Wauwatosa, WI14 Financial Advisors near you

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Wauwatosa Financial Advisors

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

  • 1 year in business
  • 1 hire on Thumbtack
About

Helping individuals and companies manage finances.

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.

  • New on Thumbtack
About

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

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.

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.

  • 5 years in business
  • New on Thumbtack
About

I can run a computer program to help individuals with tax preparation. After helping many others at a private firm, I can now assist others on my own.

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.

  • 8 years in business
  • New on Thumbtack
About

Most coaches want you to see where they have obtained their education, and the licenses they have; I want my clients to see that I have experienced and conquered many tests and trials in what I teach to them, share with them, and encourage them to stay away from. My work with my clients allows me to be transparent, but not so personal that we forget the tasks at hand. I am the coach that will hold my clients accountable so that they do not have to go through what I went through.

About

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

  • 6 years in business
  • New on Thumbtack
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.

  • 3 years in business
  • 3 hires on Thumbtack
Clayton F.
Verified review

Super helpful.

  • New on Thumbtack
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.

About

Insurance, Annuities .

About

We provide outstanding customer service for landlords,homeowners, property owners, who need help with managing their properties, work orders, collecting rent, ect..

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.

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