Best Financial Advisors in Thiensville, WI

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List of Firms

Thiensville, WI Fiduciary Financial Advisors

The Milwaukee Company
SEC File# 801-62584
CRD# 123452
Location 414 N Main St, Thiensville, WI 53092, USA
Phone (262) 238-6980
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
Richmond Investment Services, LLC

5 out of 5

Location 7702 W Mequon Rd, Mequon, WI 53097, USA
Phone (262) 242-4200
Wolf Robertson Advisors Inc
Location 216 Green Bay Rd # 206, Thiensville, WI 53092, USA
Phone (262) 242-4700
Spectrum Investment Advisors, Inc
SEC File# 801-56966
CRD# 108669

5 out of 5

Location 6329 W Mequon Rd, Mequon, WI 53092, USA
Phone (800) 242-4735
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
Edward Jones - Financial Advisor: Susie Brotz
SEC File# 801-3297
CRD# 250
Location 6028 W Mequon Rd, Mequon, WI 53092, USA
Phone (262) 302-4151
The Filla Latzke Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 11039 N Towne Square Rd Ste 1, Mequon, WI 53092, USA
Phone (262) 518-4120
Silverhawk Capital Management
SEC File# 801-81107
CRD# 158020
Location 167 S Main St, Thiensville, WI 53092, USA
Phone (262) 242-4487
Wealth Freedom Advisors

5 out of 5

Location Thiensville Mill Professional Building, 122 Green Bay Rd, Thiensville, WI 53092, USA
Phone (262) 242-0555
Baird Private Wealth Management
SEC File# 801-7571
CRD# 8158
Location 1539 W Market St, Mequon, WI 53092, USA
Phone (800) 711-6132
LPL Financial - Marc Mrugala
SEC File# 801-10970
CRD# 6413

4 out of 5

Location 7702 W Mequon Rd, Mequon, WI 53097, USA
Phone (262) 242-4200
Nagel Wealth Management
Location 136 Green Bay Rd, Thiensville, WI 53092, USA
Phone (262) 478-3000
Chris Doughty - Raymond James
Location 12740 N River Rd, Mequon, WI 53092, USA
Phone (262) 518-7575
Gentian Financial, Inc.

4 out of 5

Location 12740 N River Rd, Mequon, WI 53092, USA
Phone (262) 518-7575
Highland Investment Advisors, LLC
SEC File# 801-120113
CRD# 141694

5 out of 5

Location 1025 W Glen Oaks Ln #108, Mequon, WI 53092, USA
Phone (877) 755-2309
Edward Jones - Financial Advisor: Michael Lefko
SEC File# 801-3297
CRD# 250
Location 108 E Freistadt Rd, Thiensville, WI 53092, USA
Phone (262) 242-2830
Northwestern Mutual - Cornerstone Financial Group - Mequon
Location 10532 N Port Washington Rd Ste 1520, Mequon, WI 53092, USA
Phone (262) 241-5999
Patricia Stapelkamp - Morgan Stanley
Location 11501 N Port Washington Rd Ste. 100, Mequon, WI 53092, USA
Phone (262) 241-1950
The Water View Group - Morgan Stanley
Location 11501 N Port Washington Rd, Mequon, WI 53092, USA
Phone (262) 241-1979
Financial Advisors | U.S. Bancorp Investments
Location 11111 N Port Washington Rd, Mequon, WI 53092, USA
Phone (262) 241-7705
Myklebust, Horne & Fies Financial Group - Northwestern Mutual
Location 10532 N Port Washington Rd, Mequon, WI 53092, USA
Phone (262) 241-2709
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About Thiensville, WI

Thiensville, Wisconsin is a small town of just over 2,000 residents located in Ozaukee County. The town is home to a variety of businesses and industry, including top employers like Prevea Health, Aurora Medical Center, and Thiensville Elementary School. Major highways and streets in the area include I-43 and State Highway 57, while neighborhoods in the area include Downtown Thiensville, North Shore Estates, and Windhover Heights.

Where Certified Financial Advisors in Thiensville, WI Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Thiensville, WI have a variety of banking options available to them. Banks offer a variety of services, including checking and savings accounts, loans, and credit cards. Residents can also use banks to invest their money in stocks or mutual funds. Finally, banks offer a wide variety of other services, such as wire transfers and online banking.

Insurance Broker

There are many insurance brokers in Thiensville, WI who can help residents get the best rates on their home, health, and car insurance. However, not all of these brokers are created equal. Some have more experience and knowledge than others, so it is important to do your research before selecting a broker.One way to find a good insurance broker is to ask your friends and family for recommendations. If they have had a positive experience with a particular broker, they will likely recommend them to you. You can also check online review websites to see what other people have said about local brokers.Once you have a few names, it's time to start interviewing them. Be sure to ask lots of questions so that you can get a feel for their style and expertise. And don't forget to compare rates! It's important to find the best deal possible on your insurance coverage.

Retirement Planning

Financial advisors can help Thiensville, WI residents with retirement planning in a number of ways. One way is by helping people to understand how much money they will need to have saved in order to retire comfortably. Advisors can also help people to invest their money wisely so that it will grow over time. And finally, advisors can provide guidance on when it is the best time to start withdrawing money from retirement accounts.

Wealth Management

Residents of Thiensville, WI can take advantage of wealth management services to help them grow their money and protect it from taxes. Advisors can help residents make the most of their money by creating a plan that fits their unique needs and goals. This can include investing in stocks, bonds, and other assets, as well as minimizing taxes on income and investments.

Estate Planning Lawyer

If you live in the Thiensville, WI area and are in need of an estate planning lawyer, you can rely on the professionals at our firm. We have years of experience helping residents in your community create wills, trusts, and other legal documents that will help ensure their estates are handled according to their wishes.

Mortgage Loan Officer

Mortgage loan officers in Thiensville, WI can help residents with a wide range of mortgage needs. They can help residents find the best mortgage rates, and they can also help residents apply for mortgages and understand the terms of their contracts. In addition, mortgage loan officers can help residents refinance their mortgages or renegotiate the terms of their loans.

Tax Services

Residents of Thiensville, WI can benefit from the help of a tax accountant in order to make sure they are getting the most out of their tax returns. A good tax accountant will be able to help residents find deductions and credits that they may not have otherwise been aware of, which can lead to a larger refund or lowered taxes owed. In addition, a tax accountant can also help residents stay organized and up-to-date on changes to the tax code that could impact them.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Thiensville, WI