TOP 30 Best Financial planning services for individuals in South Milwaukee, Wisconsin

Horizon Tax & Accounting Services is a trusted institution located at 5151 South Howell Avenue in Milwaukee, Wisconsin. Specializing in accounting and finance services, our team of professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and financial management. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Horizon Tax & Accounting Services is here to help you reach your financial goals. Visit us today to see how we can help you secure a brighter financial future.

A1 Tax Services LLC is a reputable accounting and finance institution located at 5022 South 27th Street in Milwaukee, Wisconsin, United States. With a team of experienced professionals, A1 Tax Services LLC provides a wide range of financial services including tax preparation, bookkeeping, and financial planning. Clients can trust in the expertise and reliability of A1 Tax Services LLC for all their accounting and finance needs.

Jackson Hewitt Tax Service is a finance institution located at 1012 Milwaukee Avenue in South Milwaukee, Wisconsin, United States. While our tax advance loans have ended for this year, our Tax Pros are still ready to help you get your biggest refund! Drop off your tax documents and let our experts take care of the rest, including a quick call to review your final return and convenient e-signing. Refund Advance loans allow you to get money before your tax refund arrives, which can sometimes take weeks from the IRS. While Refund Advance is no longer available this year, Early Refund Advance was offered at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.

Primerica Financial Services is a reputable insurance agency located at 3555 South 27th Street in Milwaukee, Wisconsin, United States. With a focus on helping individuals and families achieve financial security, Primerica offers a wide range of insurance products and services to meet their clients' needs. Their experienced agents are dedicated to providing personalized solutions and guidance to help clients make informed decisions about their financial future. Trust Primerica Financial Services to protect what matters most to you.

YK Insurance & Financial Services is a reputable insurance agency located at 135 South 84th Street in Milwaukee, Wisconsin. We offer a wide range of insurance products and financial services to meet the needs of our clients. Our experienced team of professionals is dedicated to providing excellent customer service and helping individuals and businesses find the right insurance solutions for their unique circumstances. Contact us today to learn more about how we can help you protect what matters most.

OneMain Financial is a finance institution located at 2972 South Chase Avenue in Milwaukee, Wisconsin, United States. They offer a variety of financial services including personal loans, debt consolidation, and credit insurance. With a focus on providing personalized solutions to meet individual needs, OneMain Financial strives to help customers achieve their financial goals. Their team of experienced professionals is dedicated to providing excellent customer service and guiding clients through the loan process with transparency and integrity. Whether you need assistance with managing debt or financing a major purchase, OneMain Financial is committed to helping you navigate your financial journey with confidence.

Ambas Financial Services, LLC is a bilingual tax preparation and accounting firm located in Greenfield, Wisconsin, United States. We specialize in personal and business taxes, including 1040 and 1099 preparation, as well as accounting services for businesses. Our office is conveniently located near 28th and W Forest Home Ave on the south side of Milwaukee. We offer flexible scheduling, a referral program, and bilingual services to cater to the needs of our diverse clientele. During the off-season, we are available by appointment only. Our team of tax experts can prepare, review, and electronically file all individual and small business taxes, helping you proactively reduce taxes in a legal manner.

A Better Tax Services LLC is a trusted accounting and finance institution located at 2273 South 65th Street in Milwaukee, Wisconsin, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses, ensuring accurate and timely filing. Our goal is to help our clients maximize their financial success and minimize their tax liabilities. Contact us today to schedule a consultation and let us help you with all your tax needs.

Primerica Financial Services Omero Hernandez is a reputable insurance agency located at 2778 South 35th Street in Milwaukee, Wisconsin, United States. With a focus on providing comprehensive financial solutions to individuals and families, the agency is dedicated to helping clients protect their assets and plan for the future. Led by experienced professionals, Primerica Financial Services Omero Hernandez offers a range of insurance products and services tailored to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment advice, this agency is committed to providing top-notch service and support. Contact them today to learn more about how they can help you secure your financial future.

Kingstad Law, located at 4811 South 76th Street in Greenfield, Wisconsin, is a trusted institution specializing in finance and legal services. If you are facing foreclosure on your home, Attorney David Kingstad can help. With over 40 years of legal experience, he is Milwaukee's go-to expert for Chapter 13 bankruptcy cases. Kingstad Law has a proven track record of success in helping individuals keep their homes, even when facing foreclosure. Foreclosure doesn't have to mean losing your home. With the guidance of an experienced attorney like David Kingstad, you can fight the foreclosure process and find a solution to keep your home. Chapter 7 Bankruptcy is also an option to restructure your debts and start fresh. Kingstad Law has extensive experience in helping debtors navigate the bankruptcy process and leave unwanted debt behind.

AGP Taxes & Services is a reputable accounting and finance institution located at 2960 South 13th Street in Milwaukee, Wisconsin, United States. With a team of experienced professionals, we provide a wide range of tax and financial services to individuals and businesses. Our services include tax preparation, bookkeeping, payroll processing, and financial planning. We are committed to providing our clients with personalized and reliable services to help them achieve their financial goals. Visit us today to experience the expertise and dedication of AGP Taxes & Services.

K P Accounting & Tax Services is a reputable institution located at 4369 South Howell Avenue in Milwaukee, Wisconsin. Specializing in accounting and finance, our team of experienced professionals provides top-notch services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust K P Accounting & Tax Services for all your accounting and financial needs.

Jessie Saavedra: Primerica - Financial Services is an insurance agency located at 3555 South 27th Street in Milwaukee, Wisconsin, United States. Specializing in providing financial services, the institution offers a range of insurance products and investment opportunities to help individuals secure their financial future. With a focus on personalized service and tailored solutions, Jessie Saavedra: Primerica - Financial Services is committed to helping clients achieve their financial goals and protect their assets.

Carlitos Viruet: Primerica - Financial Services is a reputable finance and insurance agency located at 3555 South 27th Street in Milwaukee, Wisconsin, United States. With a focus on providing personalized financial services, our experienced team is dedicated to helping individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Carlitos Viruet: Primerica - Financial Services is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Edward Jones - Financial Advisor: Greg Baumgardt, CFP® is a reputable financial institution located at 2121 South Kinnickinnic Avenue in Milwaukee, Wisconsin. As a Certified Financial Planner, Greg Baumgardt offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals and families in the Milwaukee area. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Greg Baumgardt and his team are dedicated to helping you navigate the complexities of the financial world and secure your financial future.

Edward Jones - Financial Advisor: Dan O'Heron is a trusted financial institution located at 2315 10th Avenue in South Milwaukee, Wisconsin. As a dedicated financial advisor, Dan O'Heron provides personalized financial planning services to help individuals and families achieve their financial goals. With a focus on long-term financial success, Edward Jones offers a wide range of investment options and strategies to fit each client's unique needs. Whether you are planning for retirement, saving for college, or simply looking to grow your wealth, Dan O'Heron and the team at Edward Jones are committed to helping you navigate the complex world of finance with confidence and peace of mind.お

Instant Tax Service is a reputable institution located at 3306 South 27th Street in Milwaukee, Wisconsin, United States. Specializing in accounting and finance, they offer expert tax services to individuals and businesses alike. With a team of knowledgeable professionals, Instant Tax Service is dedicated to providing accurate and efficient tax preparation and financial planning solutions. Whether you need assistance with filing your taxes or managing your finances, Instant Tax Service is here to help you every step of the way.

Cook Business Services is a reputable accounting and finance institution located at 4008 South Howell Avenue in Milwaukee, Wisconsin, United States. With a team of experienced professionals, Cook Business Services offers a wide range of financial services including bookkeeping, tax preparation, payroll management, and financial consulting. Whether you are a small business owner or an individual looking for financial guidance, Cook Business Services is dedicated to providing top-notch services tailored to meet your specific needs. Trust Cook Business Services to help you navigate the complexities of accounting and finance with expertise and precision.

Peter Francis Geraci Law L.L.C. is a reputable finance and legal institution located in Milwaukee, Wisconsin. With a focus on providing expert legal services in the areas of bankruptcy, debt relief, and financial management, the experienced team at Peter Francis Geraci Law L.L.C. is dedicated to helping individuals and businesses navigate complex financial situations. Whether you are facing overwhelming debt or need assistance with bankruptcy proceedings, you can trust the knowledgeable lawyers at Peter Francis Geraci Law L.L.C. to provide personalized and effective legal solutions. Visit their office at 4550 South 27th Street to learn more about how they can help you achieve financial stability.

DBHW Wealth Partners is a leading accounting and finance institution located at 1125 Milwaukee Avenue in South Milwaukee, Wisconsin, United States. Our team of experts specializes in providing personalized wealth management solutions for individuals and businesses. With a focus on financial planning, investment strategies, and tax optimization, we strive to help our clients achieve their financial goals and secure their financial future. Trust DBHW Wealth Partners to provide professional and reliable services to meet all your accounting and finance needs.

H&R Block is a well-established accounting and finance institution located at 2969 South Chicago Avenue in South Milwaukee, Wisconsin, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual, small business, or corporation, H&R Block is dedicated to helping you navigate the complexities of the financial world with expertise and precision. Visit us today to see how we can assist you in achieving your financial goals.

H&R Block is a renowned accounting and finance institution located at 1842 South 15th Street in Milwaukee, Wisconsin, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking to file your taxes or a business seeking financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to meet your needs. Visit us today to experience the trusted expertise and exceptional service that H&R Block has been known for.

Angelica Angel American Family Insurance is a trusted insurance agency located at 5220 South 27th Street in Milwaukee, Wisconsin. Our dedicated team of professionals is committed to providing personalized insurance solutions to protect your family and assets. Whether you need coverage for your home, auto, life, or business, we are here to help you find the right policy to fit your needs. With our focus on exceptional customer service and competitive rates, you can trust Angelica Angel American Family Insurance to be your partner in safeguarding what matters most to you. Contact us today to learn more about our comprehensive insurance options.

Mike Bafus - State Farm Insurance Agent is an insurance agency located at 3793 South 108th Street, Greenfield, Wisconsin. Serving the areas of Greenfield, Greendale, New Berlin, Franklin, Wauwatosa, and Milwaukee, Mike Bafus and his team offer virtual meetings to assist clients in reviewing their current insurance coverage from the comfort of their homes during the winter season. With over 5 years of experience in the insurance sector, Mike's focus is on safeguarding the financial well-being of customers, including their income, assets, families, and long-term objectives. Having served in the United States Air Force for 10 years, Mike has a passion for helping individuals achieve their dreams and overcome obstacles. He has a Bachelor's Degree in Business Administration and has lived in multiple countries and states, bringing a diverse background to his work. Mike and his team provide personalized attention and service to each customer, helping them understand the risks they face and develop a plan to protect their family and financial goals.

Dan Shaykevich - State Farm Insurance Agent is a trusted insurance agency located at 3550 East Sivyer Avenue in Saint Francis, Wisconsin. As a State Farm Agent serving the greater Milwaukee area, Dan Shaykevich and his team focus on providing insurance for families in the State of Wisconsin, with a special emphasis on the Saint Francis, Cudahy, Bay View, South Milwaukee, Oak Creek, Franklin, and Racine Area. Dan Shaykevich is dedicated to serving the community and is actively involved in local events such as the Saint Francis 4th of July and Christmas Parades. With a focus on Auto Insurance, Homeowners Insurance, Renters Insurance, Disability Coverage, and Life Insurance, the agency aims to provide a remarkable insurance experience to each and every customer.

Jon Fernandez - State Farm Insurance Agent is an insurance agency located at 3232 West Loomis Road, Greenfield, Wisconsin, United States. Positioned between S. 27th St and Howard Ave, just two lights east from Loomis exit off of Hwy 894, our team is dedicated to providing personalized insurance plans tailored to your needs. With a focus on Auto, Home, Life, and Health Insurance, as well as Financial Services, our bilingual team is committed to serving the Milwaukee area, including Greenfield, Oak Creek, Franklin, West Allis, Cudahy, South Milwaukee, and Greendale. Our agency is led by Jon Fernandez, a U Whitewater/MBA/Strategic Management graduate, married with three children, and a member of the Hispanic Chamber of Commerce. We offer discounts for teens such as Good Student and Steer Clear Discounts, as well as convenient parking for all our clients. Our team is passionate about making a difference in the community and works hard to achieve our goals together.

William Dobrinska American Family Insurance is a trusted insurance agency located at 2115 10th Avenue in South Milwaukee, Wisconsin. We provide a wide range of insurance products and services to protect you and your family's financial future. Our knowledgeable agents are dedicated to helping you find the right coverage at the best possible price. Whether you need auto, home, life, or business insurance, we are here to help. Contact us today to learn more about how we can help you protect what matters most.

John Witczak - Sangwin Investments is a reputable finance and insurance agency located at 115 South 84th Street in Milwaukee, Wisconsin. With a strong focus on providing top-notch financial services and insurance solutions, our team of experts is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking to invest for the future or secure your financial well-being, John Witczak - Sangwin Investments is here to guide you every step of the way. Trust us to provide you with personalized and reliable financial advice tailored to your individual needs. Contact us today to learn more about how we can help you secure a brighter financial future.

DOPE CFO Certified Advisors - MKE Office is a leading financial institution located in Milwaukee, Wisconsin. Our team of expert advisors specialize in accounting and finance, providing top-notch services to clients in need of professional financial guidance. With a focus on excellence and client satisfaction, we are dedicated to helping individuals and businesses achieve their financial goals. Visit us at 2161 South Robinson Avenue to learn more about how our certified advisors can assist you with all your financial needs.

DWT Tax & Accounting Inc is a reputable institution located at 3216 South 92nd Street in Milwaukee, Wisconsin. Specializing in accounting and finance services, our team of professionals is dedicated to providing expert guidance and support to individuals and businesses in managing their financial affairs. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate the complexities of tax and accounting regulations. Contact us today to learn more about how we can assist you with your financial needs.