Best Financial Advisors in Milwaukee, WI

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

Acc-u-Rite Tax Service

Acc-u-Rite Tax Service

(19)
Estate Videos, Insurance Videos, Investment Videos
“They do Great work at a fair price”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1962
6320 W Forest Home Ave, Milwaukee, WI
i
Perlson Group SC

Perlson Group SC

(1)
Quickbooks Services, Business Services, Tax Services
“Great in person accounting.”
Free Initial Consultation
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1987
6980 N Port Washington Rd UNIT 205, Milwaukee, WI
i
High Point Capital Group

High Point Capital Group

(1)
Investment, Money, Tax
“Smart investing in this up and down world”
Licensed, BBB Rating: A+
In Business Since 2022
1200 N Mayfair Rd SUITE 300, Milwaukee, WI
i
Modern Woodmen of America

Modern Woodmen of America

(30)
  • Meeting
  • Questions
  • Investment
“Our experience with Jana has shown us that her approach is to provide more than enough time, at every meeting, for her to fully understand our, sometimes changing, financial situation and goals.”
In Business Since 1996
2371 S 107th St, Milwaukee, WI
i
Insight Accounting & Financial Consulting,inc.

Insight Accounting & Financial Consulting,inc.

(2)
“They have done our personal and business taxes for years.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1997
4712 W Forest Home Ave, Milwaukee, WI
i
Charles Sturm & Associates

Charles Sturm & Associates

(1)
Quickbooks Services, Business Services, Tax Services
“A happy, people person, CPA most would enjoy having as a teacher.”
Offers Financing Options
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2011
1233 N Mayfair Rd #125, Milwaukee, WI
i
Johnson Financial Group

Johnson Financial Group

(1)
“Beautiful new office in downtown Milwaukee!”
Family Business
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2003
555 E Wells St #1900, Milwaukee, WI
i
Thomas F. Roepsch, CPA

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'...”
Offers Financing Options
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1975
731 N Jackson St #502, Milwaukee, WI
i
Landaas & Company

Landaas & Company

Retirement Planning, Investment Advice, Wealth Management
“Landaas & Company performs investment advisory services only in those states where it is licensed, or excluded or exempted from state investment advisor licensing requirements. All responses to inquiries made by prospective customers to this internet...”
Licensed, BBB Rating: A
In Business Since 1988
411 E Wisconsin Ave, Milwaukee, WI
i
Cove Financial Planning

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.”
Transparent Fees & Pricing
In Business Since 2019
342 N Water St Suite 600, Milwaukee, WI
i
Halfwassen & Associates

Halfwassen & Associates

(12)
Group Coaching (Mastermind), Workshops & Speaking, Coaching & Consulting
“Brent understood my challenges quickly and emphasized the importance of focusing my prospecting process so I can get more valuable conversations with potential customers I want to meet.”
In Business Since 2022
1313 N Franklin Pl, Milwaukee, WI
i
Planners Group

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.”
In Business Since 2015
10909 W Greenfield Ave #101, Milwaukee, WI
i
Craig Pluta - Raymond James

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...”
In Business Since 1998
135 S 84th St Suite 135, Milwaukee, WI
i
McCarthy Grittinger Financial Group

McCarthy Grittinger Financial Group

“Founded in 1995, McCarthy Grittinger Financial Group is an independent financial planning and investment advisory firm in Southeastern Wisconsin. We provide our clients with services in key areas of their personal financial lives: Financial Planning,...”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2003
125 S 84th St # 130, Milwaukee, WI
i
WFA Asset Management Corporation

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...”
In Business Since 1999
633 E Henry Clay St, Milwaukee, WI
i
David J Karlson

David J Karlson

(2)
Bookkeeping
“Willing to listen and help in any way.”
Accepts All Major Credit Cards
In Business Since 2001
1223 E Howard Ave, Milwaukee, WI
i
Capital Investment Services

Capital Investment Services

(2)
“Ruth and the team at Capital Investment Services are fantastic!”
In Business Since 1998
111 E Wisconsin Ave #1310, Milwaukee, WI
i
BMO Harris Financial Advisors

BMO Harris Financial Advisors

“To help the government fight the funding of terrorism and money laundering activities, federal law (USA Patriot Act (Title III of Pub. L. 107 56 signed into law October 26, 2001)) requires all financial organizations to obtain, verify and record info...”
Offers Financing Options
Accepts Check, Debit
Transparent Fees & Pricing
In Business Since 1999
111 E Kilbourn Ave #200, Milwaukee, WI
i
High Point Capital Group - Financial Advisor: Ryan Hitchcock

High Point Capital Group - Financial Advisor: Ryan Hitchcock

(1)
“In an industry where all financial advisors try to show their competency with overally complicated charts / graphs, buzzwords and nice suits Ryan take the time to explain his financial strategies so that you not only understand the plan but have a sa...”
In Business Since 2020
1200 N Mayfair Rd SUITE 300, Milwaukee, WI
i
Marietta Investment Partners

Marietta Investment Partners

(1)
“Great service, great results, small enough that everybody knows who I am.”
In Business Since 2000
100 E Wisconsin Ave # 2650, Milwaukee, WI
i
Milborn Advisors

Milborn Advisors

(1)
“I have known Mark for many years and he has expertly advised not only me and my family, but a few relatives and clients we have referred him.”
In Business Since 2018
301 N Broadway #203, Milwaukee, WI
i
Oarsman Capital

Oarsman Capital

“Oarsman Blueprint TM is an investment platform for individuals who are in the earlier stages of building their investment net worth, or for clients looking for additional diversification.”
In Business Since 2000
759 N Milwaukee St Ste 605, Milwaukee, WI
i
Heartland Advisors

Heartland Advisors

“Sector and Industry classifications are sourced from GICS®.The Global Industry Classification Standard (GICS®) is the exclusive intellectual property of MSCI Inc. (MSCI) and S&P Global Market Intelligence (“S&P”). Neither MSCI, S&P, their affiliates,...”
In Business Since 1998
790 N Water St Suite 1200, Milwaukee, WI
i
Sims Capital Management

Sims Capital Management

“Sims Capital Management LLC, headquartered in Milwaukee, Wisconsin, is an SEC-registered* investment advisor. We seek appreciation while limiting risk. We seek to achieve this through disciplined investing in high-quality companies. Research and pati...”
In Business Since 2003
225 E Mason St #802, Milwaukee, WI
i

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

Minimum cost
$1242
Maximum cost
$10551
National Average
$3724
Avg Per Hour Rates
$373
$2483
$6827
Average price range is based on 341 cost profiles
Click to copy
Successfully copied!
Average Cost $3724
Minimum cost $1242
Maximum cost $10551
Avg Per Hour Rates $373

Average range $2483 to $6827 is based on 341 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top