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TOP 30 Financial services firm in Milwaukee, WI
60 results found
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U.S. Bancorp Investments - Financial Advisors: James Dennik
U.S. Bancorp Investments - Financial Advisors: James Dennik is a reputable financial institution located at 777 East Wisconsin Avenue in Milwaukee, Wisconsin. Specializing in finance, they offer expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored investment strategies, James Dennik and his team of experienced financial advisors provide comprehensive solutions to meet the unique needs of each individual client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, U.S. Bancorp Investments is dedicated to helping you secure a prosperous financial future.
Affordable Immigration Services
Affordable Immigration Services is a trusted law firm located at 135 West Wells Street in Milwaukee, Wisconsin. Our experienced team of lawyers specializes in providing affordable and reliable immigration services to individuals and families in need. Whether you are seeking help with visas, green cards, citizenship, or deportation defense, we are here to guide you through the complex legal process. Our goal is to make quality immigration assistance accessible to all, regardless of financial means. Contact us today to schedule a consultation and take the first step towards achieving your immigration goals.
Rosemeyer Management Group- Financial Advisors
Rosemeyer Management Group- Financial Advisors is a finance institution located at 662 U.S. 151 Business in Platteville, Wisconsin, United States. As you approach retirement, you may have questions that you haven't even thought to ask. Our team at Rosemeyer Management Group understands the concerns and challenges that come with planning for retirement, and we are here to not only answer your questions but address the ones you may have overlooked. If you are ready to define your goals, commit to a thorough process, and work with a team of experts you can trust, we invite you to learn more about our firm and services. We also have locations in Dubuque, IA, Sterling, IL, Milwaukee, WI, and Boscobel, WI. Investment Advisory Services are offered through RMG Wealth Management, LLC, and Securities are offered through Harbour Investments, Inc. Our team is licensed in CO, FL, IA, IL, MA, MN, MO, NV, NY, TX, and WI.
Collins Law Firm, LLC
Collins Law Firm, LLC is a reputable institution located at 319 Main Street in La Crosse, Wisconsin, United States. They are expanding their team to better serve their clients and offer a wide range of services to protect your loved ones, your business, and your legacy. With locations in Wauwatosa and Pewaukee, serving the Milwaukee area, Collins Law Firm is dedicated to providing personalized and professional legal services. They specialize in estate planning, power of attorney needs, elder law, business services, and more.
Alliance Tax Resolution Firm, LLC
Alliance Tax Resolution Firm, LLC is a trusted institution located at 150 North Sunny Slope Road in Brookfield, Wisconsin, United States. Specializing in accounting, finance, and legal services, Alliance Tax Resolution Firm is dedicated to helping individuals and businesses find solutions to their tax problems. With years of experience dealing with the IRS and State, their team of Tax Attorneys and CPAs will work tirelessly to represent you and find the lowest possible settlement allowed by law. If you owe over $25,000 in tax debt, Alliance Tax Resolution Firm is here to help. They have helped thousands of clients find relief from the financial and emotional burden of tax debt. By providing personalized solutions and handling all communication with the IRS and State, they ensure that your interests come first.
Oath - Milwaukee Estate Planning & Investment Attorneys
Oath - Milwaukee Estate Planning & Investment Attorneys is a reputable law firm located at 10150 West National Avenue in West Allis, Wisconsin. Specializing in estate planning and investment law, our team of experienced attorneys is dedicated to providing top-notch legal services to clients in the Milwaukee area. Whether you need assistance with creating a comprehensive estate plan or navigating complex investment laws, our knowledgeable lawyers are here to help. Trust Oath - Milwaukee Estate Planning & Investment Attorneys to protect your assets and secure your financial future.
Demet Law Firm LLP
Demet Law Firm LLP is a prestigious law firm located at 2651 North Downer Avenue in Milwaukee, Wisconsin. Our dedicated team of experienced lawyers specializes in providing expert legal services in various areas of law including banking and finance. With a strong reputation for professionalism and success, we are committed to serving our clients with the highest level of integrity and expertise. Whether you are in need of legal advice for a banking issue or require representation in a financial matter, Demet Law Firm LLP is here to provide you with top-notch legal services tailored to your specific needs. Trust us to handle your legal matters with care and precision.
Grutz Financial LLC
Located at 615B Milwaukee Street in Delafield, Wisconsin, Grutz Financial LLC is a finance institution that has been assisting individuals entering Medicare for over a decade. Our knowledgeable team provides information to help you choose the right Medicare plan for your retirement future. We offer a variety of tools and strategies to address your financial needs and concerns, and our experienced professionals are dedicated to helping you achieve your ideal retirement. As an independent financial services firm, we offer a range of insurance products to custom suit your needs and objectives. We are not affiliated with the U.S. government or the federal Medicare program, but we can help you navigate your Medicare options and create a comprehensive retirement strategy.
High Point Capital Group - Financial Advisor: Ryan Hitchcock
High Point Capital Group is a leading financial advisory firm located at 1200 North Mayfair Road in Milwaukee, Wisconsin. Led by experienced financial advisor Ryan Hitchcock, the institution provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, High Point Capital Group is committed to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.
Transworld Business Advisors of Milwaukee
Transworld Business Advisors of Milwaukee is a trusted and experienced business brokerage firm located at 1025 West Glen Oaks Lane in Mequon, Wisconsin. Our team of professionals is dedicated to helping clients buy and sell businesses, providing expert guidance and support throughout the entire process. Whether you are looking to expand your business portfolio or sell your current business, we are here to assist you every step of the way. Contact us today to learn more about our services and how we can help you achieve your business goals.
The Giersch Group Bookkeeping & Consulting Services
The Giersch Group Bookkeeping & Consulting Services is a firm located at 1661 North Water Street in Milwaukee, Wisconsin, providing accounting and finance support to small and medium-sized businesses in the greater Milwaukee area. Our team of professionals offers flexible and tailored services to help business owners understand and manage their financials effectively. From bookkeeping to financial strategy consulting, we strive to help our clients achieve their goals in a cost-effective manner. With a focus on small and medium-sized businesses, we are dedicated to providing clarity and financial peace of mind through our services. Our experienced team, with a background in family businesses and nonprofit organizations, is passionate about supporting the little guys in the business world and helping them succeed. Book a free consultation today to see how we can help you grow and thrive.
AAAdvantage Accounting Services, LLC
AAAdvantage Accounting Services, LLC is a reputable accounting and finance institution located at 7970 North 76th Street in Milwaukee, Wisconsin, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with managing your finances or preparing for tax season, AAAdvantage Accounting Services, LLC is dedicated to helping you achieve your financial goals.
Ambas Financial Services, LLC
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.
Grant Accounting Services, CPA, LLC
Grant Accounting Services, CPA, LLC is a reputable accounting firm located at 2745 North Doctor Martin Luther King Junior Drive in Milwaukee, Wisconsin. Specializing in grant accounting and finance services, our team of certified public accountants (CPAs) is dedicated to providing accurate and reliable financial guidance to individuals and businesses alike. With a commitment to excellence and client satisfaction, we offer a wide range of services including tax preparation, financial planning, and audit support. Trust Grant Accounting Services, CPA, LLC to help you navigate the complexities of grant accounting and achieve your financial goals.
Fund Management
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.
Block, Harold D
Block, Harold D is a reputable law firm located at 710 North Plankinton Avenue in Milwaukee, Wisconsin. Specializing in various areas of law, the experienced lawyers at Block, Harold D are dedicated to providing high-quality legal services to their clients. Whether you need assistance with family law, criminal defense, or personal injury cases, the team at Block, Harold D is committed to advocating for your rights and achieving the best possible outcome for your case. With a strong reputation for professionalism and expertise, Block, Harold D is a trusted institution in the legal community of Milwaukee.
Time Investment Company, Inc.
Time Investment Company, Inc. is a finance institution based in Milwaukee, Wisconsin, United States. With a focus on helping individuals and businesses make smart investment decisions, Time Investment Company, Inc. offers a wide range of financial services and products. Their team of experienced professionals are dedicated to providing personalized advice and guidance to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or grow your wealth, Time Investment Company, Inc. is here to help you every step of the way.
The Securities Lawyers
The Securities Lawyers, located at 320 East Buffalo Street in Milwaukee, Wisconsin, is a dedicated institution that works tirelessly to protect investors and recover lost retirement funds. With years of experience and a team of skilled attorneys, The Securities Lawyers specialize in securities cases, particularly those involving recovering retirement funds. Led by Sean Sweeney, who has served on FINRA's National Arbitration and Mediation Committee, the team provides personalized and high-quality representation to clients nationwide. The institution operates on a contingency fee basis, ensuring that clients only pay if their case is won. With a focus on goal-oriented solutions, The Securities Lawyers are committed to helping clients recover their losses and secure their financial future.
Miller & Miller Law, LLC
Miller & Miller Law, LLC is a reputable financial and legal institution located at 633 West Wisconsin Avenue in Milwaukee, Wisconsin, United States. Specializing in various areas of law, including finance, the experienced team of lawyers at Miller & Miller Law, LLC is dedicated to providing top-notch legal services to their clients. With a strong focus on professionalism, integrity, and client satisfaction, Miller & Miller Law, LLC is committed to helping individuals and businesses navigate the complex legal landscape with confidence and peace of mind. Contact them today for expert legal advice and representation.
Clovis Point LLC
Clovis Point LLC is a premier commercial developer located in Downtown Kenosha, Wisconsin. With a prime location between Chicago and Milwaukee, Kenosha offers a vibrant community with a beautiful lakefront, a bustling boat harbor, and easy access to transportation options like the Metra Station with service to Chicago. Clovis Point LLC has been at the forefront of revitalizing Downtown Kenosha for over 20 years, working with a variety of tenants including government agencies, corporate headquarters, and restaurants. The Southeast Wisconsin region, particularly Kenosha County, is experiencing significant growth with billions of dollars in new capital investment and thousands of new jobs being created by major companies like Amazon, Uline, and Haribo. Clovis Point LLC is proud to be a part of this growth and is committed to further revitalizing Downtown Kenosha through strategic investments in commercial and residential real estate.
Carlson Dash
Carlson Dash is a legal institution located at 10411 Corporate Drive in Pleasant Prairie, Wisconsin, United States. They specialize in various legal matters, including in personam deficiency judgments, dual paid leave ordinance compliance, and Fannie Mae down payment requirements for owner-occupied homes. With additional locations in Chicago and Milwaukee, Carlson Dash offers expert legal services to clients in the Midwest region. Contact them at (262) 857-1600 for assistance with your legal needs.
Edwards Group SC
Edwards Group SC is a leading accounting and finance institution located at 441 Milwaukee Avenue in Burlington, Wisconsin, United States. Our team of experienced professionals offers a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. With a commitment to excellence and personalized service, Edwards Group SC is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Office Design Specialist
Office Design Specialist, located at 1535 South 101st Street in Milwaukee, Wisconsin, is a one-stop destination for all your office design needs. As a furniture store, general contractor, and home goods store, we specialize in creating functional and aesthetically pleasing office spaces that reflect your company's values and brand. Our team of experienced interior designers and construction experts work together to transform your office space into a welcoming and productive environment. Whether you are looking to incorporate your company branding, accommodate multiple generations in the workplace, or attract and retain top talent, we have the expertise to bring your vision to life.
Modern Woodmen of America - Jana Schoberg, FIC, FSS, LUTCF, RICP
Modern Woodmen of America, located at 2371 South 107th Street in Milwaukee, Wisconsin, is a finance institution led by Jana Schoberg, who holds several financial certifications. Since 1883, Modern Woodmen of America has been bringing people together, supporting families, and strengthening communities. As a financial representative, you can make a positive impact on your family and community by planning for your current needs and future dreams. Modern Woodmen offers a portfolio of high-quality financial products to help you meet various life needs. As a member of the organization, you can access member benefits and contribute to your community. Visit the member website to make payments, update information, and access fraternal programs. If you can't find a Modern Woodmen representative in your community, they are available to help. Securities are offered through MWA Financial Services Inc., a subsidiary of Modern Woodmen of America. Check the background of the firm or representative on FINRA's BrokerCheck. Explore how shared values can work for you by meeting with a Modern Woodmen representative in your community.
Midwest Bookkeeping & Tax Solutions
Midwest Bookkeeping & Tax Solutions is a boutique firm located in Milwaukee, Wisconsin, offering top-notch administrative services for businesses. With over 22 years of experience in accounting, we specialize in business tax preparation and bookkeeping for small and medium-sized businesses. Our team is dedicated to providing reliable and accurate financial services, allowing you to focus on the core aspects of your business. Visit us at our Milwaukee location on West Layton Avenue or our Madison location on Raymond Road for all your tax and bookkeeping needs. Trust Midwest Bookkeeping & Tax Solutions for professional and dependable financial solutions.
Burr Law Office LLC
Burr Law Office LLC, located at 910 Elm Grove Road, Elm Grove, Wisconsin, United States, is a reputable law firm specializing in bankruptcy cases. Led by experienced Milwaukee bankruptcy lawyer Michael Burr, the team at Burr Law Office is dedicated to helping individuals reclaim their power and start fresh in life. Whether you are considering Chapter 7 bankruptcy to eliminate unsecured debts or Chapter 13 bankruptcy to reorganize your finances, the experts at Burr Law Office can guide you through the process. Additionally, they offer debt consolidation and debt settlement services as alternatives to bankruptcy. With a focus on providing personalized solutions for each client, Burr Law Office is a trusted resource for individuals facing financial hardships in the Waukesha, Brookfield, and Milwaukee areas. Contact them today to discuss your unique situation and find the best path towards financial stability.
Divergent Family Law
Divergent Family Law is a reputable law firm located in Glendale, Wisconsin, United States. Situated on North Port Washington Road near Craig Counsell Park, our experienced divorce attorneys provide compassionate guidance and legal expertise to help clients navigate through the emotional challenges of divorce. Whether you are seeking assistance with asset division, child custody, spousal support, or any other family law matter, our dedicated legal team is here to support you every step of the way. With decades of combined experience, our lawyers take the time to understand each client's unique situation and tailor legal strategies to meet their individual needs. We offer services for both uncontested and contested divorces, as well as mediation and annulment proceedings. Our attorneys are also well-versed in matters relating to child custody, child support, paternity establishment, high-net-worth divorces, and military divorces.
Certus Legal Group, Ltd
Certus Legal Group, Ltd is a premier institution located at 10700 West Research Drive in Milwaukee, Wisconsin, United States. We pride ourselves on providing personalized and comprehensive legal services tailored to each individual's unique challenges and opportunities, both personally and financially. Our team goes above and beyond to ensure that we understand our clients' goals and can provide them with innovative ideas, advice, and perspective. At Certus Legal Group, we believe in thinking ahead and stress-testing the plans and structures we put in place for our clients. Our experienced attorneys act as counselors, aligning with your objectives and fostering a relationship of trust. We stay ahead of the curve on important legal issues, such as estate and gift tax exemptions, charitable giving after the Tax Cuts and Jobs Act of 2017, and estate planning for same-sex couples.
Watton Law Group
Watton Law Group, located at 301 West Wisconsin Avenue in Milwaukee, Wisconsin, is a nationally recognized law firm specializing in helping individuals facing overwhelming debt. Since 1994, our experienced attorneys have assisted thousands of clients with bankruptcy, foreclosure, and consumer class action cases. Our firm is committed to providing the highest level of guidance and legal advice to those in need of debt relief. Attorney Bennett S. Stuckey, Esq. takes a compassionate approach to helping clients find relief from debt at our office in Little Rock, Arkansas. With over 25 years of experience, we offer personalized solutions tailored to each case we take on. Our full-service debt relief agency has the resources to tackle even the toughest cases, and we provide free consultations to discuss your options.
Mallery s.c.
Mallery s.c. is a law firm located in Milwaukee, Wisconsin, United States, specializing in various legal areas such as business, corporate law, real estate, lending, finance, and civil litigation. The attorneys at Mallery s.c. are experienced and provide practical advice and solutions to their clients. The firm takes a personalized approach, understanding each client's unique needs and working to their strengths. With attorneys like Cat, Michael, Randy, Maggie, and others, Mallery s.c. offers a wide range of legal services including complex litigation, real estate transactions, commercial leasing, and financial matters. The firm's attorneys are known for their creative solutions, effective negotiation skills, and successful track record in representing clients in various legal matters. Whether it's a real estate development project, a business transaction, or a civil dispute, Mallery s.c. is committed to providing top-notch legal representation and helping clients navigate the complexities of the legal system.
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