Best Financial Advisors in Wauwatosa, WI

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

Connect With a Financial Planner

As Seen In

List of Firms

Wauwatosa, WI Fiduciary Financial Advisors

Beacon Pointe Advisors
SEC File# 801-60943
CRD# 119290

5 out of 5

Location 10700 W Research Dr Suite 150, Wauwatosa, WI 53226, USA
Phone (414) 257-4248
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
Resilient Wealth Planning
SEC File# 801-64585
CRD# 124281
Location 11220 W Burleigh St, Wauwatosa, WI 53222, USA
Phone (262) 510-0337
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Sullivan Joseph F
Location 8320 W Bluemound Rd, Wauwatosa, WI 53213, USA
Phone (414) 453-8030
Westpoint Financial Group - Milwaukee
Location 10401 W Innovation Dr Suite 125, Wauwatosa, WI 53226, USA
Phone (414) 615-4850
Edward Jones - Financial Advisor: Colin J Dewey
SEC File# 801-3297
CRD# 250

5 out of 5

Location 10501 W Research Dr Suite 202, Wauwatosa, WI 53226, USA
Phone (414) 778-0509
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
Queens Bay Investments LLC
Location 1411 N 122nd St, Wauwatosa, WI 53226, USA
Phone (414) 475-1519
Steinbrenner Financial Group
SEC File# 801-33422
CRD# 109701

4 out of 5

Location 9800 W Bluemound Rd, Wauwatosa, WI 53226, USA
Phone (414) 266-1900
High Point Capital Group
SEC File# 801-64721
CRD# 133763

4 out of 5

Location 1200 N Mayfair Rd SUITE 300, Milwaukee, WI 53226, USA
Phone (414) 253-4600
Edward Jones - Financial Advisor: Scott Cayo
SEC File# 801-3297
CRD# 250

5 out of 5

Location 9209 W Center St, Wauwatosa, WI 53222, USA
Phone (414) 258-2060
Ryan Hennessy, Financial Advisor
Location 10000 W Innovation Dr, Wauwatosa, WI 53226, USA
Phone (414) 837-2702
Armstrong Investments
Location 9125 W North Ave, Wauwatosa, WI 53226, USA
Phone (414) 443-0798
WestPoint Financial Group

5 out of 5

Location 10401 W Innovation Dr Suite 125, Wauwatosa, WI 53226, USA
Phone (414) 615-4850
Hrp Financial
Location 10520 W Bluemound Rd # 104, Wauwatosa, WI 53226, USA
Phone (414) 763-1269
Edward Jones - Financial Advisor: Daniel M Green, AAMS™
SEC File# 801-3297
CRD# 250
Location 11616 W North Ave Suite B, Wauwatosa, WI 53226, USA
Phone (414) 258-0828
Richman Financial Services
Location 10701 W North Ave, Wauwatosa, WI 53226, USA
Phone (414) 256-8000
Edward Jones - Financial Advisor: Matthew B Malten
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1233 N Mayfair Rd Suite 115, Wauwatosa, WI 53226, USA
Phone (414) 258-8800
SJA Financial Advisory, LLC
SEC File# 801-77625
CRD# 143550
Location 10401 W Innovation Dr Suite 100, Wauwatosa, WI 53226, USA
Phone (414) 390-1492
Roman Financial

5 out of 5

Location 2600 N Mayfair Rd #1080, Milwaukee, WI 53226, USA
Phone (414) 443-2008
Oak Leaf Capital Partners
Location 1200 N Mayfair Rd SUITE 300, Milwaukee, WI 53226, USA
Phone (414) 253-4621
Kevin Sharping - Prudential Financial
Location 10000 W Innovation Dr #190, Wauwatosa, WI 53226, USA
Phone (414) 456-1770
Jungen & Co. Financial Advisers
Location 135 S 84th St #202, Milwaukee, WI 53214, USA
Phone (414) 778-7309
Cory Graves - Prudential Financial
Location 10000 W Innovation Dr #190, Wauwatosa, WI 53226, USA
Phone (414) 837-2668
Prudential | Sue Tefft | Life Insurance & Financial Services
Location 10000 W Innovation Dr, Wauwatosa, WI 53226, USA
Phone (414) 460-3673
American Financial Services, Inc.

1 out of 5

Location 2525 N 124th St #102, Brookfield, WI 53005, USA
Phone (262) 786-3200
Leonard Moorhead - Prudential Financial
Location 10000 W Innovation Dr #190, Wauwatosa, WI 53226, USA
Phone (414) 456-1770
Ing Financial Advisers: Leroy Timothy
Location 10700 Research Dr # 190, Milwaukee, WI 53226, USA
Phone (414) 256-2195
Liberty Financial Group Inc
Location 13150 Watertown Plank Rd Suite 203, Elm Grove, WI 53122, USA
Phone (262) 785-1377
Image of Wauwatosa, WI
Image from Google Maps

About Wauwatosa, WI

Wauwatosa, WI is a city located in Milwaukee County, Wisconsin. The city is home to many landmarks including the Milwaukee County Zoo, the Mayfair Mall, and the Milwaukee Art Museum. Some of the top employers in Wauwatosa are Johnson Controls, MillerCoors, and GE Healthcare. Major highways and streets in Wauwatosa include Interstate 43 and Highway 45. The neighborhoods in Wauwatosa include Mayfair, East Tosa, Hart Park, and Valley View.

Where Certified Financial Advisors in Wauwatosa, WI Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Wauwatosa, WI have a variety of banking services to choose from. Banks offer products and services that can benefit residents in a number of ways. Some banks may specialize in certain areas, such as mortgages or small business loans, while others may be more general in their offerings. No matter what your needs are, there is likely a bank that can serve you.

Insurance Broker

Residents of Wauwatosa, WI can rely on insurance brokers to help them find the best possible rates and coverage for their needs. Insurance brokers have access to a wide variety of policies from a variety of different providers, so they can help residents find the right policy for their specific situation. They can also help residents compare rates and coverage, so they can be sure they are getting the best deal possible.

Retirement Planning

Financial advisors can help Wauwatosa, WI residents with retirement planning in a number of ways. For example, they can help people to identify their goals and create a plan that will allow them to reach those goals. Advisors can also help people to save for retirement and make the most of their investments. In addition, they can provide guidance on when it is best to start taking Social Security benefits and how to draw down assets in a way that will prolong retirement income.

Wealth Management

Residents of Wauwatosa, WI can take advantage of wealth management services to help them grow their money and protect their assets. Wealth management is a process that involves creating and implementing a plan for managing your money. This can include investing money, estate planning, and tax planning. Wealth managers work with clients to create individualized plans that meet their specific needs and goals.

Estate Planning Lawyer

Estate planning lawyers can help Wauwatosa, WI residents protect their loved ones and their property in the event of their death. In addition to creating a will, estate planning lawyers can also help residents set up trusts, power of attorney agreements, and medical directives. This allows residents to rest easy knowing that their loved ones are taken care of in the event of their death.

Mortgage Loan Officer

Mortgage loan officers can help Wauwatosa, WI residents by providing them with information on the best mortgage products for their needs. They can also assist in the application process and help borrowers understand the terms of their mortgage loans. In addition, mortgage loan officers can provide advice on how to improve a borrower's credit score and find the best rates available.

Tax Services

Residents of Wauwatosa, WI can benefit from the services of tax accountants. Tax accountants can help residents save money on their taxes and file their taxes correctly. In addition, tax accountants can provide advice on how to reduce one's taxable income.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Wauwatosa, WI