Acc-u-Rite Tax Service
“Been using this firm for over 30 years… excellent staff, usually only a short wait!”
Best Financial Advisors near West Allis, WI
There are no firms listed in West Allis itself yet; the 15 below are the closest options, from towns including Milwaukee (4, 5 mi), Brookfield (4, 6 mi) and Elm Grove (2, 3 mi).
3 open weekends · 14 rated 4.5+
Data verified October 16, 2026
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Tax Management & Financial Horizons
“Mike, with his vast tax knowledge, was able to navigate through the system and generate a satisfactory solution.”
Eagle Eye Tax Service
“From there I got a better understanding because he actually made my situation make a lot of sense.”
Small Business Accounting Solutions
“Dan and his team have been really helpful with my Accounting needs.”
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Freedom Wealth Alliance
“Financial advisor Shawn Thomas really goes out of his way to customize plans for his clients needs and wants.”
Review Services
The 15 firms listed for West Allis, 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: West Allis, WI
The 15 firms on this page are rated from 4.2 to 5.0 across 327 reviews; 2 have 50 or more reviews and 14 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (94%), responsiveness (81%) and quality (58%). 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial calculators (2), financial planning (2), insurance planning (2) and services for individuals (2). 1 lists staff certifications (CPA) and 8 have a BBB rating of A or A+. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 2 offer payment plans; 2 offer a free initial consultation; 2 are family- or locally-owned and 2 list coupons or special offers. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 8 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for West Allis take financial planning bookings online?
3 of the 15 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.
Modern Woodmen of America
“Very helpful to me as business owner, specifically with the challenges of protecting my business assets and contributing to retirement planning for myself and my employees.”
Savaglia Financial Advisors
“I enjoy and appreciate the personalized attention I receive from all of the staff members.”
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The Women's Financial Wellness Center
“I'm so grateful for Rhonda and Lisa's patience during a LONG and difficult process.”
Morgan Kenwood
Insight Accounting & Financial Consulting,inc.
“They have done our personal and business taxes for years.”
The Leist Group
“Been using them for year to prepare our taxes and provide solid, financial advice too.”
Johnson Financial Group
Forward Financial Group
“Definitely recommend Forward Financial Group, down to earth firm who cares about your investments.”
Vantage Financial Partners
“We have nothing to say but good things about this company and their successes.”
Why these companies made our list
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