Best Financial Advisors in Milwaukee County, WI

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

Connect With a Financial Planner

As Seen In

List of Firms

Milwaukee County, WI Fiduciary Financial Advisors

Cove Financial Planning, LLC
5 out of 5
Location 342 N Water St Suite 600, Milwaukee, WI 53202, USA
Phone (952) 807-4060
McCarthy Grittinger Financial Group LLC
Location 125 S 84th St # 130, Milwaukee, WI 53214, USA
Phone (414) 475-1369
Affillated Financial Advisors
Location 2600 N Mayfair Rd # 200, Milwaukee, WI 53226, USA
Phone (414) 476-4999
Financial Advisors | U.S. Bancorp Investments
Location 777 E Wisconsin Ave, Milwaukee, WI 53202, USA
Phone (414) 765-5119
Financial Advisors in Milwaukee County, WI

Where Certified Financial Advisors in Milwaukee County, WI Serve

Milwaukee County, Wisconsin is located in the southeastern region of the state. The county is home to Milwaukee, the largest city in Wisconsin and the 31st-largest city in the United States. Milwaukee County is also home to a number of other smaller communities, including West Allis, Wauwatosa, Greenfield, and Oak Creek. Some of the most notable landmarks in Milwaukee County include Miller Park, home of the Milwaukee Brewers baseball team; Lake Michigan; and the Milwaukee Art Museum. Some of the county's top employers include Johnson Controls, Rockwell Automation, Aurora Health Care, and Harley-Davidson. Major highways and streets in Milwaukee County include I-94 and I-43. The neighborhoods of Milwaukee County vary greatly in terms of demographics and geography. Some of the more affluent neighborhoods are near downtown Milwaukee, while others are located farther south or west away from the city center.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Milwaukee County, WI residents can receive a variety of services from their local bank. These services may include, but are not limited to: checking and savings accounts, loans, mortgages, and credit cards. In addition to the traditional banking services offered by most banks, Milwaukee County residents may also be able to take advantage of more specialized offerings depending on the bank they choose to do business with. For example, some banks may offer online or mobile banking options that make it easy for customers to manage their finances on the go. Others may have locations in convenient areas that make it easy for customers to conduct transactions without having to travel far. Whatever your needs happen to be, there is likely a bank in Milwaukee County that can meet them.

Insurance Broker

Residents of Milwaukee County, WI can benefit from the services of insurance brokers. Brokers can help residents compare rates and coverage from different providers, and they can also help people find the best deals for their needs. In addition, brokers can assist residents in filing claims and understanding their policies.

Retirement Planning

Milwaukee County, WI residents can benefit greatly from working with a financial advisor when it comes to retirement planning. Financial advisors have the expertise and experience to help people create a solid plan that will meet their needs both now and in the future. They can also help people stay on track with their retirement savings goals, and make adjustments as necessary along the way.

Wealth Management

Milwaukee County, WI is home to some of the most financially savvy people in the country. This is due, in part, to the excellent wealth management programs offered by local banks and credit unions. These institutions provide residents with a wide range of products and services that help them save money, invest for the future, and protect their hard-earned assets.

Estate Planning Lawyer

Estate planning lawyers in Milwaukee County, WI can help residents create wills and trusts to ensure their assets are distributed according to their wishes after they die. They can also help residents set up powers of attorney and healthcare directives to make sure their loved ones are taken care of if they become incapacitated.

Mortgage Loan Officer

Mortgage loan officers can help Milwaukee County, WI residents in a number of ways. They can help people find the best mortgage rates and terms, guide them through the loan application process, and provide advice on home buying and refinancing. In addition, mortgage loan officers can help people understand their credit reports and scores, and work with them to improve their credit ratings if necessary.

Tax Services

Residents of Milwaukee County, WI can take advantage of the tax accountant services offered by local businesses. These professionals can help residents understand and comply with state and federal tax regulations. In addition to preparing and filing taxes, tax accountants can offer advice on how to reduce taxable income. By taking advantage of these services, Milwaukee County residents can save time and money.


FAQs About Personal Financial Advisors in Milwaukee County, WI