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Ohiku Law Office

(35)

Bankruptcy, Wills & Estate Planning, Personal Injury

“This law office wasn't as expensive as the rest and the attorney that was assigned Asia Patterson was exceptionally professional , always on task, catered to my request and was industrious and diligent.”

i

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Acc-u-Rite Tax Service

(28)

Estate Videos, Insurance Videos, Investment Videos

“Amazing”

i

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Nelson Tax Accounting

(24)

Quickbooks, Payroll Services, Accounting

“He took a look at our returns, and with the exception of a few smalls things, admitted that with the handle I had on doing my own taxes, that there wasn't much they would be able to help us with additionally that I wasn't already doing quite well.”

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Halfwassen & Associates

(50)

Group Coaching (Mastermind), Workshops & Speaking, Coaching & Consulting

“In one conversation, he completely changed the way I am going to launch my business, freeing me to pursue my vision so I can inspire others and give back what I have been given.”

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Setting Goals | No one goes from 0 to hyperspeed without making some precise calculations, and as Han said, it “ain’t like dusting crops, farmboy!” With respect to all crop dusters, starting a business often begins at a snail’s pace and let’s face it–we’ve all been (and maybe are now) in the Crawl-Before-You-Walk Club. Even the Millenium Falcon had its share of rough landings. Let’s celebrate the triumphs and tumbles! Photo by Hazwan Hashim on Unsplash...

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Eagle Eye Tax Service

(22)

Tax Preparation Service, Financial Advisor, Tax Advisor

“Friendly, helpful, was available for me.”

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Perlson Group SC

(2)

Quickbooks Services, Business Services, Tax Services

“Great in person accounting.”

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Lance Gordon & Associates

(30)

Expertise
Knows
Questions

“He used to work for the IRS (computer audits, I believe?) for a couple decades, so if anyone know their way around a return and how the IRS works, it's LGA.”

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Insight Accounting & Financial Consulting,inc.

(4)

“Very knowledgeable listen to you and guide”

i

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Johnson Financial Group

(1)

“Beautiful new office in downtown Milwaukee!”

i

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Charles Sturm & Associates

(1)

Quickbooks Services, Business Services, Tax Services

“A happy, people person, CPA most would enjoy having as a teacher.”

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Thomas F. Roepsch, CPA

Estate Planning, Innocent Spouse Relief, IRS Wage Garnishment

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we'...”

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AM Accounting and Tax Services

(8)

Individual & Small Business Coaching, Payroll Services, Small Business Accounting

“As a small business owner it's hard to keep up with all of my financials and even though I can be a tad bit unorganized Alice has always kept my accounting perfect.”

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High Point Capital Group

(1)

Retirement, Investment

“Smart investing in this up and down world”

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Landaas & Company

Retirement Planning, Investment Advice, Wealth Management

“Money Talk is the result of more than 35 years of investor outreach and public education by Bob Landaas, CEO of Landaas & Company. It includes a weekly podcast, monthly newsletter and frequently updated articles to keep you in the loop on financial n...”

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Cove Financial Planning

(2)

“We're in the early stages of building our family so there are a lot of life events ahead of us and Ben has been able to provide guidance on how to balance different goals.”

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Coffey Dennis P

(2)

Criminal Law, Captive Insurance Company, Wealth Management

“The food was excellent as usual they had a good social distances crowd going on.”

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High Point Capital Group - Financial Advisor: Ryan Hitchcock

(5)

Education
Questions
Retirement

“Ryan is patient in explaining financial issues we are unfamiliar with, and answers our questions, clarifying any items we don't understand and it is always done in a professional and respectful manner.”

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Planners Group

(1)

Risk Management & Insurance, Income Tax Planning, Retirement Planning

“I have been with this team for 20+ years and always get solid advice.”

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WFA Asset Management Corporation

Divorce Planning, Estate Planning, Tax Planning

“Offering a small-town feel to the “millionaire next door”, our CPAs and CERTIFIED FINANCIAL PLANNERS™ use objective research when providing unbiased advice tailored to your investment and income tax situation as you navigate life-changing events like...”

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Craig Pluta - Raymond James

Dreamweaver Process, The Alliance Difference

“Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you're looking to grow your money over time, generate i...”

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Capital Investment Services

(3)

“Highly recommended for exceptional results, as well as peace of mind!”

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Marietta Investment Partners

(1)

“Great service, great results, small enough that everybody knows who I am.”

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1492 Capital Management

(1)

“Strong results!”

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AXA Advisors

(1)

“I am now beginning second year of retirement and I am very satisfied with how my retirement plan and investments are performing!”

i

Average Cost	$3724
Minimum cost	$1242
Maximum cost	$10551
Avg Per Hour Rates	$373

Best Financial Advisors in Milwaukee, WI

The highest-rated Financial Planning & Wealth Management companies out of 102 vetted & reviewed in the Milwaukee area.

Ohiku Law Office

Acc-u-Rite Tax Service

Nelson Tax Accounting

Halfwassen & Associates

Eagle Eye Tax Service

Perlson Group SC

Lance Gordon & Associates

Insight Accounting & Financial Consulting,inc.

Johnson Financial Group

Charles Sturm & Associates

Thomas F. Roepsch, CPA

AM Accounting and Tax Services

High Point Capital Group

Landaas & Company

Cove Financial Planning

Coffey Dennis P

High Point Capital Group - Financial Advisor: Ryan Hitchcock

Planners Group

WFA Asset Management Corporation

Craig Pluta - Raymond James

Capital Investment Services

Marietta Investment Partners

1492 Capital Management

AXA Advisors

Retirement Planning and Investment Management Services in Milwaukee, WI Cost Estimates

Why these companies made our list

Wealth Management Advisors near Milwaukee

Popular in Milwaukee