Wealth Management in Mequon, WI

We did the hard work of finding trustworthy partners in Mequon, WI. Fill out the form to get connected.

Connect With a Wealth Manager

As Seen In

List of Firms

Mequon, WI Wealth Management Firms

Merrill Lynch Wealth Management Advisor Michael Kelly
Location 1500 W Market St Suite 150, Mequon, WI 53092, USA
Phone (262) 241-7395
RBC Wealth Management Branch - Mequon
Location 10528 N Port Washington Rd, Mequon, WI 53092, USA
Phone (262) 241-2320
Morgan Stanley Financial Advisors
Location 11501 N Port Washington Rd, Mequon, WI 53092, USA
Phone (262) 241-1920
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 is a city in Wisconsin with a population of around 23,000. Some of the city's landmarks include the Wehner Botanical Gardens and the Milwaukee County Sports Complex. The top employers in Mequon are Johnson Controls, Boston Scientific, and Aurora Health Care. Major highways and streets in the city include Interstate 43 and Mequon Road. Some of the neighborhoods in Mequon are River Hills, Thiensville, and Cedarburg.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Services banks in Mequon, WI provide include: checking and savings accounts, mortgages, home equity loans, car loans, personal loans, and credit cards. In addition to these products and services, many banks also offer wealth management and investment services.

Retirement Planning

Mequon, WI is a city located in Ozaukee County, Wisconsin. It has a population of around 23,000 people and is known for its retirement communities. Mequon offers a variety of retirement planning options for those looking to retire in the city. These include continuing care retirement communities, life care communities, and independent living facilities. There are also a number of different housing options available for retirees, including apartments, townhouses, and single-family homes.

Tax Services

Tax accountants in Mequon, WI work with businesses and individuals to help them pay the correct amount of taxes. They help businesses file their tax returns, and they help individuals file their tax returns. They also provide advice on how to reduce taxes, and they help people resolve tax disputes with the IRS.

Financial Advisor

A financial advisor in Mequon, WI can help individuals and businesses plan for their financial future. They can provide advice on investment options, tax planning, retirement planning, and more. Financial advisors can work with clients to create a personalized plan that meets their unique needs.

Insurance Broker

An insurance broker in Mequon, WI is someone who helps people find the best insurance policy for their needs. They work with a variety of companies to get the best rates for their clients, and they can also help people file claims and understand their policies. Insurance brokers are important because they can help people save money on their premiums, and they can also help people make sure they have the right coverage in case of an emergency.

Mortgage Loan Officer

Mortgage loan officers in Mequon, WI work with borrowers to help them obtain mortgages. They work with lenders to get the best interest rates and terms for their clients, and they help borrowers through the mortgage application process. Loan officers also work with borrowers who are in default on their mortgages to help them get back on track.

Estate Planning Lawyer

An estate planning lawyer in Mequon, WI helps you create a will and other legal documents that dictate how your property will be distributed after you die. This is an important service for anyone who wants to ensure their loved ones are taken care of after they're gone. If you don't have an estate plan in place, the state will decide how your property is distributed, and this may not be what you would have wanted.


Comprehensive Wealth Management FAQs