5 Best Financial Services in Milwaukee, WI

Best Financial Services in Milwaukee

Below is a list of the top and leading Financial Services in Milwaukee. To help you find the best Financial Services located near you in Milwaukee, we put together our own list based on this rating points list.

Milwaukee’s Best Financial Services:

The top rated Financial Services in Milwaukee, WI are:

  • Northwestern Mutual – has been an important component of Milwaukee since 1857
  • Johnson Financial Group – provides regular banking services as well as insurance
  • Morgan Stanley Financial Advisors – to earn the trust of individuals, families, and institutions
  • Planners Group – to assist you with all of your financial planning and investment needs
  • Rembert Financial Services, LLC – provide their clients with the greatest service, products, and insurance experience possible

Northwestern MutualFinancial Services in Milwaukee

Northwestern Mutual has been an important component of Milwaukee, Wisconsin since 1857. The Greater Milwaukee Office, currently directed by Steve H. Holter, has also had the good fortune of calling Milwaukee home since February of 1885, making it one of the company’s earliest Network Offices. They are committed to building long-term relationships with clients in order to help them achieve their personal, professional, and financial goals.

They use a personalized approach that results in customized recommendations, allowing clients to make decisions that are right for them and those who rely on them. Their version of financial planning combines the appropriate insurance and investment methods, allowing you to focus on the things that matter most, with the people who matter most.

Products/Services:

Financial Planning, Insurance Planning, Estate Planning, Insurance Services, Investments

LOCATION:

Address: 100 E Wisconsin Ave #2300, Milwaukee, WI 53202
Phone:
(414) 271-3242
Website:
www.northwesternmutual.com

REVIEWS:

“Fantastic life coaches and planners helped get me secure so I could buy a house!” – Joshua W.

Johnson Financial GroupTop Financial Services in Milwaukee

Johnson Financial Group is Wisconsin’s biggest privately held, family-owned financial services organization, delivering banking, wealth, and insurance solutions through Johnson Bank, Johnson Wealth, and Johnson Insurance. The $5 billion financial services firm provides regular banking services as well as insurance and a comprehensive range of trust, estate, and fiduciary services. The Samuel C. Johnson family is the primary owner of Johnson Financial Group. Helen Johnson-Leipold is the Chairman of Johnson Financial Group. Registered Investment Advisor and Non-Depository Location.

Products/Services:

Banking, Investment & Retirement, Insurance

LOCATION:

Address: 1310 Miller Park Way #300, West Milwaukee, WI 53214
Phone:
(414) 220-5080
Website:
www.johnsonfinancialgroup.com

REVIEWS:

“I’m a first-time homebuyer and I walked into those doors with zero knowledge and confidence. I assigned to Maria Perez and she is amazing. She explained everything to me and guided me through it all. She was awesome to work with. Today I am happy to say that I own my first home and I thank her very much!” – Yas R.

Morgan Stanley Financial AdvisorsFinancial Services Milwaukee

Morgan Stanley Financial Advisors have been using a customer-first mindset. As their advisers work to earn the trust of individuals, families, and institutions, they offer the resources and knowledge they need to improve and grow their client relationships. They are devoted to seeing each financial adviser thrive and expand their business, and they work as a team to ensure that they have the tools necessary to provide the quality of service that Morgan Stanley considers as one of its fundamental principles. Their advisers go above and above for their clients, and they are available to help at every step of the road.

Products/Services:

Retirement Planning, Traditional Investments. Alternative Investments, Insurance Services, Family Wealth Summary, Home Loan Solutions, Cash Management Solutions

LOCATION:

Address: 411 E Wisconsin Ave Suite 2200, Milwaukee, WI 53202
Phone:
(414) 226-3000
Website:
www.advisor.morganstanley.com

REVIEWS:

“We went with Rick Sturtevant and Dan Doyle. They have been responsive and have worked to make the most of our funds. Their financial guidance is worth it.” – Wendy K.

Planners GroupGood Financial Services in Milwaukee

Planners Group has a team of LPL financial planners whose experience complements one another to assist you with all of your financial planning and investment needs. They have the knowledge and experience to help you address your financial objectives, whether you are planning for retirement or are already retired. They consider your whole position when assisting you in setting financial goals. They develop a customized plan that allows you to be confident in your financial decisions. Their years of expertise have prepared them to help you navigate life’s transitions.

Products/Services:

Investment Strategy, Insurance Services, Retirement Planning, Tax Strategies

LOCATION:

Address: 10909 W Greenfield Ave #101, Milwaukee, WI 53214
Phone:
(414) 282-4000
Website:
www.plannersfinancialgroup.com

REVIEWS:

“The Group at Planners is top-notch. I have been with this team for 20+ years and always get solid advice. I highly recommend calling.” – Kevin M.

Rembert Financial Services, LLCOne of the best Financial Services in Milwaukee

Rembert Financial Services, LLC is to develop personal relationships with each of their clients while giving expert advice and the finest insurance to match their unique needs. They are committed to serving as your trusted advisor and partner in protecting your family, business, and employees. They take pride in tailoring insurance plans to the needs of the person, providing the finest coverage at competitive rates. Their top priority is to provide their clients with the greatest service, products, and insurance experience possible.

Products/Services:

Financial Services, Insurance Services

LOCATION:

Address: 4256 N 71st St, Milwaukee, WI 53216
Phone:
(414) 888-9694
Website:
www.rembertfinancialservices.com

REVIEWS:

“Tailors to personal needs will educate on different providers and will make sure your decision is something that brings that huge peace of mind for your family. Definitely recommend!” – Juan J.