Insurance and financial reviews in Waukesha, Wisconsin
11 results found
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Brandi Wein - State Farm Insurance Agent
Brandi Wein - State Farm Insurance Agent is a trusted insurance agency located at N27W23957 Paul Road in Pewaukee, Wisconsin. With over 15 years of experience as a State Farm Agent, Brandi is dedicated to serving the Pewaukee & Lake Country Community. She holds a B.S. in Business Marketing from UW Whitewater and views her role not as a salesperson, but as an educator. Brandi believes in personalizing coverage to meet the specific needs of each individual and family, ensuring they are protected when the unexpected happens. The agency offers a wide range of insurance products including Auto and Motorcycle Insurance, Home Insurance, Life Insurance, and Health Insurance. Brandi and her team also provide free quotes and comprehensive Financial Service Reviews. They are committed to providing a Remarkable Customer Experience and strive to be the first choice for insurance in the Pewaukee area.
Jennifer Scheler Agency LLC American Family Insurance
The Jennifer Scheler Agency LLC American Family Insurance is a trusted insurance agency located at 1425 Summit Avenue in Waukesha, Wisconsin. With a commitment to protecting families and individuals, they offer a wide range of insurance products including auto, home, life, and business insurance. Their dedicated team of agents provides personalized service and tailored insurance solutions to meet the unique needs of each client. Whether you are looking for coverage for your home, car, or business, you can rely on Jennifer Scheler Agency LLC American Family Insurance to provide you with peace of mind and financial security.
Victoria Sanchez-Klemp American Family Insurance
Victoria Sanchez-Klemp American Family Insurance is a reputable insurance agency located at 2312 North Grandview Boulevard in Waukesha, Wisconsin. Our dedicated team is committed to providing personalized insurance solutions to protect your family and assets. With a focus on customer service and tailored coverage options, we strive to give our clients peace of mind and financial security. Contact us today to learn more about our insurance offerings and how we can help you protect what matters most.
John Hillyer - State Farm Insurance Agent
John Hillyer - State Farm Insurance Agent is a reputable insurance agency located at 15855 West National Avenue in New Berlin, Wisconsin, United States. Established in 2003, our agency has been serving the community with personalized insurance coverage since 2013. Our team of experienced professionals is dedicated to helping clients find the right insurance plans for their autos, homes, life, health, and businesses. We take pride in providing exceptional customer service and ensuring that our clients are taking advantage of all available discounts. As a graduate of the University of Wisconsin – Milwaukee and a member of the local community, I understand the unique insurance needs of our area. We serve the surrounding communities of New Berlin, Muskego, Brookfield, Waukesha, Milwaukee, Elm Grove, and Big Bend. Our services include auto, home, renters, condo, life, motorcycle, boat, ATV, snowmobile, and business insurance.
Carl Zeutzius - State Farm Insurance Agent
Carl Zeutzius - State Farm Insurance Agent is a trusted insurance agency located at 135 Cottonwood Avenue in Hartland, Wisconsin. With over 50 years of experience as a State Farm Agent, Carl is dedicated to providing insurance solutions tailored to meet the needs of his policy holders. At Carl Zeutzius - State Farm Insurance Agent, we offer free quotes for a variety of insurance options, including Homeowners Insurance, Auto & Cycle Insurance, Boat Insurance, Renters Insurance, Life Insurance, and Business Insurance. Our office serves Waukesha County and the surrounding areas of Wisconsin.
Aegis Wealth Advisors, LLC
Aegis Wealth Advisors, LLC is a finance, health, and insurance agency located at 1208 Wisconsin 83, Hartland, Wisconsin, United States. Our mission is to provide families with objective and insightful guidance to optimize and protect their financial future. As a Fiduciary Financial Adviser, we uphold the highest legal standard of care, trust, and diligence for our clients, always putting their best interests first. Serving the greater Milwaukee and Waukesha area, we offer a more educational approach to achieving financial goals rather than a sales-focused one. Our website provides valuable information about our values and services, and we encourage you to take advantage of a thoughtful review of your retirement strategy at no cost or obligation. Please note that the information presented on our website is believed to be factual and up-to-date, but it should not be considered a complete analysis. Consult a professional adviser before implementing any strategies. Aegis Wealth Advisors LLC is not engaged in the practice of law or accounting. We are registered as an investment adviser with the state of Wisconsin and transact business only in states where properly registered or exempted. Investments involve risk, and there is no guarantee of profitability. Visit our website for more information and contact us for personalized guidance on your financial future.
Forensic Accounting Corp
Forensic Accounting Corp, located at 221 East Sunset Drive in Waukesha, Wisconsin, offers a comprehensive range of forensic accounting services to the legal and insurance industries. Specializing in identifying, preserving, and reporting on digital evidence and electronically stored information (ESI), our team of specialists is equipped to handle a variety of complex financial cases. In addition to our forensic accounting solutions, FAC's Waukesha office also provides litigation support for business disputes, shareholder and partner conflicts, and business income loss matters. With over 15 years of experience in the industry, our professionals bring a wealth of financial and investigative expertise to the table, ensuring that attorneys and clients receive top-notch service.
Nicole Mefferd - Thrivent
Nicole Mefferd - Thrivent is a financial institution located at 20935 Swenson Drive in Waukesha, Wisconsin, United States. Licensing for insurance products is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are advised to consult with their attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Paul Kwiecien - Thrivent
Paul Kwiecien - Thrivent is a finance institution located at 20935 Swenson Drive, Waukesha, Wisconsin, United States. This institution is licensed in multiple states including CO, FL, IL, MD, MI, MN, TX, WA, and WI. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about Thrivent's financial advisors and professional designations, visit their website or FINRA's Broker Check.
Brett Schaumberg - Thrivent
Brett Schaumberg - Thrivent is a finance institution located at 20935 Swenson Drive in Waukesha, Wisconsin, United States. Licensing for this institution is available through your State Insurance Department's website, as well as through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for these matters. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Brady Endl - Thrivent
Brady Endl - Thrivent is a finance institution located at 20935 Swenson Drive, Waukesha, Wisconsin, United States. Licensing is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser, member of FINRA and SIPC, and a subsidiary of Thrivent. Financial advisors and professionals provide insurance products, securities, and investment advisory services, with only individuals who are financial advisors credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about their financial advisors. For more information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations.
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