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Milwaukee Family Financial Services

Browse these family financial services with great ratings from Thumbtack customers in Milwaukee.

Farrow & Associates LLC
4.9
from 10 reviews
  • 2 hires on Thumbtack
Jim V.
Verified review

Scott has been doing my personal taxes for a long time. His service is diligent, personable, and does not end on April 15th. He has expanded my personal financial portfolio with mutual funds and stocks.

  • 3 years in business
  • 3 hires on Thumbtack
About

We stand out by only working with small businesses, farms and start-ups. The owner has over ten years of experience as an IRS agent and 20 years as a business consultant. If you need a tax accountant or a business consultant, we are the best.

Ready Financial Coaching
5.0
from 1 review
  • 1 year in business
Sara D.
Verified review

Kayla is attentive, understanding, and is not pushy like many financial coaches. With her help, I have finally been able to work my way out of debt and not feel consumed by my money.

Joshua B.
Verified review

Tim Demuth and his team at the Lighthouse group are some of the most professional and trustworthy people I have worked with. Being a CPA, I want to be able to trust whoever is handling my investments. I wouldn't go to anyone else for my financial needs. I refer all of my friends and family to them, as well as any tax clients.

  • 6 years in business
Dan P.
Verified review

Mr. Mayton helped me emensly with my financial life. Through his help I feel not only save and secure in my investments but also extremely optimistic about where I will be fiscally in the future. I would highly recommend Mr. Mayton to anyone who is looking to improve there financials through both short and long term investments. Nothing but a positive experience for me and my family.

Eugene R.
Verified review

Helped us understand our finances, create a budget and plan for retirement. Did a great job - learned a lot about personal finances!!

  • 18 years in business
About

Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We'll meet with you to learn your individual needs, so we can develop a strategy to help you achieve your long-term financial goals. Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies, instead of the latest investment fads. Join the nearly 7 million investors who know. As an Edward Jones financial advisor, I specialize in a variety of financial services, including IRAs (Roth and traditional), mutual funds, 401k, 401k rollovers, 403b, 457b, thrift savings plans, term life insurance, and more. Located in Hales Corners, I serve Hales Corners, Greenfield, Greendale, Franklin, and West Allis, WI. Please contact me today to help develop an investment strategy that makes sense for you.

About

We are serving Watertow, WI and the outlying areas. Greg Schroeder of Schroeder Financial Services, LLC is offering the following serves: - Investing - Retirement Planning - Financial Planning - Estate Planning - Wealth Management - Insurance Planning

About

Serving Greenfield, WI and outlying areas, Carla Zevnik-Seufzer of ClearStep Financial is offering the following services but not limited to; insurance, annuities, financial planning, retirement planning and Insurance planning.

About

Serving Spring Grove, IL, and the outlying areas, Jeff Batt of McHenry Financial is offering the following services, but not limited to, retirement income, investment, college planning, estate planning, business planning and life insurance.

About

Mohip Financial Solutions has more than a decade of experience providing high quality Accounting & Personal Finance solutions. We offer competitive prices, educational tools & resources and excellent customer service.

About

Trust Financial Coaching provides professional coaching services for those who want to take back control of their money and reach their goals. Coaching is effective and affordable, and you only pay for the time you need. The best part? No sales pitch because there is no product to sell.

  • 17 years in business
  • 1 hire on Thumbtack
About

Prosperity Life & Financial Solutions offers real solutions that you can trust. In today's society trust is everything. We offer affordable tax preparation fees when either you just don't have the time to do your taxes, don't know how to do your taxes, or just looking to get the maximum refund back. We offer tax preparation for individuals and businesses.

About

Insurance, Annuities .

About

Midwest Advantage Insurance & Financial Services is a one stop shop for all of your financial needs. We provide auto, home, life, and business insurance as well as tax preparation and business and succession planning.

About

I am a financial professional providing services and products assisting individuals with their financial planning needs.

About

Alamo Insurance & Financial Service provides quality insurance of auto, commercial, property, health, life, and contractors. When you're in need of quality insurance, you need to look no further than Alamo Insurance. Call, or stop in to get a great quote for your insurance needs.

About

Serving Milwaukee, WI and outlying areas, Michael Jungen of Jungen Co. Financial Advisers is offering the following services: * Business planning * Retirement planning * Education planning * Investment planning * Estate conservation * Risk management * Insurance needs Our primary role as financial advisers is to create financial plans that help our clients lead better and more rewarding lives and to help foster their economic well-being.

About

I can assist you in planning your financial future so that one day you may retire and have enough money to still enjoy life. I help individuals, families, and business owners plan for their financial security with insurance, investment, and banking products. This is done by defining their financial goals and creating a strategy that will work through all stages of their lives.

About

I perform various financial services. Additional misc talents include personal shopping, Internet research, and customer service.

  • 4 years in business
About

I am a senior financial analyst with 20 years of experience in presentation development, financial analysis, pricing, cost benefit analysis, expense management, budget planning, business case and statistical analysis in various industries. My work experience includes Coca Cola, Northwestern Mutual, Medical College of Wisconsin, Tampa General Hospital, Metavante and Strong Funds.

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