Best Financial Advisors in Milwaukee, WI

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

Connect With a Financial Planner

As Seen In

List of Firms

Milwaukee, WI Fiduciary Financial Advisors

Landaas & Company
SEC File# 801-45055
CRD# 47487

4 out of 5

Location 411 E Wisconsin Ave, Milwaukee, WI 53202, USA
Phone (414) 223-1099
Cove Financial Planning, LLC

5 out of 5

Location 342 N Water St Suite 600, Milwaukee, WI 53202, USA
Phone (952) 807-4060
Affillated Financial Advisors
SEC File# 801-57519
CRD# 108154
Location 2600 N Mayfair Rd # 200, Milwaukee, WI 53226, USA
Phone (414) 476-4999
Joseph Torelli - Raymond James
Location 759 N Milwaukee St, Milwaukee, WI 53202, USA
Phone (414) 935-4190
Jungen & Co. Financial Advisers
Location 135 S 84th St #202, Milwaukee, WI 53214, USA
Phone (414) 778-7309
Wells Fargo Advisors
Location 111 E Kilbourn Ave Suite 2400, Milwaukee, WI 53202, USA
Phone (414) 347-3000
RBC Wealth Management Branch - Milwaukee
SEC File# 801-13059
CRD# 31194

1 out of 5

Location 1000 N Water St Suite 1500, Milwaukee, WI 53202, USA
Phone (414) 347-7000
Merrill Lynch Wealth Management Advisor John M Foley
Location 833 E Michigan St, Milwaukee, WI 53202, USA
Phone (414) 270-1532
Northwestern Mutual David McIntosh
Location 720 E Wisconsin Ave, Milwaukee, WI 53202, USA
Phone (414) 271-1444
Westpoint Financial Group - Milwaukee
Location 10401 W Innovation Dr Suite 125, Wauwatosa, WI 53226, USA
Phone (414) 615-4850
Baird Private Wealth Management
Location 777 E Wisconsin Ave 20th Floor, Milwaukee, WI 53202, USA
Phone (800) 792-2473
Image of Milwaukee, WI
Image from Google Maps

About Milwaukee, WI

Milwaukee, WI is a city located in the state of Wisconsin. It is the largest city in the state and has a population of over 600,000 people. Some of the major landmarks in Milwaukee include City Hall, the Milwaukee Art Museum, and the Harley-Davidson Museum. The top employers in Milwaukee are Johnson Controls, Northwestern Mutual, and MillerCoors. The major highways and streets in Milwaukee are I-43 and I-94. The neighborhoods in Milwaukee include Bay View, Riverwest, and Third Ward.

Where Certified Financial Advisors in Milwaukee, WI Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Milwaukee, WI residents have a number of services that banks can provide them. These services include, but are not limited to: checking and savings accounts, loans, mortgages, and credit cards. In addition to these services, banks can also provide their customers with wealth management and investment advice.

Insurance Broker

In Milwaukee, Wisconsin, insurance brokers can help residents find the right insurance policy for their needs. There are many different types of insurance policies available, and each one serves a different purpose. Some people may need life insurance to protect their loved ones financially if they die prematurely. Others may need health insurance to cover medical expenses in the event that they get sick or injured. Insurance brokers can help residents in Milwaukee compare the different policies available and find the one that best suits their needs. They can also help residents file claims and get the money they deserve if something goes wrong. Insurance brokers are a valuable resource for anyone living in Milwaukee.

Retirement Planning

If you're a Milwaukee, WI resident who's nearing retirement age, it's important to start planning ahead. That's where financial advisors can help. They can help you figure out how much money you'll need to retire comfortably, and they can recommend investments that will provide a steady income stream in retirement. They can also help you plan for other expenses in retirement, such as healthcare costs.

Wealth Management

Milwaukee, WI residents can benefit from wealth management services in order to help them grow their money and protect it. Wealth management involves a team of professionals who will help you make smart financial decisions with your money. They can help you save for retirement, invest in stocks and bonds, and plan for the future. If you are looking for a way to secure your financial future, wealth management is a great option.

Estate Planning Lawyer

Milwaukee, WI residents who want to make sure their loved ones are taken care of after they die can work with estate planning lawyers to create a will and other legal documents.These lawyers can help residents of Milwaukee, WI understand the laws that apply to their situation and create documents that will ensure their wishes are carried out. They can also help residents plan for difficult situations like long-term illness or disability.

Mortgage Loan Officer

Mortgage loan officers in Milwaukee, WI can help residents by assessing their needs and providing them with the best mortgage products for their situation. By working with a mortgage loan officer, residents can be sure that they are getting the best deal possible on their mortgage and that they are taking out a product that is right for them.

Tax Services

Milwaukee, WI residents can benefit from the services of tax accountants. Tax accountants can help residents with their taxes, ensuring that they get the best possible return on their investment. Additionally, tax accountants can offer advice on how to save money on taxes, and how to make the most of deductions and credits.


FAQs About Personal Financial Advisors in Milwaukee, WI