Legacy planning services in Milwaukee, Wisconsin
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Fricker Law | Probate Attorney Milwaukee
Fricker Law is a reputable law firm specializing in probate law in Milwaukee. Located at 11601 West North Avenue in Wauwatosa, Wisconsin, their experienced probate attorneys provide expert legal services to clients in need of assistance with estate planning, wills, trusts, and probate administration. With a commitment to personalized service and attention to detail, Fricker Law is dedicated to helping individuals navigate the complex legal process of probate with ease and efficiency. Contact them today for professional guidance and support in managing your estate affairs.
Wisconsin Estate Planning Attorneys
Wisconsin Estate Planning Attorneys is a trusted law firm located at 933 North Mayfair Road in Milwaukee, Wisconsin. Our team of experienced lawyers specializes in helping individuals and families create comprehensive estate plans to protect their assets and ensure their wishes are carried out. Whether you need help with drafting a will, establishing a trust, or navigating the probate process, our dedicated attorneys are here to provide personalized guidance and expert advice. Contact us today to schedule a consultation and start planning for the future.
Bara Legacies, LLC
Bara Legacies, LLC is an insurance agency located at 7620 West Center Street in Milwaukee, Wisconsin. We specialize in providing personalized insurance solutions to protect and secure the legacies of our clients. Our experienced team is dedicated to helping individuals and families navigate the complexities of insurance coverage to ensure peace of mind and financial stability for the future. Contact us today to learn more about our services and how we can help you safeguard your legacy.
Krause Estate Planning & Elder Law Center
Krause Estate Planning & Elder Law Center, located in Brookfield, Wisconsin, is a compassionate and responsive law firm with additional offices in Madison and Oregon. Specializing in estate planning and elder law matters, our experienced legal professionals are dedicated to providing personalized services to help clients create strong plans to support their families in times of need. Our team will guide you through the entire legal process, ensuring that your estate plan is complete and properly executed. We understand the complexities of estate planning and aim to alleviate the burden from your shoulders so you can focus on your future and legacy.
RBC Wealth Management Branch - Milwaukee
RBC Wealth Management Branch in Milwaukee is a premier financial institution located at 1000 North Water Street in the heart of downtown Milwaukee, Wisconsin. Our dedicated team of financial professionals provides personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our experienced advisors are here to guide you every step of the way. With a commitment to excellence and a focus on building long-term relationships, RBC Wealth Management Branch in Milwaukee is your trusted partner in financial success.
Johnson Legacy Apartments
Johnson Legacy Apartments is a premier residential community located at 2434 West Wells Street in Milwaukee, Wisconsin. Our apartments offer modern amenities and spacious layouts, perfect for individuals and families looking for a comfortable and convenient place to call home. With a prime location in the heart of Milwaukee, residents can enjoy easy access to shopping, dining, and entertainment options. Whether you're looking for a one-bedroom apartment or a larger unit, Johnson Legacy Apartments has a variety of floor plans to suit your needs. Experience luxury living at its finest at Johnson Legacy Apartments.
Family Business Legacy Institute
The Family Business Legacy Institute, located at 1250 West Wisconsin Avenue in Milwaukee, Wisconsin, is a renowned institution dedicated to supporting and preserving family-owned businesses for future generations. With a focus on providing resources, education, and networking opportunities, the institute helps families navigate the complexities of succession planning, governance, and leadership development. Through workshops, seminars, and consultations, the Family Business Legacy Institute empowers families to build a strong foundation and ensure the continued success of their businesses for years to come.
Legacy Transit
Legacy Transit is a service-conscious transportation company located at 3260 North 95th Street in Milwaukee, Wisconsin. Our team at Legacy Transit LLC is dedicated to delivering outstanding results for our customers while also maintaining a safe and positive workplace for our employees. In an ever-evolving transportation industry, Legacy Transit strives to stay technologically ahead of our competitors, encourage forward-thinking, and always prioritize the needs of our customers. We are committed to providing efficient and reliable transportation services to meet the diverse needs of our clients.
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.
UBS Retirement Plan Consulting - Milwaukee - UBS Financial Services Inc.
UBS Retirement Plan Consulting in Milwaukee, a branch of UBS Financial Services Inc., is a leading financial institution located at 17335 Golf Parkway in Brookfield, Wisconsin. Specializing in retirement planning and consulting services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals for retirement. With a focus on personalized solutions and comprehensive advice, we strive to provide our clients with the tools and resources they need to secure their financial future. Visit us today to learn more about how UBS Retirement Plan Consulting can help you plan for a comfortable and secure retirement.
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.
Churchill Management Group - Milwaukee
Churchill Management Group in Milwaukee is a reputable finance institution located at 11414 West Park Place in the heart of Wisconsin. With a strong focus on providing top-notch financial services, they offer expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment management, financial planning, or retirement services, the experienced team at Churchill Management Group is dedicated to helping you secure a stable financial future. Visit their office in Milwaukee today to learn more about their services and how they can help you take control of your finances.
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Investment Services, LLC is a reputable financial institution located at 720 East Wisconsin Avenue in Milwaukee, Wisconsin, United States. Specializing in investment services, they offer a wide range of financial products and services to help individuals and businesses achieve their financial goals. With a strong reputation for reliability and expertise in the finance industry, Northwestern Mutual Investment Services, LLC is a trusted partner for those looking to grow and protect their wealth.
Lawton Retirement Plan Consultants, LLC
Lawton Retirement Plan Consultants, LLC is a finance institution located at 342 North Water Street in Milwaukee, Wisconsin, United States. We specialize in providing expert retirement planning services for individuals and businesses alike. Our team of experienced consultants is dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking to start a retirement plan, optimize your current plan, or navigate the complexities of retirement planning, we are here to help. Contact us today to learn more about how we can assist you in planning for a secure and comfortable retirement.
Northwestern Mutual Investment Services, LLC: Richard B Leff, ChFCÂ , CASLÂ , CLUÂ
Northwestern Mutual Investment Services, LLC: Richard B Leff, ChFC, CASL, CLU is a finance institution located at 720 East Wisconsin Avenue in Milwaukee, Wisconsin, United States. With a focus on providing personalized financial planning and investment services, Richard B Leff and his team are dedicated to helping clients achieve their financial goals. As a Chartered Financial Consultant (ChFC), Chartered Advisor for Senior Living (CASL), and Chartered Life Underwriter (CLU), Richard B Leff brings a high level of expertise and professionalism to his practice. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Northwestern Mutual Investment Services, LLC is committed to helping you secure a strong financial future.
The Milwaukee Company
The Milwaukee Company is a finance institution located at 414 North Main Street in Thiensville, Wisconsin, United States. With a focus on providing personalized financial services, The Milwaukee Company offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to delivering top-notch service and expert advice to clients, ensuring that their financial needs are met with precision and care. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, The Milwaukee Company is committed to helping you navigate the complexities of the financial world with confidence and ease.
Walny Legal Group LLC
Walny Legal Group LLC is a leading law firm located at 250 East Wisconsin Avenue in Milwaukee, Wisconsin, United States. Specializing in estate planning, disability and aging law, mediation, business succession planning, probate and trust administration, and litigation, our team of experienced attorneys is committed to providing exceptional legal services tailored to meet your specific needs. Our small but mighty firm prides itself on delivering top-notch expertise with a personalized touch, ensuring a seamless and stress-free experience for every client. Whether you are looking to plan for the future, resolve conflicts, or secure your legacy, Walny Legal Group is here to guide you every step of the way. Contact us for a consultation and experience the difference of having a dedicated and compassionate legal team by your side.
Estabrook Beer Garden
Estabrook Beer Garden, located at 4600 Estabrook Parkway in Milwaukee, Wisconsin, is America's first public beer garden since Prohibition. The institution offers half-price beer and wine from noon to 4pm, Monday to Friday, and is now cashless, accepting all major credit cards. Inspired by Milwaukee's brewing legacy and modeled after beer gardens in Munich, Germany, Estabrook Beer Garden is a place for people to come together, enjoy nature, great beer, and make new friends. Situated on the banks of the Milwaukee River, the beer garden overlooks a waterfall and can be accessed by foot, bicycle, automobile, kayak, or canoe. Estabrook Park offers various amenities such as trails, playgrounds, a disc golf course, dog park, soccer fields, and a riverwalk.
Collins Law Firm, LLC
Collins Law Firm, LLC is a reputable law firm located in Wauwatosa, Wisconsin, serving the Milwaukee area. Specializing in estate planning, elder law, and business services, Collins Law Firm is dedicated to helping individuals and businesses protect their loved ones, assets, and legacy for the future. With a team of experienced professionals, Collins Law Firm works closely with clients to tailor personalized estate planning solutions based on their values and goals. From creating wills and trusts to setting up business succession plans, Collins Law Firm offers a variety of services to meet the needs of their clients at any stage of life. Whether you are a young adult or preparing for retirement, it’s never too early to start planning for the future. With a focus on providing efficient and effective legal services, Collins Law Firm is committed to helping families and businesses secure their legacy and ensure their affairs are in order. Contact Collins Law Firm, LLC today to learn more about their estate planning packages and how they can help you protect your loved ones and assets for generations to come.
Multicultural Entrepreneurial Institute
The Multicultural Entrepreneurial Institute, located in Milwaukee, Wisconsin, is dedicated to helping entrepreneurs achieve their business goals through culturally relevant education, bilingual consulting, and technical assistance in areas such as digital marketing, business development, and financial management. Founded by innovative entrepreneur Nelson Soler, the institute offers services including marketing research, branding, financial analysis, taxation strategies, and back-office support. With thousands of successful enterprises formed with his guidance, Soler's expertise has been recognized nationally and locally, earning him prestigious awards in entrepreneurship and community leadership. The institute also offers training in finance, accounting, and entrepreneurship, with a focus on fostering economic wealth creation for all individuals. Operating Monday through Saturday, the Multicultural Entrepreneurial Institute is a valuable resource for those looking to turn their entrepreneurial dreams into reality.
Collins Law Firm, LLC
Collins Law Firm, LLC is a reputable law firm located in Pewaukee, Wisconsin, serving the Milwaukee area. With a focus on estate planning and elder law, Collins Law Firm is dedicated to helping individuals and businesses protect their loved ones and assets for the future. The firm works closely with clients to understand their values and goals, providing tailored solutions to meet their unique needs. Whether you are looking to create a will, establish a trust, or plan for incapacity, Collins Law Firm offers a variety of estate planning packages to suit your needs. The firm also specializes in Medicaid planning, retirement benefits, and business succession planning, ensuring that your legacy is protected and passed on efficiently to the next generation.
Logan Kassner - Insurance Advising & Risk Management
Logan Kassner - Insurance Advising & Risk Management is a leading insurance agency located at 777 North Jefferson Street in Milwaukee, Wisconsin. Our team of experienced advisors specializes in providing personalized insurance solutions and expert risk management strategies to protect our clients' assets and financial well-being. Whether you're looking for coverage for your home, auto, business, or life, we are here to help you navigate the complex world of insurance and find the best policies to meet your needs. Trust Logan Kassner for reliable advice, exceptional customer service, and peace of mind knowing that your future is in good hands.
Scherrer Construction Co, Inc
Scherrer Construction Co, Inc, located at 601 Black Hawk Drive in Burlington, Wisconsin, has been a trusted general contractor since 1928. Specializing in construction management and custom solutions, we offer services for educational, commercial, industrial, municipal, and luxury residential projects across Wisconsin. With a legacy of quality and satisfaction, our team of experienced professionals is dedicated to delivering top-notch workmanship and exceptional customer service. We have built strong partnerships with businesses, schools, and municipalities throughout Wisconsin, and offer an empowering environment for employees to grow and excel. Serving cities such as Madison, Milwaukee, Green Bay, and more, Scherrer Construction is committed to transforming visions into exquisite custom homes and providing unparalleled living experiences. Visit us at the WASBO Spring Conference to learn more about our services.
Heritage Law Office
Heritage Law Office is a reputable legal institution located at 757 North Broadway in Milwaukee, Wisconsin, United States. Specializing in various aspects of law, the dedicated team of lawyers at Heritage Law Office is committed to providing top-notch legal services to clients in need of expert guidance and representation. With a focus on preserving and protecting clients' heritage, the firm offers personalized legal solutions tailored to each individual's unique needs and circumstances. Trust Heritage Law Office to handle your legal matters with professionalism, integrity, and efficiency.
The Wolf Group - Merrill Lynch
The Wolf Group - Merrill Lynch is a finance institution located at 833 East Michigan Street, Milwaukee, Wisconsin, United States. At The Wolf Group, our team is dedicated to helping you achieve financial freedom through personalized service and care. We focus on the four pillars of Health, Wealth, Purpose, and Community to help clients optimize their lives. Our wealth management process includes professional investment management, wealth planning, cash flow optimization, and more. We offer personalized investment strategies and financial solutions tailored to your unique needs and goals. Our team is committed to building strong client relationships based on trust and personalized service. Let us help you achieve your financial goals and live your best financial life.
The DDK Group at Baird
The DDK Group at Baird is a renowned financial institution located at 777 East Wisconsin Avenue in Milwaukee, Wisconsin, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, wealth planning, and retirement planning. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses looking to secure their financial future. Visit The DDK Group at Baird today to see how they can help you achieve your financial goals.
Roell Capital Management LLC
Roell Capital Management LLC is a leading finance institution located at 330 East Kilbourn Avenue in Milwaukee, Wisconsin, United States. With a strong focus on investment management and financial planning, Roell Capital Management LLC is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced professionals provides personalized guidance and strategic advice to individuals and businesses, ensuring that each client receives tailored solutions to meet their unique needs. Trust Roell Capital Management LLC to provide expert financial services and support every step of the way.
WFA Asset Management Corporation
WFA Asset Management Corporation, located at 633 East Henry Clay Street in Milwaukee, Wisconsin, is a trusted finance institution specializing in helping homeowners leverage their home equity for various financial goals. Our team of fee-only investment and retirement advisors is dedicated to providing unbiased advice tailored to your unique financial situation. From budgeting and investing tips to managing rental properties, we offer expert insights to help you achieve financial success. With a focus on building a financial legacy for you and future generations, we provide personalized asset management services to help you navigate life's challenges and market volatility. Our commitment to ongoing education ensures that our clients receive the best possible advice for their individual needs, whether it's diversifying a portfolio or managing inherited wealth.
Private Wealth Management | U.S. Bank
Private Wealth Management at U.S. Bank, located at 777 East Wisconsin Avenue in Milwaukee, Wisconsin, is dedicated to helping individuals and families achieve their financial goals. Our team has extensive experience working with a diverse range of clients, including business owners, attorneys, accountants, and retirees. We provide personalized advice and support to help you plan for your future and create the legacy you envision. In addition to our wealth management services, U.S. Bank is committed to giving back to the community. We have provided millions of dollars in charitable donations and volunteer hours to organizations such as the Greater Milwaukee Foundation, American Heart Association, and United Performing Arts Fund.
The Tax Center
The Tax Center, located at 4824 West Forest Home Avenue in Milwaukee, Wisconsin, is a trusted institution specializing in accounting and finance services. We offer bookkeeping, payroll, and tax services for small business owners, helping them understand, organize, and systemize their finances to achieve success without financial stress. Our team takes care of all the paperwork, payroll, and taxes so that our clients can focus on what they do best and enjoy the life they deserve. We provide accurate tracking and analysis of financial records to help clients make better business decisions and improve profitability. Partnering with us and utilizing the power of Gusto makes payroll processing easy, fast, and accurate. We also assist with federal and state tax preparations, ensuring that deductions are managed effectively year-round.
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