Acc-u-Rite Tax Service
“This year, I felt my preparer went above and beyond to help with some documents.”
Best Financial Advisors in Milwaukee, WI
22 firms listed · all 22 in Milwaukee · 2 open weekends · 14 rated 4.5+ · 1 shows a license
Data verified October 24, 2026
Eagle Eye Tax Service
“Timothy helped me get in contact in wth IRS quickly and figure out what was wrong with my taxes the past year.”
Insight Accounting & Financial Consulting,inc.
“Very knowledgeable listen to you and guide”
Johnson Financial Group
High Point Capital Group
“Smart investing in this up and down world”
Landaas & Company
The 22 firms listed for Milwaukee, WI provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Milwaukee, WI
All 22 firms we list here are in Milwaukee itself. We have 48 firms in Milwaukee on file; this page shows the highest-rated 22. 21 of the firms on this page have a rating, from 4.0 to 5.0 across 145 reviews; 1 has 50 or more reviews and 14 are rated 4.5 or higher. 2 are open on Saturdays. 1 shows a license on its website and 6 have a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans; 1 offers a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 22 of the firms on this page; 19 publish a contact page; 14 list a public email and 2 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Milwaukee take financial planning bookings online?
2 of the 22 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Cove Financial Planning
“Thanks to him, we comfortably closed on a home this year and continue to feel confident in our financial outlook.”
Coffey Dennis P
“Thank you for your help Dennis Coffey in getting me out of my traffic violations!”
High Point Capital Group - Financial Advisor: Ryan Hitchcock
“He keeps me on budget and explains everything to me and always returns my calls.”
Planners Group
“I have been with this team for 20+ years and always get solid advice.”
WFA Asset Management Corporation
Craig Pluta - Raymond James
Capital Investment Services
“I've been a client of Capital Investment Services years and could not be happier with their customer service and results.”
Marietta Investment Partners
“Great service, great results, small enough that everybody knows who I am.”
1492 Capital Management
AXA Advisors
“I am now beginning second year of retirement and I am very satisfied with how my retirement plan and investments are performing!”
Sims Capital Management
McCarthy Grittinger Financial Group
Oarsman Capital
Roman Financial
“We've enjoyed our relationship with Roman Financial and Jay Stueber and are looking forward to many more prosperous years.”
Roell Capital Management
“Brian Roell was very pleasant and easy to work with, he thoroughly investigated and got to the bottom of my question.”
David J Karlson
“David is a great accountant, he takes time to explain things and is very efficient.”
Why these companies made our list
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