Washington County, WI Financial Advisors and Resources



Financial Advisor Firms in Washington County, WI


CONCORDE ASSET MANAGEMENT, LLC

Website

(262) 626-3515

114 Main Street

Kewaskum, WI 53040

SEC#: 801-74519
Years in Business: 9 years


How Retirement-Friendly is Washington County, WI?

  • Population: 134,925
  • % of Population 62 Years and Over: 21.3%
  • Average Home Value: $241,800
  • Average Monthly Housing Cost: $1,153
  • Average Household Income: $95,722
  • 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.)


Washington County, WI Financial Advisor FAQs

Verify credentials, licenses, and disciplinary history with the Financial Industry Regulatory Authority (FINRA).
Financial advisors are important because they help people make decisions about their money, which is often an overlooked factor when it comes to making sound financial investments. A financial advisor can provide valuable information about life milestones like retirement savings strategies, college savings strategies among others.
Some common tasks for a financial advisor include: advising customers; planning investment portfolios; investment research; asset allocation strategies.
Did you have an experience of a past client who suddenly stopped working with you? Make them discuss this if there was any or verify if indeed there was none.