Cedarburg, WI Financial Advisors and Resources



Financial Advisor Firms in Cedarburg, WI


PJS INVESTMENT MANAGEMENT

Website

(262) 377-0484

W62 N570 Washington Avenue

Cedarburg, WI 53012

SEC#: 801-16815
Years in Business: 39 years

MUTUAL ADVISORS, LLC

Website

(262) 240-1111

W62 N582 Washington Ave.

Cedarburg, WI 53012

SEC#: 801-78089
Years in Business: 8 years


How Retirement-Friendly is Cedarburg, WI?

  • Population: 11,527
  • % of Population 62 Years and Over: 23%
  • Average Home Value: $310,500
  • Average Monthly Housing Cost: $1,120
  • Average Household Income: $110,212
  • Wisconsin Total Tax Burden: 8.89% (17th Highest in U.S.)
  • Wisconsin Property Tax: 3.25% (16th Highest in U.S.)
  • Wisconsin Individual Income Tax: 2.72% (13th Highest in U.S.)
  • Wisconsin Sales and Excise Tax: 2.92% (13th Lowest in U.S.)


Cedarburg, WI Financial Advisor FAQs

Financial advisors can be either paid as a percentage of assets under management or as a fee for service. In the latter case, they charge an hourly rate to provide advice and do not need to maintain relationships with retail customers.
To find a financial advisor, search online for financial advisors near me and choose someone that will be able to answer your needs.
A financial advisor helps his or her clients make the best financial decisions for their specific lifestyle, age, risk tolerance, and stage in life.
The best way to find a good financial advisor is to ask friends and colleagues for their recommendations. You should also make sure the advisor is independent from mutual funds, insurance companies, banks, and other providers of conflicting interests.