement-related topics such as when to start taking Social Security benefits or how much money to save each year.Some advisors work with clients one-on-one, while others offer group seminars or webinars. And some charge fees for their services, while others are paid only if they generate profits for their clients' investments.

Wealth Management

Residents of Brookfield, WI have a lot to be thankful for. The city is consistently ranked as one of the best places to live in the United States, thanks to its strong economy, excellent schools, and abundance of recreational opportunities. However, even the most fortunate residents can benefit from professional wealth management services.A good wealth management firm can help Brookfield residents save money on taxes, make sound investment decisions, and plan for their future financial needs. By working with a qualified advisor, Brookfield residents can rest assured that their hard-earned money is being managed in the best possible way.

Estate Planning Lawyer

Estate planning lawyers can help Brookfield, WI residents protect their assets and plan for the future. There are a number of things to consider when estate planning, including wills, trusts, power of attorney, and medical directives. An estate planning lawyer can help you make sure your assets are distributed according to your wishes after you die, and that your loved ones are taken care of if something happens to you.

Mortgage Loan Officer

Mortgage loan officers in Brookfield, WI can help residents by providing them with the best mortgage rates and products available. In addition, they can also offer advice on how to get the best mortgage for their needs, and guide them through the entire process of obtaining a mortgage.

Tax Services

Residents of Brookfield, WI can benefit from the help of tax accountants in order to ensure that they are getting the most out of their tax returns. Tax accountants can help residents find deductions and credits that they may not have otherwise known about, which can result in a larger refund or a lower taxable income. In addition, tax accountants can help residents stay up-to-date on changes to the tax code, so that they can make the most informed decisions about their finances.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Brookfield, WI