West Bend, WI Financial Advisors and Resources



Financial Advisor Firms in West Bend, WI


CAPITAL WEALTH ADVISORS, LTD.

Website

(262) 306-0066

1755 W. Paradise Dr.

West Bend, WI 53095

SEC#: 801-79379
Years in Business: 7 years

WEALTH MANAGEMENT LLC

Website

(262) 305-2936

310 N Main Street

West Bend, WI 53095

SEC#: 801-65977
Years in Business: 15 years


How Retirement-Friendly is West Bend, WI?

  • Population: 31,596
  • % of Population 62 Years and Over: 20.7%
  • Average Home Value: $178,400
  • Average Monthly Housing Cost: $1,001
  • Average Household Income: $74,101
  • 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.)


West Bend, WI Financial Advisor FAQs

Financial advisors work to create a comprehensive plan that's right for you by helping you understand your current financial situation
One of your first steps should be to find and choose a financial planner that you feel comfortable with at the company. This person will take the time to really look at your personal situation and create an investment plan for you. If you're looking for additional help, such as someone to discuss insurance needs or tax strategies, make sure the advisor is capable of doing all those things as well. Make sure they specialize in what suits your needs.
Yes. A financial advisor is often a good choice for someone who doesn't have the time, interest, or knowledge to manage his own investments and is looking for somebody else to help take on that task in exchange for a small percentage of profit.
Ask your friends and family for recommendations. Find a broker through your state's regulatory body, such as FINRA. Note their background and disclosures in advance to ensure you feel good about them.