Union Grove, WI Financial Advisors and Resources



Financial Advisor Firms in Union Grove, WI


UNIPLAN REAL ESTATE ADVISORS, INC.

Website

(262) 534-3000

22939 West Overson Road

Union Grove, WI 53182

SEC#: 801-24133
Years in Business: 36 years

UNIPLAN INVESTMENT COUNSEL, INC.

Website

(262) 534-3000

22939 West Overson Road

Union Grove, WI 53182

SEC#: 801-71802
Years in Business: 11 years


How Retirement-Friendly is Union Grove, WI?

  • Population: 4,963
  • % of Population 62 Years and Over: 20.1%
  • Average Home Value: $169,200
  • Average Monthly Housing Cost: $1,095
  • Average Household Income: $87,148
  • 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.)


Union Grove, WI Financial Advisor FAQs

That largely depends on the type of financial advisor. For example, some offer commissions for each transaction, while others charge fees by the hour for setting up financial plans and provide other services based on the dollar amount under management.
Choosing a good advisor is very important because your money may not last as long as you do. The process starts with researching their background, but it doesn't stop there-check the different ratings sites around to see what other people have been saying about them too.
The need for a financial advisor really depends on your comfort level with investing and risk taking. Investing is not something to be undertaken lightly, so you should understand the risks of the various investments.
The answer really depends on two questions: Do you have too much income to spend or part with in life? Do you know how to invest your money? If the answer is yes to both of these questions, then it's time to find an advisor.