MoneyWise Planning Group LLC
7111 West Edgerton Avenue, Greenfield, WI 53220
Location & Phone number
7111 W Edgerton Ave #302, Greenfield, WI 53220, United States
About the Business
MoneyWise Planning Group LLC is a leading financial institution located at 7111 West Edgerton Avenue in Greenfield, Wisconsin, United States. Specializing in comprehensive financial planning, investment management, and retirement planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, MoneyWise Planning Group LLC is committed to providing the highest level of expertise and guidance to clients seeking financial stability and success. Contact us today to schedule a consultation and start planning for a brighter financial future.
Photos
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Joe is an excellent financial planner. I would highly recommend him to anyone looking for help with their finances or taxes!"
"Joe Roubik is awesome! I do my taxes with him every year! He is fast and efficient. Joe is a great financial advisor and helps me figure out how to best manage my money!"
"Joe has always given great advice over the years and always looks out for my interests first. He is an excellent financial advisor and I highly recommend him."
"I would not recommend Joe Roubik to my worst enemy. He created brokerage accounts that charged us excessive trade fees. Put us in PDC Petroleum Development Corporation. They went belly up and lost most of our money. Put us in a variable life annuity that sucked us dry. When I asked him how much he charges, told me he does not work for free but would never disclose his actual charges. Stay away from Joe Roubik!"
"I would never invest with Joe Roubik. He picks investments that make him the most money without considering you. I had a relative that invested all of her money with Joe Roubik. When she passed away over 15 years ago, I inherited several of her investments. Joe Roubik had picked these real estate G reit accounts that you’re unable to sell once you purchase. Instead, you must wait until the properties sell and receive payment that way. When I inquired if I could just give my interest away, I was told that wasn’t an option. Every year I have to account for these subpar investments on my tax return and it never ends. Last week I received notice that one of the particular investments had filed bankruptcy and is now tied up in the courts. BEWARE!!!! Ask lots of questions and do your homework on how much Joe Roubik is making while “helping” you invest your money. I love my current investor, but wouldn’t dream of hiring Joe Roubik."
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