Business management solutions in Mequon, Wisconsin

Highland Fund Management is a finance institution located at 1025 West Glen Oaks Lane in Mequon, Wisconsin, United States. Our mission is to promote our clients' prosperity while protecting their peace of mind. We work closely with individuals and independent financial advisors to provide fee-only wealth management guidance tailored to each client's unique needs and goals. Our team of experts offers advanced investment and financial planning expertise, ensuring personalized service and acting in a fiduciary capacity for the benefit of our clients. We do not engage in the insurance business or sell investment products, operating solely on a fee-only basis. In addition to our commitment to our clients, we also give back to the community by supporting various organizations such as the University of Wisconsin - Milwaukee Alumni Foundation and the Milwaukee Rescue Mission. We are excited to welcome Russ and Adam Stoeckler to the Highland Investment Advisors, LLC team. Visit our website for more information and regulatory disclosure documents.

Summit Financial Management is a reputable finance institution located at 1001 West Glen Oaks Lane in Mequon, Wisconsin, United States. We specialize in providing comprehensive financial management services to individuals, families, and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized investment strategies, retirement planning, and wealth management solutions. With a commitment to excellence and integrity, Summit Financial Management is your trusted partner in navigating the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Andrea Janis-Towey is a health institution located at 14135 North Cedarburg Road in Mequon, Wisconsin, United States. This institution offers a range of health services and programs to promote wellness and provide personalized care to patients. With a team of dedicated healthcare professionals, Andrea Janis-Towey is committed to helping individuals achieve and maintain optimal health. Whether you are in need of preventive care, treatment for a specific condition, or guidance on improving your overall well-being, Andrea Janis-Towey is here to support you on your health journey.

Robertson Ryan Insurance is a top 100 US insurance agency located at 12308 Corporate Parkway in Mequon, Wisconsin. As a strong, independent insurance agency, we provide tailored insurance solutions for businesses, individuals, group benefits, and financial services. Our team of trusted advisors works closely with clients to create personalized insurance programs that meet their unique needs. Whether you need business insurance, personal insurance, group health benefits, or financial advice, we are here to help. With a focus on OSHA compliance and liability insurance, we ensure that our clients are protected in case of any unforeseen events. Our team also provides guidance on saving, investing, and retiring, making us your go-to financial advisors. Prepare for the unexpected and make a resolution to be prepared with Robertson Ryan Insurance.

Lisa Lang is a renowned health institution located at 14135 North Cedarburg Road in Mequon, Wisconsin, United States. With a focus on providing top-quality healthcare services to the community, Lisa Lang offers a wide range of medical treatments and therapies to promote overall wellness and healing. The institution is staffed by highly trained and experienced healthcare professionals who are dedicated to providing personalized care and support to each patient. Whether you are seeking treatment for a specific health concern or simply looking to maintain your well-being, Lisa Lang is committed to helping you achieve your health goals.

Britton & Associates is a reputable institution located at 1035 West Glen Oaks Lane in Mequon, Wisconsin. Our institution offers a wide range of professional services, including financial planning, investment management, and retirement planning. With a team of experienced and knowledgeable advisors, we are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Britton & Associates is here to provide personalized and comprehensive financial solutions. Contact us today to schedule a consultation and see how we can assist you in reaching your financial goals.

Devorkin & Company LLC is a reputable law firm located in Mequon, Wisconsin. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of representation for a personal injury case, family law matter, or business dispute, our skilled attorneys are here to help. With a commitment to excellence and a track record of success, you can trust Devorkin & Company LLC to handle your legal needs with professionalism and care. Contact us today at 11518 North Port Washington Road to schedule a consultation.

Steward Partners is a leading financial institution located at 1017 West Glen Oaks Lane in Mequon, Wisconsin. Our expert team of financial advisors is dedicated to providing personalized financial planning and wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Steward Partners is committed to delivering exceptional service and tailored solutions to meet the unique needs of each individual or business. Contact us today to learn more about how we can help you secure your financial future.

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.

usiness Retirement Planning expertise of Financial Advisor Jon M. Hafemann, Merrill Lynch in Mequon, Wisconsin offers personalized wealth strategies for business owners and their executive team members. Jon is known for his attentiveness and skill in designing retirement plans that cater to the unique needs of businesses and employees, ensuring owners fulfill their fiduciary responsibilities. With a focus on 401(k), SIMPLE, SEP, MEAP, and MEP plan designs, Jon helps business owners navigate the complexities of retirement planning to ensure their employees are supported "to and through" retirement. Recognizing the value of comprehensive retirement plans in attracting and retaining top talent, Jon emphasizes the importance of tailored plan designs that go beyond basic offerings. With a commitment to education and personalized service, Jon and his team provide ongoing support, regular visits, and turnkey administration to help business owners achieve their financial goals. With years of experience in finance and wealth management, Jon is dedicated to helping clients pursue their financial objectives while managing risk effectively. By understanding each client's unique circumstances and aspirations, Jon works to develop personalized plans that align with their goals and adapt as their lives evolve. Through Merrill Lynch Wealth Management's global resources and expertise, Jon and his team offer comprehensive financial solutions tailored to each client's needs. Whether it's planning for retirement, saving for a major purchase, or transferring wealth to future generations, Jon is committed to helping clients achieve their financial goals and secure their financial future.

Telecom Fitness, Inc. is a premier accounting and finance institution located at 11345 North Port Washington Road in Mequon, Wisconsin, United States. Our team of experienced professionals offers a wide range of services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, financial planning, or budgeting, Telecom Fitness, Inc. is here to help. With a commitment to excellence and customer satisfaction, we strive to provide top-notch services that exceed our clients' expectations. Contact us today to learn more about how we can help you achieve your financial goals.

Joel B. Forbes, CPA LLC is a reputable accounting and finance institution located at 11520 North Port Washington Road in Mequon, Wisconsin, United States. With 15 years of experience, we specialize in helping clients minimize their tax liability and resolve complex tax issues with integrity and transparency. Our firm is dedicated to federal and state tax matters, offering services such as filing tax returns, defending against IRS audits, and assisting with tax planning for individuals and businesses in a dynamic tax landscape. Led by Joel Forbes, a seasoned CPA with a background in working with national corporations on tax credits and incentives, we prioritize client-focused service and aim to maximize deductions, credits, and planning opportunities. We pride ourselves on our knowledge, accessibility, and trustworthiness, and strive to provide timely responses and relevant updates to our clients.

Katie Braun is a Financial Advisor at Ameriprise Financial Services, LLC located at 11039 North Towne Square Road, Mequon, Wisconsin, United States. She holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Katie Braun specializes in providing financial advice and planning for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. She is dedicated to helping clients make informed decisions and achieve their financial goals with expertise in asset management, estate planning, retirement planning, investment strategies, and risk management. Katie Braun is committed to upholding the highest ethical standards and staying current with industry trends and regulations to provide clients with the best possible financial solutions.

William Hensien - Morgan Stanley is a finance institution located at 11501 North Port Washington Road in Mequon, Wisconsin, United States. As a branch of Morgan Stanley, one of the leading financial services firms in the world, William Hensien offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced financial advisors and analysts, they provide expert guidance on investments, wealth management, retirement planning, and more. Whether you are looking to grow your wealth or secure your financial future, William Hensien - Morgan Stanley is dedicated to helping you achieve your financial goals.

Patricia Stapelkamp - Morgan Stanley is a finance institution located at 11501 North Port Washington Road in Mequon, Wisconsin, United States. With a strong reputation for providing top-tier financial services, Patricia Stapelkamp - Morgan Stanley offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Patricia Stapelkamp - Morgan Stanley is committed to providing personalized and comprehensive financial advice to meet your needs.

The Larsen Group is a respected finance institution located at 10528 North Port Washington Road in Mequon, Wisconsin, United States. With a strong reputation for providing expert financial services, The Larsen Group offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, The Larsen Group's team of experienced professionals is dedicated to helping you achieve your financial goals. Visit us today and discover how The Larsen Group can help you secure your financial future.

Lucas Technical Services LLC is a reputable institution located at 4533 Bonnie Court in Mequon, Wisconsin, United States. We specialize in providing top-notch technical services to our clients, including IT support, network solutions, and software development. Our team of experienced professionals is dedicated to delivering high-quality services that meet the unique needs of each client. With a focus on customer satisfaction and cutting-edge technology, Lucas Technical Services LLC is the go-to choice for all your technical needs. Contact us today to learn more about how we can help your business thrive in the digital age.