Wealth Management in Mequon, WI

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List of Firms

Mequon, WI Wealth Management Firms

Morgan Stanley Financial Advisors
Location 11501 N Port Washington Rd, Mequon, WI 53092, USA
Phone (262) 241-1920
RBC Wealth Management Branch - Mequon
Location 10528 N Port Washington Rd, Mequon, WI 53092, USA
Phone (262) 241-2320
Merrill Lynch Wealth Management Advisor Michael Kelly
Location 1500 W Market St Suite 150, Mequon, WI 53092, USA
Phone (262) 241-7395
William Hensien - Morgan Stanley
Location 11501 N Port Washington Rd, Mequon, WI 53092, USA
Phone (262) 241-1960
O'Connor Wealth Management
5 out of 5
Location 1017 W Glen Oaks Ln, Mequon, WI 53092, USA
Phone (262) 241-8686
Wealth Management in Mequon, WI

Where Wealth Management Advisors in Mequon, WI Serve

Mequon, WI is a charming city located in Ozaukee County, Wisconsin. It is home to many notable landmarks, including the stunning Concordia University Wisconsin, the historic Mequon Nature Preserve, and the beautiful River Club of Mequon. The city is also home to many top employers, such as Johnson Controls, Charter Manufacturing, and Rockwell Automation, which provide ample job opportunities for residents. Mequon is easily accessible via major highways and streets, including I-43, Highway 167, and Mequon Road, making it a convenient location for commuters and travelers alike. The city is divided into several distinct neighborhoods, each with its own unique character and charm, including the picturesque Thiensville and the lively Town Center. With its abundance of landmarks, top employers, major highways and streets, and diverse neighborhoods, Mequon, WI is a wonderful place to call home.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Mequon, WI can benefit from a bank in numerous ways. One of the most common ways is through the provision of loans for home mortgages. Mequon, WI is an affluent suburban area with a high cost of living, and many residents may require financial assistance to purchase a home. Additionally, banks can provide investment advice and wealth management services to help residents grow their wealth. Mequon, WI is home to many successful entrepreneurs and business owners who may require specialized financial services to manage their finances. Furthermore, banks can offer checking and savings accounts with competitive interest rates, which can help residents save money over time. With the convenience of online banking, residents can easily manage their finances from the comfort of their own home. Overall, a bank can provide a range of financial services that are tailored to meet the specific needs of Mequon, WI residents.

Insurance Broker

Residents of Mequon, WI can benefit greatly from the expertise of an insurance broker. With the city's strong emphasis on education and high-income households, an insurance broker can provide tailored coverage options for families with children attending the top-rated schools in the area. Additionally, Mequon's proximity to Lake Michigan and the Milwaukee River means that residents may need specialized insurance coverage for water-related risks, such as flooding or boating accidents. An insurance broker can navigate the complexities of these policies and ensure that residents have adequate protection. Furthermore, with Mequon's growing population of retirees, an insurance broker can help seniors navigate the complexities of Medicare and supplemental health insurance options. Overall, an insurance broker can provide invaluable assistance to Mequon residents by tailoring coverage options to their unique needs and providing expert guidance on complex insurance policies.

Retirement Planning

Residents of Mequon, WI can benefit from the expertise of a retirement planner in several ways. With the population of Mequon being predominantly older adults, a retirement planner can assist in creating a customized financial plan that takes into account their unique needs and goals. This includes creating a budget, managing investments, and strategizing for long-term care. Mequon is known for its high median household income and affluent population, so a retirement planner can also provide guidance on estate planning and tax efficiency. Additionally, with the cost of living in Mequon being higher than the national average, a retirement planner can help residents navigate the complexities of retirement and ensure they have enough savings to maintain their desired lifestyle.

Financial Advisor

Residents of Mequon, WI can benefit greatly from the expertise of a financial advisor. With its affluent population and high median household income, Mequon presents unique financial challenges and opportunities. A skilled financial advisor can help residents navigate these complexities and make informed decisions about investments, retirement planning, and estate planning. For example, Mequon is home to many successful small business owners who may need guidance on tax planning and business succession. Additionally, the city's proximity to Lake Michigan and its many recreational opportunities may require specialized advice on insurance and risk management. A financial advisor can also provide valuable insights on charitable giving and philanthropy, which is important to many residents of Mequon who are committed to supporting their community. Overall, a financial advisor can help residents of Mequon achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Mequon, WI can benefit from the expertise of a mortgage loan officer in several ways. Firstly, with the area's median home value of $420,000, many residents may require assistance in securing a mortgage loan that fits their financial situation. Secondly, Mequon's location in Ozaukee County, known for its high property taxes, may require a loan officer's guidance in navigating the tax implications of homeownership. Additionally, residents may need advice on the various loan options available to them, such as fixed-rate or adjustable-rate mortgages, to determine which best suits their needs. Finally, a mortgage loan officer can provide valuable insight into the local housing market, which has seen a recent surge in demand due to its proximity to Milwaukee and its highly rated school system.

Tax Services

Residents of Mequon, WI could benefit from the guidance of a tax advisor in several ways. For instance, the tax advisor can help them navigate the complex tax laws of Wisconsin and the federal government, particularly when it comes to property taxes. Mequon, WI is known for its high property taxes, and a tax advisor can help residents understand how to take advantage of tax breaks, exemptions, and deductions to lower their tax bills. Additionally, a tax advisor can provide advice on retirement planning, estate planning, and investment strategies to help residents maximize their wealth and minimize their tax liabilities. With the help of a tax advisor, residents of Mequon, WI can ensure that they are compliant with all tax regulations and make informed decisions that will benefit their financial future.

Estate Planning Lawyer

Residents of Mequon, WI can benefit greatly from the services of an estate planning lawyer. These professionals can provide assistance with drafting wills, trusts, and other legal documents that can help ensure that their clients' assets are distributed according to their wishes. Additionally, estate planning lawyers can help with tax planning, which can be especially important in a state like Wisconsin, where tax laws can be complex and ever-changing. For example, Mequon residents may need help navigating the state's inheritance tax, which applies to estates valued at over $2 million. An estate planning lawyer can also help with Medicaid planning, which can be crucial for seniors who may need long-term care in the future. With their expertise and guidance, residents of Mequon can gain peace of mind knowing that their affairs are in order and their loved ones will be taken care of.


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