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TOP 30 Advanced tax planning in Mequon, WI
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O'Leary-Guth Law Office, S.C.
O'Leary-Guth Law Office, S.C. is a legal institution located in Mequon, Wisconsin, United States. Established in 1990, we offer quality legal planning services to individuals and closely held businesses. Our primary focus areas include estate planning, probate and probate litigation, marital agreements, elder law, special needs planning, corporate law, and tax planning. With advanced training and expertise, we provide personalized care and attention to each client, ensuring peace of mind in their legal matters. Contact us for assistance with IRS Forms 1099-NEC and other legal needs.
Highland Investment Advisors, LLC
Highland Investment Advisors, LLC, located at 1025 West Glen Oaks Lane in Mequon, Wisconsin, is a finance institution dedicated to promoting prosperity and protecting the peace of mind of their clients. They offer fee-only wealth management guidance and solutions tailored to each client's unique needs and goals. The team at Highland operates on a fee-only basis and acts in a fiduciary capacity for the benefit of their clients, providing advanced investment and financial planning expertise. They do not engage in the insurance business or sell investment products, ensuring personalized service from an independent firm. Highland also gives back to the community by supporting organizations such as the University of Wisconsin - Milwaukee Alumni Foundation and the Milwaukee Rescue Mission. Recently, Russ and Adam Stoeckler have joined the Highland team, further enhancing their ability to serve their clients.
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