Whitefish Bay, WI Financial Advisors and Resources

Financial Advisor Firms in Whitefish Bay, WI



(414) 727-8181

633 E. Henry Clay Street

Whitefish Bay, WI 53217

SEC#: 801-44808
Years in Business: 27 years



(414) 332-1011

421 E. Silver Spring Drive
Suite 3
Whitefish Bay, WI 53217

SEC#: 801-56387
Years in Business: 22 years



(414) 727-6920

705 E. Silver Spring Drive

Whitefish Bay, WI 53217

SEC#: 801-80600
Years in Business: 6 years

How Retirement-Friendly is Whitefish Bay, WI?

  • Population: 13,972
  • % of Population 62 Years and Over: 17.5%
  • Average Home Value: $391,700
  • Average Monthly Housing Cost: $1,794
  • Average Household Income: $164,100
  • 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.)

Whitefish Bay, WI Financial Advisor FAQs

One way to choose a financial advisor is to think about who you've had in your life that you admired and trusted. If you're not sure, one way is to research what credentials they have and if their company has been in business for a while.
To provide clients with a roadmap for their future, a financial advisor will typically asses their income levels, savings/investments, debt levels, investment objectives and time horizon. They may also have knowledge of tax law to ensure that the client's plans remain compliant with relevant tax laws.
You're going to need a financial advisor if you have stocks, bonds, investments or a business. A financial planner can help set up a plan that makes sense depending on your goals and abilities. Financial planners work with businesses to develop strong cash flow planning as well as educational planning for employees.
Financial advisors might be able to charge you flat fees, commission based on your transactions, revenue-sharing based on your funds under management, or some combination of these.