The 30 Best Wisconsin estate planning in Oconomowoc, Wisconsin

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First Wisconsin Financial is a comprehensive financial institution located at 110 North Main Street in Oconomowoc, Wisconsin. Specializing in finance, insurance, and real estate services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you're looking to secure a loan, protect your assets with insurance, or invest in real estate, First Wisconsin Financial is here to provide personalized solutions tailored to your needs. Visit us today to experience the difference our expertise and commitment can make in your financial success.

Financial Matters is a leading finance institution located on Tamarack Drive in Oconomowoc, Wisconsin, United States. We specialize in providing expert financial advice and solutions to individuals and businesses looking to manage their money effectively. Our team of experienced professionals are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, retirement planning, or budgeting, Financial Matters is here to guide you every step of the way. Trust us to handle all your financial matters with care and expertise.

Riverplace Apartments is a premier real estate agency located at 1211 West Wisconsin Avenue in Oconomowoc, Wisconsin. Our luxurious apartments offer stunning views of the river and provide residents with a peaceful and serene living environment. With top-notch amenities and spacious floor plans, Riverplace Apartments is the perfect place to call home. Experience modern and convenient living at its finest at Riverplace Apartments.

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.

The Law Office of John A. Caucutt is a reputable legal practice located at 105 East Wisconsin Avenue in Oconomowoc, Wisconsin. Specializing in various areas of law, including but not limited to personal injury, family law, and estate planning, Attorney John A. Caucutt provides expert legal representation and guidance to clients throughout the United States. With a commitment to excellence and a dedication to achieving the best possible outcomes for his clients, John A. Caucutt is a trusted advocate in the legal community. Contact the Law Office of John A. Caucutt today for professional and personalized legal assistance.

Schober Schober & Mitchell: Schober Thomas is a prestigious law firm located at 1227 Corporate Center Drive in Oconomowoc, Wisconsin. With a team of experienced and dedicated lawyers, Schober Thomas specializes in providing top-notch legal services to clients in various practice areas. Whether you need assistance with business law, estate planning, real estate transactions, or litigation, Schober Thomas is committed to delivering exceptional representation and achieving favorable outcomes for their clients. Contact Schober Schober & Mitchell: Schober Thomas today for expert legal advice and representation.

Gebhard Law Office is a reputable law firm located at 2364 Forest Run in Oconomowoc, Wisconsin, United States. Specializing in various legal services, the experienced lawyers at Gebhard Law Office are dedicated to providing personalized and professional representation for their clients. Whether you are in need of assistance with family law, estate planning, or business law matters, Gebhard Law Office is committed to achieving the best possible outcome for your case. Trustworthy, knowledgeable, and client-focused, Gebhard Law Office is your go-to destination for all your legal needs.

Herro Chapman & Herro is a reputable law firm located at 156 East Wisconsin Avenue in Oconomowoc, Wisconsin. With a team of experienced and dedicated lawyers, they specialize in providing legal services in a variety of practice areas including personal injury, family law, estate planning, and more. Clients can trust Herro Chapman & Herro to provide expert guidance and representation in their legal matters.

Nuckels Law is a reputable legal institution located at 137 South Cross Street in Oconomowoc, Wisconsin, United States. With a team of experienced and knowledgeable attorneys, Nuckels Law specializes in providing expert legal advice and representation in a variety of practice areas including family law, estate planning, real estate law, and business law. Clients can trust Nuckels Law to provide personalized and effective legal solutions to meet their individual needs. With a commitment to excellence and a dedication to achieving the best possible outcomes for their clients, Nuckels Law is a trusted choice for legal representation in the Oconomowoc area.

Legacy Private Trust Company is a prestigious institution located at 35303 Pabst Road in Oconomowoc, Wisconsin, United States. Established in 2004 by a team of investment and trust professionals, Legacy is renowned for its commitment to client service and placing the interests of clients above all else. The talented and credentialed professionals at Legacy strive to build enduring relationships with clients and their families. With a focus on financial management, estate planning, and trust services, Legacy offers a range of services to meet the diverse needs of clients. The institution has multiple office locations in Wisconsin, including in Neenah, Madison, and Wausau. The dedicated team at Legacy, led by experienced professionals like Vice President Marta O'Brien and Vice President Laurene Brooks, ensures that clients receive personalized and expert financial advice. From trust support services to tax and financial planning, Legacy's team members like Trinity Maurice, Sarah, Rita Braun, Kelly O'Shea, Barbara, Teresa, and Mary Jovanovich, go above and beyond to provide exceptional service. Legacy Private Trust Company is more than just a financial institution - it is a trusted partner in helping clients achieve their financial goals and secure their legacy for generations to come.

Reb Bortz Jr is a financial advisor at Ameriprise Financial Services, LLC, located at 121 Saint Paul Street in Oconomowoc, Wisconsin, United States. Reb Bortz Jr holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Reb Bortz Jr's expertise in various areas of finance, including asset management, estate planning, retirement planning, investment management, and more. As a financial advisor, Reb Bortz Jr is committed to helping clients make informed decisions and achieve their financial goals."

Navigation Wealth Management is a finance institution located at 820 Summit Avenue in Oconomowoc, Wisconsin, United States. We specialize in developing investment strategies tailored to your specific financial dream destination. Our Certified Financial Planner™ professionals understand the importance of confidence and trust in decision making, guiding you through the complex world of financial services with your goals in mind. We help individuals, families, and businesses navigate financial headwinds to reach their primary goals. Our holistic approach to financial planning involves breaking down and reviewing every financial facet of your life to create a strong, enduring strategy. Whether you're looking to protect your wealth, optimize cash flow, plan for retirement, or provide for loved ones, we are here to help.

Jessica E Mathias is a Financial Advisor at Ameriprise Financial Services, LLC located at 606 East Wisconsin Avenue, Oconomowoc, Wisconsin, United States. She holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Jessica specializes in asset management, estate planning, retirement planning, investment strategies, and insurance products for individuals, retirees, small business owners, and high net worth clients. She is dedicated to providing comprehensive financial planning services and upholding the highest ethical standards in the industry. Contact Jessica E Mathias today for expert financial advice tailored to your specific needs.

Patrick Christian Bortz is a financial advisor at Ameriprise Financial Services, LLC located at 121 Saint Paul Street in Oconomowoc, Wisconsin, United States. Patrick holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Patrick is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. With expertise in asset management, estate planning, investment strategies, retirement planning, and insurance products, Patrick is committed to helping clients achieve their financial goals and secure their financial future.

Paramount Financial Strategies - Ameriprise Financial Services, LLC is a reputable finance institution located at 121 Saint Paul Street, Oconomowoc, Wisconsin, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, our financial advisors are dedicated to helping clients achieve their financial goals. We offer personalized financial planning consultations, tailored to individual needs and objectives. Our advisors are registered to do business in specific U.S. states and adhere to strict regulations outlined by FINRA and SIPC. At Paramount Financial Strategies, we prioritize the privacy and security of our clients, offering an Online Security Guarantee and educating on email fraud prevention. Contact us today to schedule a consultation and learn more about how we can help you navigate the current financial landscape and plan for a secure future.