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James D. Cantrell

CFP®

President 3.35 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Wauwatosa, Wisconsin and the surrounding communities.

Financial Strategies, Inc.

13555 Bishops Ct, Ste 340
Brookfield, WI 53005-6224
(262) 821-1664

William R. Sommers

CFP®

Financial Advisor 3.35 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Wauwatosa, Wisconsin and the surrounding communities.

Ameriprise Financial Services, LLC

13890 Bishops Dr, Ste 200
Brookfield, WI 53005-6611
(877) 304-1949
(262) 797-8828 x235

Tim A. Konicke

CFP®

3.62 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Wauwatosa, Wisconsin and the surrounding communities.

Review Services Inc.

13255 W Bluemound Rd, Ste 205
Brookfield, WI 53005
(262) 784-9690

Brittany Falkner

CFP®, EA

4.23 Miles

Specialties: Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Wauwatosa, Wisconsin and the surrounding communities.

Boardwalk Financial Strategies LLC.

128 Cottonwood Ave
Hartland, WI 53029-2015
(414) 858-7817
CONNECT WITH Brittany
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Brian Leben

CFP®

2.93 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Wauwatosa, Wisconsin and the surrounding communities.

Midwest Wealth Solutions LLC

19575 Janacek Ct, 19575 Janacek Ct
Brookfield, WI 53045-7101
(414) 777-0700

Jonathan D. Wylie

CFP®

Financial Advisor 4.47 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Financial Advisor serving Wauwatosa, Wisconsin and the surrounding communities.

BCU Wealth Advisors, LLC

1558 N Thompson Rd
Sun Prairie, WI 53590-6117
(414) 795-9122
CONNECT WITH Jonathan
  • linkedin link

Cindy Fischer

CFP®

Financial Advisor 3.35 Miles

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning,...More

Commission and Fee Financial Advisor serving Wauwatosa, Wisconsin and the surrounding communities.

Storm Fischer Investment Group

16655 W Wisconsin Ave, Ste 105
Brookfield, WI 53005
(262) 796-8400
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