Retirement living in Waukesha, WI
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Retirement Lifestyle Services
● OpenRetirement Lifestyle Services is a finance institution located at 2727 North University Drive in Waukesha, Wisconsin, United States. Our dedicated team of financial experts is committed to helping individuals plan for and enjoy their retirement years to the fullest. From investment management to retirement income planning, our services are tailored to meet the unique needs and goals of each client. Visit us today to learn more about how we can help you achieve the retirement lifestyle you desire.
2727 N University Dr UNIT 207, Waukesha, WI 53188, United States -
Brookfield Highlands
● OpenBrookfield Highlands is a premier senior living community located at 20900 George Hunt Circle in Waukesha, Wisconsin. Our beautifully landscaped grounds and welcoming atmosphere provide a peaceful and comfortable setting for our residents. We offer a range of care options including independent living, assisted living, and memory care, tailored to meet the individual needs of each resident. Our dedicated staff is committed to providing exceptional care and support to help residents live their best lives. With a variety of amenities and activities available, Brookfield Highlands is the perfect place for seniors to enjoy a vibrant and fulfilling lifestyle.
20900 George Hunt Cir, Waukesha, WI 53186, United States -
Merrill Lynch Financial Advisor Randy DiVito
● ClosedMerrill Lynch Financial Advisor Randy DiVito is a finance institution located at N19 W24400 Riverwood Drive, Waukesha, Wisconsin, United States. Randy DiVito specializes in managing wealth by creating personalized strategies tailored to individual financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Randy DiVito can help clients navigate changing market conditions and pursue their financial aspirations. Randy DiVito follows the Merrill tradition of community involvement, volunteering with local organizations. Through Merrill Personal Wealth Analysis™, clients can build a personalized plan focused on achieving their goals. Randy DiVito believes in understanding clients' priorities, whether it's planning for retirement, education expenses, or passing wealth to future generations. By utilizing the Investment Personality Assessment, Randy DiVito can customize financial approaches to align with clients' preferences. Regular check-ins ensure that financial plans adapt to changes in clients' lives and market conditions. Randy DiVito's mission is to help clients achieve their financial goals by designing and implementing personalized plans that manage risk and turn aspirations into reality. With a focus on building a one-on-one relationship, Randy DiVito works closely with clients to address their financial complexities and pursue their objectives. Through ongoing support and guidance, Randy DiVito helps clients stay on track towards financial success.
N19 W24400 Riverwood Dr Suite 300, Waukesha, WI 53188, United States -
Merrill Lynch Financial Advisor Kevin Shepard
● ClosedMerrill Lynch Financial Advisor Kevin Shepard, located at N19 W24400 Riverwood Drive in Waukesha, Wisconsin, is dedicated to building strong relationships with clients. With over 30 years of experience in finance, Kevin focuses on helping retirees implement personalized income strategies while balancing safety and growth. He also assists high net worth individuals in planning for retirement. Kevin holds the Certified Investment Management Analyst® (CIMA®) designation and is committed to providing product-neutral advisory services that align with clients' interests. With a focus on client service, retirement analysis, and income-generating strategies, Kevin offers a disciplined and flexible investment approach. His team at Merrill Lynch Wealth Management is dedicated to building trust and providing personalized service to help clients achieve their financial goals. Through personalized financial planning and investment strategies, Kevin aims to help clients navigate the complexities of their financial lives and pursue their long-term objectives.
N19 W24400 Riverwood Dr Suite 300, Waukesha, WI 53188, United States
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