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TOP 30 Financial services firm in Milwaukee, WI
60 results found
A convenient service for searching for businesses, places and services
Sapinski Law Office, S.C.
Sapinski Law Office, S.C. is a trusted law firm located at 2266 North Prospect Avenue in Milwaukee, Wisconsin. Specializing in bankruptcy and non-bankruptcy services, Attorney Sapinski is dedicated to helping individuals struggling with debt to achieve a better financial future. With over 20 years of experience and more than 2,000 bankruptcy cases filed in Wisconsin, Attorney Sapinski offers free consultations to help clients understand their options and develop a clear plan for financial success. The firm's services are available to those in Milwaukee County and surrounding areas, with the goal of providing immediate relief and guidance through the bankruptcy process. Whether facing foreclosure, repossession, or simply falling behind on payments, Sapinski Law Office, S.C. is here to help clients navigate their way out of debt and towards a brighter future. Contact (888) 298-1041 to schedule a free consultation and learn more about debt relief options today.
Credit Solutions, S.C.
Credit Solutions, S.C. is a reputable law firm located at 626 East Wisconsin Avenue in Milwaukee, Wisconsin. Specializing in credit solutions, their team of experienced lawyers offers expert advice and legal assistance to individuals and businesses facing credit-related issues. Whether you are dealing with debt collection, credit disputes, or bankruptcy, Credit Solutions, S.C. is dedicated to helping clients navigate the complexities of credit law and find effective solutions tailored to their specific needs. Trustworthy, knowledgeable, and committed to client satisfaction, Credit Solutions, S.C. is the go-to institution for all your credit legal needs in the United States.
Strouse Law Offices
Strouse Law Offices is a prestigious finance and legal institution located at 825 West Wisconsin Avenue in Milwaukee, Wisconsin, United States. With a team of experienced lawyers specializing in various areas of law, including finance, real estate, and business litigation, Strouse Law Offices is dedicated to providing top-notch legal services to clients in the Milwaukee area. Whether you are in need of assistance with financial matters or require legal representation in a court case, the knowledgeable attorneys at Strouse Law Offices are here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Infinity Accounting
Infinity Accounting is a small business accounting firm located in Germantown, Wisconsin, serving clients in the greater Milwaukee area and beyond. We specialize in providing accounting and finance services to help businesses succeed and grow. Our affordable rates make our services accessible to businesses of all sizes. By entrusting us with your financials, you can save time and focus on what you do best – running your business. We offer monthly reports, tax preparation, payroll services, and strategic planning to help you make informed decisions and achieve your business goals. Our team is dedicated to keeping your financials organized, up to date, and accurate. Let us take the stress out of accounting so you can have peace of mind and confidence in the direction of your business. Contact Infinity Accounting today to learn more about how we can help you succeed.
Creative Planning
Creative Planning is a leading finance institution located at 10000 West Innovation Drive in Milwaukee, Wisconsin. As the No. 1 Independent Advisory Firm, we offer comprehensive and customized wealth management services to clients worldwide. Our team of wealth managers in the Milwaukee Area is dedicated to helping you achieve your financial goals and experience a richer way to wealth. By providing personal information, you can trust that we will not share it with any third party. Contact us today to schedule a free, no-obligation consultation within one business day and start your journey towards financial peace of mind.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 10700 West Research Drive in Wauwatosa, Wisconsin, United States. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in Milwaukee, WI, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Their team of investment advisors and financial planners focus on full-service financial planning and research-driven investments. They offer a holistic allWEALTH® approach that addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and more. The team at Beacon Pointe is dedicated to providing clients with a personalized wealth management experience to meet their individual needs. With a focus on fiduciary responsibility, Beacon Pointe Advisors is committed to helping individuals, families, institutions, and defined contribution plans achieve their financial goals. Visit their office in Milwaukee or connect with them virtually to see how they can assist with your investment portfolio and financial planning needs.
W. McGinnis Advisors, LLC
W. McGinnis Advisors, LLC is a reputable financial consulting firm located at 3037 South Shore Drive in Milwaukee, Wisconsin. With a team of experienced advisors, they provide personalized financial planning services to help clients achieve their long-term goals. Whether you are looking to invest, save for retirement, or plan for the future, W. McGinnis Advisors, LLC can offer expert guidance and support. Their commitment to excellence and client satisfaction sets them apart in the financial industry. Contact them today to schedule a consultation and take the first step towards securing your financial future.
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.
Wipfli
Located at 10000 West Innovation Drive in Milwaukee, Wisconsin, Wipfli is a top 20 national firm specializing in accounting and finance services. With a wide range of resources and expertise in various industries, Wipfli offers assurance, accounting, tax, and consulting services tailored to meet the unique needs of each client. Our team of experienced professionals focuses on specific areas such as construction, healthcare, nonprofits, and technology to provide industry-specific solutions. In addition to traditional services, our Milwaukee office also offers IT services including software architecture, development, and consulting for areas such as product development, mobile applications, ERP, CRM, and business intelligence. Whether you need assistance with financial institutions, real estate, or cybersecurity, Wipfli is dedicated to helping you overcome challenges, achieve your goals, and plan for future success.
Tushaus & Associates, LLC
Tushaus & Associates, LLC is a top CPA firm located at 10400 West Innovation Drive in Milwaukee, Wisconsin. Specializing in accounting and finance, we cater to small and medium-sized companies, providing expert financial statement analysis and tax preparation services to help improve your bottom line. Our team of detail-oriented CPAs are dedicated to providing exceptional customer service, ensuring that our clients feel comfortable and supported throughout their projects. By working closely with our clients, we design tailored solutions to address their financial challenges and help them achieve their business aspirations. We aim to establish long-term partnerships with clients who trust us, knowing that their Tushaus & Associates accountant is a certified member of two prestigious CPA societies. Book a consultation with us today to get started on achieving your financial goals.
Rosemeyer Management Group
Rosemeyer Management Group is a finance institution located at 5464 North Port Washington Road in Glendale, Wisconsin, United States. As you approach retirement, it's natural to have questions and concerns. At Rosemeyer Management Group, we specialize in helping individuals navigate the complexities of retirement planning. Our team not only provides answers to your questions, but also addresses the questions you may not have considered. If you are looking to define your retirement goals, undergo a thorough planning process, and work with a trustworthy team of experts, we encourage you to explore our firm and services. With locations in Platteville, WI, Dubuque, IA, Sterling, IL, Milwaukee, WI, and Boscobel, WI, we are dedicated to providing top-notch investment advisory services through RMG Wealth Management, LLC, and securities through Harbour Investments, Inc. Our team is licensed in various states including CO, FL, IA, IL, MA, MN, MO, NV, NY, TX, and WI. Trust Rosemeyer Management Group to guide you towards a secure and successful retirement.
OCTANE Consulting
OCTANE Consulting is a leading business consulting firm located at 4141 North Richards Street in Milwaukee, Wisconsin, United States. Our team of experienced consultants specializes in providing strategic advice and innovative solutions to help businesses achieve their goals and drive growth. From market research and analysis to business development and project management, OCTANE Consulting offers a wide range of services to meet the unique needs of our clients. Whether you are a small start-up or a large corporation, we are dedicated to helping you succeed in today's competitive business environment. Contact us today to learn more about how OCTANE Consulting can help your business thrive.
Krause Consultants Ltd
Krause Consultants Ltd is a well-established consulting firm located at 5225 North Ironwood Road in Milwaukee, Wisconsin. With a team of experienced consultants, we provide expert advice and solutions to businesses looking to improve their operations, increase efficiency, and achieve their goals. Our services cover a wide range of industries, including finance, technology, marketing, and more. Whether you're a small startup or a large corporation, Krause Consultants Ltd is dedicated to helping you succeed. Contact us today to learn more about how we can support your business.
FarWell
FarWell is a flexible advisory firm located in Madison, Wisconsin, dedicated to helping clients successfully plan and implement strategic change. Our experts use a "Plan, Work, Coach" approach to build client capabilities and ensure maximum results. Our Right-Fit discovery and proposal process is no cost and no obligation, allowing clients to experience successful change without any financial risk. We provide project execution services and are strategically prepared to manage and sustain change, offering an affordable and flexible alternative to traditional staffing and national management consulting firms. Our success is directly tied to our clients' success, making us a trusted partner for critical programs and projects.
My Online Accountant, LLC
My Online Accountant, LLC is a leading accounting and finance firm located at 11414 West Park Place in Milwaukee, Wisconsin, United States. Our team of experienced professionals specializes in providing online accounting services for individuals and businesses, helping them manage their finances effectively and efficiently. In addition to accounting services, we also offer real estate agency services to assist clients with buying, selling, and managing properties. With a commitment to delivering high-quality and personalized services, My Online Accountant, LLC is dedicated to helping clients achieve their financial goals.
Steliga & Harder
Steliga & Harder is a trusted accounting and finance institution located at 8719 West Greenfield Avenue in Milwaukee, Wisconsin, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with taxes, bookkeeping, or financial planning, Steliga & Harder is dedicated to helping you achieve your financial goals. Their personalized approach and attention to detail set them apart from other firms, making them a top choice for all your accounting and finance needs.
A Good Man's Bookkeeping LLC
A Good Man's Bookkeeping LLC is a reputable accounting and finance firm located at 936 West Greenfield Avenue in Milwaukee, Wisconsin, United States. Specializing in providing comprehensive bookkeeping services for individuals and businesses, our team of experienced professionals is dedicated to helping clients maintain accurate financial records and make informed financial decisions. With a commitment to excellence and personalized service, A Good Man's Bookkeeping LLC is your trusted partner for all your accounting needs.
Swanson Reed - Specialist R&D Tax Advisors
Swanson Reed is a leading specialist R&D tax advisory firm located at 333 West Brown Deer Road in Milwaukee, Wisconsin. Our team of experts provides comprehensive financial services to help businesses maximize their R&D tax credits and incentives. With a focus on innovation and research, we assist clients in navigating complex tax regulations and optimizing their financial strategies. Trust Swanson Reed to guide your company towards greater success and profitability in the competitive business landscape.
Mohr CPAs LLP
Mohr CPAs LLP is a leading accounting and finance firm located at 10361 West Innovation Drive in Milwaukee, Wisconsin. With a team of experienced professionals, we provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Our commitment to excellence and personalized approach sets us apart, making us a trusted partner for individuals and businesses alike. Contact us today to see how we can help you achieve your financial goals.
Hafner Laskey & Loewen
Hafner Laskey & Loewen is a reputable accounting and finance institution located at 11575 West Theo Trecker Way in Milwaukee, Wisconsin, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses. Their expertise includes tax preparation, auditing, financial planning, and more. Trust Hafner Laskey & Loewen for all your accounting and finance needs.
The VanderBloemen MacDonald Group
The VanderBloemen MacDonald Group is a renowned Certified Public Accountant firm located at 3573 South 108th Street in Milwaukee, Wisconsin, United States. Specializing in accounting and finance, our team of experts has been providing top-notch services to companies in the Construction and Manufacturing industries since 1989. With a national reputation for excellence, we offer a wide range of services including wealth management, tax services, business planning, transactions, audits, reviewers, and compilations. Stay ahead of the game with our expertise in navigating the new rules for the Employee Retention Credit and the 2021 Depreciation Limits for cars and trucks. Additionally, we can help you access funding through programs like the Wisconsin Tomorrow Small Business Recovery Grant. Trust The VanderBloemen MacDonald Group to guide you towards financial success and security.
Reilly, Penner & Benton LLP
Reilly, Penner & Benton LLP is a highly respected accounting and finance institution located in Milwaukee, Wisconsin. With a focus on providing top-notch financial statements, employee benefit plans, and forensic services, we are dedicated to helping businesses thrive. Our experienced team offers consistent bookkeeping support, monthly financial reporting, and in-depth analysis to maximize profits and minimize fraud risk. We also specialize in tax preparation services tailored to your business and personal financial goals. As the oldest CPA firm in Wisconsin, we pride ourselves on delivering unrivaled tax and accounting services while also giving back to the community through charitable activities. Our commitment to excellence, teamwork, and integrity sets us apart as a trusted advisor for all your financial needs. Visit us at our Milwaukee or Hartland locations to experience the personalized strategies that will help your business prosper.
BPA & Associates, LLC
BPA & Associates, LLC is a well-established accounting and finance firm located at 6101 West Vliet Street in Milwaukee, Wisconsin, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, financial planning, and bookkeeping for individuals and businesses. Our commitment to excellence and personalized approach sets us apart from other firms, making us a trusted partner for all your financial needs. Contact us today to see how we can help you achieve your financial goals.
Canaan CPA & Associates Inc
Canaan CPA & Associates Inc is a professional accounting firm located at 5321 North Port Washington Road in Milwaukee, Wisconsin. Our team of experienced certified public accountants offers a wide range of services including tax preparation, financial planning, auditing, and business consulting. We are dedicated to providing high-quality, personalized service to our clients to help them achieve their financial goals. Contact us today to schedule a consultation and see how we can help you with your accounting needs.
T-Accounts LLC
T-Accounts LLC is a reputable accounting and finance institution located at 2479 South Kinnickinnic Avenue in Milwaukee, Wisconsin. As a family-owned firm with over 20 years of experience, our board-certified accountants are dedicated to providing top-notch services to individuals and small businesses in the state. We prioritize honesty and integrity, resulting in long-term relationships with our clients. At T-Accounts LLC, we offer tax planning services to help businesses establish a solid financial foundation. Our team will assist you in keeping accurate records and guide you through the tax preparation process. We also help with federal and state forms, ensuring that you have all the necessary documentation to file your taxes correctly.
taxforce llc
Taxforce LLC is a reputable tax consulting firm located at 144 North Jefferson Street in Milwaukee, Wisconsin. With a team of experienced tax professionals, we provide expert guidance and assistance with a wide range of tax-related issues. Whether you are an individual or a business owner, our services are tailored to meet your specific needs and help you navigate the complex world of taxation. Trust Taxforce LLC to provide reliable and efficient tax solutions to help you achieve your financial goals.
Rice Terrence CPA
Rice Terrence CPA is a reputable accounting and finance institution located at 342 North Water Street in Milwaukee, Wisconsin, United States. With a team of experienced and knowledgeable Certified Public Accountants, Rice Terrence CPA offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Clients can trust Rice Terrence CPA to provide accurate and reliable financial advice to help them achieve their goals and make informed decisions. The institution is committed to providing top-notch service and personalized attention to each client, ensuring their financial success.
Hilker & Associates
Hilker & Associates is a leading accounting and finance firm located at 1320 North Jackson Street in Milwaukee, Wisconsin. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the United States. Our expertise includes tax preparation, financial planning, auditing, and consulting. Trust Hilker & Associates to help you navigate the complexities of the financial world and achieve your financial goals.
M L Tharps & Associates
M.L. Tharps & Associates, located at 1845 North Farwell Avenue in Milwaukee, Wisconsin, is a reputable accounting and finance institution that has been serving the community since 1983. The firm offers a wide range of services including Accounting, Auditing, Fiscal Agent, and Management Consulting. With a team of experienced professionals, M.L. Tharps & Associates is equipped to address the financial needs and challenges faced by businesses in today's market. Additionally, the institution provides convenient online tools for employees, such as Online Time Clock, Approval, and Pay Advice. Employees can access these tools through the following links: Time Clock (Employee): https://timeclock.redwingsoftware.com and Pay Advice (Employee): https://payadvices.redwingsoftware.com.
Sequence Inc. Forensic Accounting
Sequence Inc. Forensic Accounting, located in Milwaukee, Wisconsin, is a specialized institution offering exceptional results in fraud investigations and complex litigation. Led by Tracy Coenen, the firm focuses solely on forensic accounting services, including uncovering hidden assets, investigating fraud, and untangling intricate financial scenarios. With a commitment to independence, Sequence Inc. provides unbiased analysis and consultation throughout all stages of the litigation process, from investigation to settlement or trial. The firm's extensive experience in forensic accounting allows them to approach cases with a comprehensive understanding of both the big picture and the finer details.
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