Wealth Management in Milwaukee, WI

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List of Firms

Milwaukee, WI Wealth Management Firms

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Annex Wealth Management, Pfister Branch
Location 424 E Wisconsin Ave, Milwaukee, WI 53202, USA
Phone (262) 786-6363
Directions
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Baird Private Wealth Management
Location 777 E Wisconsin Ave 20th Floor, Milwaukee, WI 53202, USA
Phone (800) 792-2473
Directions
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LakeFront Group
5 out of 5
Location 1000 N Water St Suite 1500, Milwaukee, WI 53202, USA
Phone (414) 347-7114
Directions
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The Albrecht Group - Merrill Lynch Wealth Management
5 out of 5
Location 833 E Michigan St Suite 700, Milwaukee, WI 53202, USA
Phone (414) 270-1531
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Merrill Lynch Wealth Management
5 out of 5
Location 833 E Michigan St, Milwaukee, WI 53202, USA
Phone (414) 224-9800
Directions
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Northwestern Mutual Wealth Management Company-Alex M Marchan
Location 100 E Wisconsin Ave #2300, Milwaukee, WI 53202, USA
Phone (414) 615-1888
Directions
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RBC Wealth Management Branch - Milwaukee
SEC File# 801-13059
CRD# 31194
1 out of 5
Location 1000 N Water St Suite 1500, Milwaukee, WI 53202, USA
Phone (414) 347-7000
Directions
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Purnell Wealth Management
Location 1300 N Prospect Ave # 401, Milwaukee, WI 53202, USA
Phone (414) 271-0444
Directions
Wealth Management in Milwaukee, WI

Where Wealth Management Advisors in Milwaukee, WI Serve

Milwaukee, WI is a vibrant city located in the heart of the Midwest. From its stunning architecture to its bustling streets, there is always something to discover in this city. Some of the most iconic landmarks in Milwaukee include the Milwaukee Art Museum, the Harley-Davidson Museum, and the historic Pabst Theater. When it comes to top employers, Milwaukee is home to a diverse range of businesses, including Northwestern Mutual, Harley-Davidson, and Johnson Controls. These companies provide thousands of jobs to the local community and contribute greatly to the city's economy. Major highways and streets in Milwaukee include I-94, I-43, and I-794, which connect the city to other major cities in the region. Milwaukee's streets are also known for their unique names, such as Brady Street, Water Street, and Old World Third Street. Milwaukee is made up of several distinct neighborhoods, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Milwaukee, WI is a city that heavily relies on its manufacturing sector, which makes up a significant portion of its economy. As such, a bank can play a crucial role in helping residents by providing loans and financial services to local businesses. Additionally, Milwaukee has a high poverty rate, and many residents struggle to make ends meet. A bank can help by offering financial education and resources to help residents improve their financial literacy and manage their money more effectively. Furthermore, Milwaukee is known for its vibrant arts and cultural scene, and a bank can support this community by providing funding and resources for local artists and organizations. Overall, a bank can play a critical role in supporting the economic and social well-being of Milwaukee residents.

Insurance Broker

Residents of Milwaukee, WI can greatly benefit from the services of an insurance broker. With a population of over 590,000 people, Milwaukee is the largest city in the state of Wisconsin. Due to its size and diverse population, the insurance needs of Milwaukee residents can vary greatly. An insurance broker can help residents navigate the complexities of insurance policies, ensuring they have the coverage they need for their unique circumstances. For example, with Milwaukee being located on the shores of Lake Michigan, residents may need additional coverage for flood or water damage. Additionally, with the city being home to several major universities, college students and their families may require specialized insurance options. An insurance broker can also assist businesses in Milwaukee with finding the right coverage for their operations, whether they are in the manufacturing, healthcare, or hospitality industries. With the help of an insurance broker, Milwaukee residents can have peace of mind knowing they have the right coverage for their needs.

Retirement Planning

Residents of Milwaukee, WI can greatly benefit from the services of a retirement planner. With a population of over 590,000 people, Milwaukee is the largest city in the state of Wisconsin and home to a diverse community of individuals. A retirement planner can help residents of Milwaukee navigate the complex world of retirement planning, taking into account the unique challenges and opportunities presented by the city. For example, Milwaukee has a thriving arts and culture scene, with numerous museums, galleries, and performing arts venues. A retirement planner can help individuals who are passionate about the arts to plan for retirement in a way that allows them to continue to enjoy the cultural offerings of the city. Additionally, Milwaukee is known for its harsh winters, which can make it difficult for retirees to maintain their health and well-being. A retirement planner can help individuals to plan for healthcare costs and other expenses associated with aging, ensuring that they are able to live comfortably and securely in their later years.

Financial Advisor

Residents of Milwaukee, WI can benefit from the guidance of a financial advisor in numerous ways. One of the most common ways is by helping them navigate the complex tax laws specific to the state of Wisconsin. With a top income tax rate of 7.65%, Wisconsin's tax laws can be quite perplexing, especially for those who are self-employed or have multiple sources of income. A financial advisor can assist residents in minimizing their tax liability while maximizing their deductions and credits. Additionally, with Milwaukee being a city with a high cost of living, a financial advisor can help residents create and stick to a budget that allows them to save for their future goals, such as retirement or purchasing a home. Furthermore, with the recent economic downturn due to the COVID-19 pandemic, a financial advisor can provide guidance on how to navigate the current market and protect one's investments. In short, a financial advisor can help residents of Milwaukee, WI achieve financial stability and security in a complex and ever-changing financial landscape.

Mortgage Loan Officer

Residents of Milwaukee, WI can benefit from the expertise of a mortgage loan officer in several ways. With Milwaukee's diverse population, a loan officer can help residents navigate the complex mortgage process and find the best loan options to fit their unique needs. Additionally, Milwaukee has a rich history of manufacturing, which has led to a fluctuating job market. A mortgage loan officer can assist residents in finding loan programs that offer job loss protection or other financial safeguards during times of economic uncertainty. Furthermore, Milwaukee is known for its harsh winters, which can lead to high heating bills. A loan officer can help residents find energy-efficient mortgage options that can save them money on their monthly bills. With a mortgage loan officer's guidance, residents of Milwaukee can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Milwaukee, WI can benefit from the services of a tax advisor in various ways. For instance, a tax advisor can assist individuals in navigating the complex tax laws specific to Milwaukee and Wisconsin. They can also provide guidance on how to minimize tax liabilities and maximize potential tax deductions, such as those related to homeownership or charitable donations. Furthermore, a tax advisor can help residents who are self-employed or own small businesses in Milwaukee to manage their taxes more efficiently and avoid costly mistakes. With the help of a tax advisor, Milwaukee residents can ensure that they are in compliance with all tax laws and regulations, avoid penalties and fines, and make the most of their hard-earned money.

Estate Planning Lawyer

Milwaukee, WI residents could greatly benefit from the services of an estate planning lawyer. With the city's diverse population and a median age of 31, many individuals may not have considered the importance of estate planning. An estate planning lawyer can assist with creating wills, trusts, and other legal documents that ensure assets are distributed according to the individual's wishes. Additionally, Milwaukee has a high rate of homeownership, and an estate planning lawyer can help protect those assets from creditors or lawsuits. With the city's strong ties to the manufacturing industry, business owners can also benefit from estate planning services to protect their companies and ensure a smooth transition of ownership. Overall, an estate planning lawyer can provide peace of mind for Milwaukee residents by ensuring their assets are protected and their wishes are carried out.

Milwaukee, WI Financial Resources

Milwaukee, WI Chamber of Commerce

https://www.gmcofc.org/

Milwaukee, WI City Hall

https://city.milwaukee.gov/home

Milwaukee, WI Public Library

https://www.mpl.org/

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