Best Financial Advisors in Pewaukee, WI

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Pewaukee, WI Fiduciary Financial Advisors

Ellenbecker Investment Group
SEC File# 801-80600
CRD# 173851

5 out of 5

Location N35 W23877, Highfield Ct Suite 200, Pewaukee, WI 53072, USA
Phone (262) 691-3200
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Shakespeare Wealth Management, LLC
SEC File# 801-92171
CRD# 111950

5 out of 5

Location N22 W27847, Edgewater Dr Suite 101, Pewaukee, WI 53072, USA
Phone (262) 814-1600
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Jay E Strucel, CRPC™
Location 2835 N Grandview Blvd Ste 400, Pewaukee, WI 53072, USA
Phone (262) 408-5767
Edward Jones - Financial Advisor: Troy E Deibert
Location 1300 Capitol Dr Suite C, Pewaukee, WI 53072, USA
Phone (262) 695-9900
Tim Mittelstadt - Thrivent
Location 285 Forest Grove Dr Ste 205, Pewaukee, WI 53072, USA
Phone (262) 695-9142
Diversified Wealth Strategies, LLC

5 out of 5

Location N28 W23000, Roundy Dr Suite 201, Pewaukee, WI 53072, USA
Phone (262) 875-4585
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About Pewaukee, WI

Pewaukee is a city in Waukesha County, Wisconsin. It is located west of Milwaukee and has a population of around 13,000 people. Some of the landmarks in Pewaukee include the Pewaukee Lake, the Historic Village of Pewaukee, and the Naga-Waukee Park. The top employers in Pewaukee are Regal Beloit Corporation, Aurora Health Care, and JP Morgan Chase Bank. The major highways and streets in Pewaukee are I-94, Highway 164, and Bluemound Road. The neighborhoods in Pewaukee include Meadowbrook Heights, Rolling Meadows, and Woodlake.

Where Certified Financial Advisors in Pewaukee, WI Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide a variety of services to their customers, and Pewaukee, WI residents are no exception. Banks offer products such as checking and savings accounts, certificates of deposit (CDs), mortgages, home equity loans, and car loans. They also offer services such as online banking, bill pay, and mobile banking. This allows their customers to conduct their financial transactions without having to go to the bank in person.

Insurance Broker

If you live in Pewaukee, WI and are looking for insurance, you may want to consider working with an insurance broker. An insurance broker can help you find the best coverage at the best rates, and they can also help you file claims and navigate the complex world of insurance.

Retirement Planning

Most people in Pewaukee, WI don't have a financial advisor to help them with their retirement planning. This can be a huge mistake, as financial advisors can help you save money and make the most of your retirement funds. Here are four reasons why you should consider working with a financial advisor if you're retired or nearing retirement age: 1. Advisors can help you stay on track with your retirement savings goals. 2. They can offer advice on how to make your money last longer in retirement. 3. Advisors can give you guidance on where to invest your money for the best return on investment. 4. They can help you plan for any unexpected expenses that may come up in retirement.

Wealth Management

Wealth management is a process that helps individuals and families plan and manage their finances. It includes creating and implementing a financial plan, as well as ongoing monitoring of investments and insurance products. Wealth management can help Pewaukee, WI residents achieve their financial goals. One of the benefits of wealth management is that it allows you to take a holistic approach to your finances. Rather than just focusing on one aspect, such as investing or estate planning, a wealth manager will look at all aspects of your financial life in order to develop a comprehensive plan. This can be especially helpful if you have multiple goals, such as saving for retirement and paying for your children's college education. Wealth management can also help you stay organized and on track with your finances. A wealth manager will work with you to create a budget and investment plan, track your progress, and make changes when necessary. This can take the stress out of managing your money and allow you to focus on other things in life.

Estate Planning Lawyer

Estate planning lawyers in Pewaukee, WI can help residents protect their assets and ensure that their loved ones are taken care of after they die. By creating a will or trust, estate planning attorneys can help individuals avoid probate and make sure their heirs receive the property and money they inherit in a timely manner. In addition, estate planning lawyers can also provide guidance on tax issues related to inheritance and asset protection.

Mortgage Loan Officer

Mortgage loan officers can help Pewaukee, WI residents by providing them with the best mortgage rates and advice on home buying. They can also help people who are looking to refinance their mortgages, and they can offer guidance on choosing the right mortgage for a person's needs. In addition, mortgage loan officers can work with people to get them pre-approved for a mortgage, which can give them an advantage when bidding on a house.

Tax Services

Residents of Pewaukee, WI can take advantage of the services offered by tax accountants in order to save money and time. Tax accountants are experts in preparing and filing taxes, and they can help residents claim all the deductions and credits to which they are entitled. In addition, tax accountants can help residents plan their finances throughout the year so that they can minimize their tax liability.


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