Retirement Planning in Whitefish Bay, WI

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List of Firms

Top Retirement Planners in Whitefish Bay, WI

Edward Jones - Financial Advisor: Laura Peters-Shimko
SEC File# 801-3297
CRD# 250
Location 833 E Henry Clay St, Whitefish Bay, WI 53217, USA
Phone (414) 964-5875
Gallatin Financial
Location 1100 N Cass St Unit 703, Milwaukee, WI 53202, USA
Phone (773) 332-0499
ClearStep Financial
Location 4425 N Port Washington Rd Ste 108, Milwaukee, WI 53212, USA
Phone (262) 691-2450
Allison & Co
Location 250 W Coventry Ct UNIT 203, Milwaukee, WI 53217, USA
Phone (414) 540-5590
Creative Planning
SEC File# 801-18564
CRD# 105348
Location 250 W Coventry Ct UNIT 202, Glendale, WI 53217, USA
Phone (414) 352-9111
Independent Solutions
SEC File# 801-69708
CRD# 144733
Location 5205 N Ironwood Rd UNIT 102, Milwaukee, WI 53217, USA
Phone (414) 967-5624
Charlotte Ghazarian - Thrivent
5 out of 5
Location 5205 N Ironwood Rd Ste 123, Glendale, WI 53217, USA
Phone (414) 963-8644
Liberty Financial Group Inc
Location 13150 Watertown Plank Rd Suite 203, Elm Grove, WI 53122, USA
Phone (262) 785-1377
Tolan Schueller & Associates - Northwestern Mutual
Location 2505 E Bradford Ave UNIT 1206, Milwaukee, WI 53211, USA
Phone (414) 312-8729
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
The Albrecht Group - Merrill Lynch Wealth Management
5 out of 5
Location 833 E Michigan St Suite 700, Milwaukee, WI 53202, USA
Phone (414) 270-1531
Edward Jones - Financial Advisor: Jay C Murphy, AAMS™
1 out of 5
Location 833 E Henry Clay St, Whitefish Bay, WI 53217, USA
Phone (414) 964-5875
CIBC Cleary Gull
Location 411 E Wisconsin Ave # 1850, Milwaukee, WI 53202, USA
Phone (414) 291-4500
Retirement Planning in Whitefish Bay, WI

About Whitefish Bay, WI for Those Planning to Retire

Whitefish Bay is located in Milwaukee County, Wisconsin. The village was incorporated in 1957 and has a population of around 8,000 residents. Some of the landmarks in Whitefish Bay include the Whitefish Bay Public Library, the Milwaukee County War Memorial, and the North Point Lighthouse. The largest employers in Whitefish Bay are Aurora Health Care, Johnson Controls, and Northwestern Mutual. Major highways and streets in the village include I-43 and Lake Drive. The neighborhoods in Whitefish Bay include Northpointe, Hampton Shore, Whitnall Pointe, and Woodland Park.

Other Financial Planning Services for Retirement

Banks and Credit Unions

People in Whitefish Bay, WI can benefit from banks or credit unions in their area by taking advantage of the many services they offer.Both banks and credit unions offer a variety of products and services to their customers, including checking and savings accounts, loans, mortgages, and other financial products. They also offer a variety of services to help you manage your money, such as online banking, mobile banking, and ATMs.Banks and credit unions can also be a great place to save money on fees. Many institutions offer free checking accounts with no minimum balance requirement, as well as free ATM withdrawals at all machines in their network. So if you're looking for a bank or credit union that offers great products and services, look no further than your neighborhood institution.

Estate Planning Lawyer

Whitefish Bay, WI residents can benefit from working with an estate planning lawyer in order to protect their assets and plan for the future. An estate planning lawyer can help you create a will, power of attorney, and healthcare directive that will ensure your wishes are carried out after you die or become incapacitated. They can also help you set up trusts and other legal arrangements to protect your assets from probate and taxation.

Mortgage Loan Officer

Whitefish Bay, WI is a great place to live. It's a suburb of Milwaukee, and it has all the amenities of a big city while still maintaining that small-town feel. If you're looking for a place to call home, Whitefish Bay should definitely be at the top of your list.Of course, with any big purchase like a home comes the need for a mortgage loan. That's where working with a mortgage loan officer comes in handy. They can help you navigate the process and make sure you're getting the best deal possible on your loan. So if you're thinking about buying a home in Whitefish Bay, be sure to get in touch with an experienced mortgage loan officer today.

Wealth Management

If you live in Whitefish Bay, WI, there are a lot of benefits to working with a wealth manager. Wealth managers can help you make the most of your money and achieve your financial goals. They can also help you plan for retirement and save for college. In addition, they can offer advice on investment planning, estate planning, and tax planning. If you're looking for someone to help you manage your finances, a wealth manager is a great option.

Financial Advisor

Living in Whitefish Bay, WI comes with a lot of benefits, including great schools, a strong community, and plenty of parks and activities. However, like most places, it also comes with some financial challenges. That's where working with a financial advisor can come in handy.A financial advisor can help you plan for your future and make sure you're taking advantage of all the tax breaks and savings opportunities available to you. They can also help you manage your debt and invest your money wisely.If you're looking for help getting your finances in order, contact a financial advisor near you today.

Insurance Broker

Living in Whitefish Bay, WI comes with a lot of benefits, but it's important to make sure you have the right insurance coverage in case something unexpected happens. A good insurance broker can work with you to find the best policies for your needs and budget. They'll also be there to help you file a claim if something goes wrong. So if you're looking for peace of mind, contact an insurance broker today.

Tax Services

Whitefish Bay, WI is a great place to live, with plenty of activities and events to keep residents busy. However, even the best places have their drawbacks, and for Whitefish Bay taxpayers one of those drawbacks is the complexity of the tax code. That's where a good tax accountant comes in.A good tax accountant knows all the ins and outs of the tax code, and can help you take advantage of every deduction and credit available to you. They can also help you plan your taxes ahead of time, so you know exactly how much you'll owe (or be refunded) each year. And if you ever have any questions or problems with your taxes, your accountant will be there to help solve them.

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