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Best Wisconsin Financial Advisors

Finding a financial advisor can be a daunting task. With so many options available, it’s crucial to know what to look for to ensure you find the best fit for your financial needs. Wisconsin boasts a plethora of top-notch financial advisors ready to help you navigate the complexities of personal finance, investment strategies, retirement planning, and more. This article will delve into some of the best financial advisors in Wisconsin, drawing from Yelp reviews and providing detailed information to help you make an informed decision.

What to Look for in a Financial Advisor

When searching for a financial advisor, there are several key factors to consider to ensure you select the right professional for your financial goals. First and foremost, look for credentials and certifications. Advisors with CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) designations have undergone rigorous training and adhere to high ethical standards. Additionally, consider the advisor’s experience and areas of expertise; for example, if you’re planning for retirement, finding an advisor specializing in retirement planning is essential.

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Contact Information:

  • Name: [Financial Advisor Name]
  • Location: [City, WI]
  • Phone: [Phone Number]
  • Website: [Website URL]
  • Social Media: [Facebook, LinkedIn]
Financial Advisor Location Phone Website Social Media
[Name] [City] [Phone] [URL] [Handles]

Furthermore, it’s important to understand the advisor’s fee structure. Some advisors charge a flat fee, while others work on a commission basis or a percentage of assets under management. Transparency in fees is crucial to avoid unexpected costs down the line. Personal rapport and trust are also vital; you’ll be sharing sensitive financial information, so feeling comfortable with your advisor is paramount. Yelp reviews can provide valuable insights into an advisor’s reputation and client satisfaction.

Consider asking for references or testimonials from current clients to get a better sense of the advisor’s performance and client relations. Finally, check if the advisor is a fiduciary, meaning they are legally required to act in your best interest. This designation can provide additional peace of mind that your financial well-being is their top priority.

Top-Rated Wisconsin Financial Advisors

1. Johnson Financial Group

Johnson Financial Group is a well-respected financial advisory firm based in Wisconsin, known for its comprehensive financial planning services. According to Yelp reviews, clients appreciate their personalized approach and the wide range of services offered, including retirement planning, investment management, and estate planning. The advisors at Johnson Financial Group are highly credentialed and have a wealth of experience in the financial industry.

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Contact Information:

Financial Advisor Location Phone Website Social Media
Johnson Financial Group Racine (262) 619-2790 johnsonfinancialgroup.com Facebook, LinkedIn

Yelp reviewers highlight the firm’s commitment to understanding each client’s unique financial situation and goals. They praise the advisors’ ability to explain complex financial concepts in an understandable manner, which helps clients feel confident in their financial decisions. Johnson Financial Group’s comprehensive approach ensures that all aspects of a client’s financial life are addressed, from budgeting and saving to investing and planning for the future.

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The advisors are known for their proactive communication, keeping clients informed about market changes and how they may impact their financial plans. Clients also appreciate the firm’s dedication to ethical practices and transparency in fees. With a strong focus on building long-term relationships, Johnson Financial Group has established itself as a trusted partner for many Wisconsin residents.

2. Annex Wealth Management

Annex Wealth Management, located in Elm Grove, WI, is another top-rated financial advisory firm that has garnered excellent reviews on Yelp. Clients commend the firm’s holistic approach to financial planning and investment management. The advisors at Annex Wealth Management are well-versed in various financial disciplines, ensuring that clients receive well-rounded and informed advice.

Contact Information:

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Financial Advisor Location Phone Website Social Media
Annex Wealth Management Elm Grove (262) 786-6363 annexwealth.com Facebook, LinkedIn

Yelp reviews highlight the firm’s emphasis on education, with advisors taking the time to ensure clients understand their financial plans and the reasoning behind investment strategies. This educational approach empowers clients to make informed decisions and feel more in control of their financial future. Reviewers also appreciate the firm’s commitment to transparency and ethical practices, which helps build trust and confidence.

Annex Wealth Management offers a wide range of services, including retirement planning, estate planning, tax planning, and investment management. This comprehensive service offering ensures that clients’ diverse financial needs are met under one roof. The firm’s advisors are praised for their responsiveness and dedication to client success, providing timely updates and proactive advice.

3. Financial Service Group, Inc.

Financial Service Group, Inc., based in Racine, WI, is known for its client-centric approach and comprehensive financial planning services. Yelp reviewers consistently praise the firm’s ability to tailor financial plans to each client’s unique needs and goals. The advisors at Financial Service Group are highly credentialed, with many holding CFP and CFA designations.

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Contact Information:

Financial Advisor Location Phone Website Social Media
Financial Service Group, Inc. Racine (262) 554-4500 toyourwealth.com Facebook, LinkedIn

Reviewers highlight the firm’s commitment to building long-term relationships with clients. Advisors take the time to get to know clients personally, which helps them develop tailored financial plans that align with clients’ values and goals. This personalized approach is a key factor in the firm’s high client satisfaction ratings.

Clients also appreciate the firm’s proactive communication and transparency in fees. Financial Service Group’s advisors are known for their ability to explain complex financial concepts in an accessible manner, helping clients feel more confident in their financial decisions. The firm’s comprehensive service offering includes retirement planning, investment management, tax planning, and estate planning, ensuring that all aspects of clients’ financial lives are addressed.

4. Fortress Planning Group

Fortress Planning Group, located in Milwaukee, WI, is a highly regarded financial advisory firm known for its expertise in comprehensive financial planning and investment management. Yelp reviews consistently praise the firm’s knowledgeable advisors and their commitment to client success. The advisors at Fortress Planning Group hold prestigious designations such as CFP and CFA, ensuring clients receive top-notch advice.

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Contact Information:

Financial Advisor Location Phone Website Social Media
Fortress Planning Group Milwaukee (414) 255-0387 fortressplanninggroup.com Facebook, LinkedIn

Yelp reviewers highlight the firm’s holistic approach to financial planning. Advisors at Fortress Planning Group take the time to understand each client’s unique financial situation and goals, developing tailored plans that address all aspects of their financial lives. This comprehensive approach ensures clients receive well-rounded and informed advice.

Clients also praise the firm’s proactive communication and dedication to transparency. Advisors provide regular updates and are always available to answer questions, helping clients feel confident and informed about their financial decisions. The firm’s commitment to ethical practices and client success has earned it a strong reputation among Wisconsin residents.

5. Northstar Financial Planning

Northstar Financial Planning, based in Mequon, WI, is known for its personalized approach to financial planning and investment management. Yelp reviews consistently highlight the firm’s knowledgeable advisors and their dedication to helping clients achieve their financial goals. The advisors at Northstar Financial Planning hold prestigious designations such as CFP and CFA, ensuring clients receive high-quality advice.

Contact Information:

Financial Advisor Location Phone Website Social Media
Northstar Financial Planning Mequon (262) 241-2885 northstarfp.com Facebook, LinkedIn

Yelp reviewers commend the firm’s commitment to building long-term relationships with clients. Advisors take the time to get to know clients personally, developing tailored financial plans that align with their values and goals. This personalized approach is a key factor in the firm’s high client satisfaction ratings.

Clients also appreciate the firm’s proactive communication and transparency in fees. Northstar Financial Planning’s advisors are known for their ability to explain complex financial concepts in an accessible manner, helping clients feel more confident in their financial decisions. The firm’s comprehensive service offering includes retirement planning, investment management, tax planning, and estate planning, ensuring that all aspects of clients’ financial lives are addressed.

6. SVA Wealth Management

SVA Wealth Management, located in Madison, WI, is a highly regarded financial advisory firm known for its expertise in comprehensive financial planning and investment management. Yelp reviews consistently praise the firm’s knowledgeable advisors and their commitment to client success. The advisors at SVA Wealth Management hold prestigious designations such as CFP and CFA, ensuring clients receive top-notch advice.

Contact Information:

Financial Advisor Location Phone Website Social Media
SVA Wealth Management Madison (608) 831-8181 svawealth.com Facebook, LinkedIn

Yelp reviewers highlight the firm’s holistic approach to financial planning. Advisors at SVA Wealth Management take the time to understand each client’s unique financial situation and goals, developing tailored plans that address all aspects of their financial lives. This comprehensive approach ensures clients receive well-rounded and informed advice.

Clients also praise the firm’s proactive communication and dedication to transparency. Advisors provide regular updates and are always available to answer questions, helping clients feel confident and informed about their financial decisions. The firm’s commitment to ethical practices and client success has earned it a strong reputation among Wisconsin residents.

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Credentials to Look for in a Financial Advisor

Choosing a financial advisor with the right credentials is crucial to ensure you receive high-quality advice and service. Two of the most respected credentials in the financial advisory industry are the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. Advisors with these credentials have undergone extensive training and adhere to strict ethical standards, ensuring they provide knowledgeable and trustworthy advice.

Contact Information:

  • Name: [Financial Advisor Name]
  • Location: [City, WI]
  • Phone: [Phone Number]
  • Website: [Website URL]
  • Social Media: [Facebook, LinkedIn]
Financial Advisor Location Phone Website Social Media
[Name] [City] [Phone] [URL] [Handles]

The CFP designation requires advisors to complete a rigorous educational program, pass a comprehensive exam, and have several years of relevant work experience. CFP professionals must also adhere to a code of ethics and complete continuing education requirements to maintain their certification. This ensures they stay up-to-date with the latest financial planning strategies and regulations.

The CFA designation is awarded to investment professionals who have completed a challenging series of exams covering topics such as ethics, economics, portfolio management, and securities analysis. CFAs must also have relevant work experience and adhere to a code of ethics. This credential is highly regarded in the investment management industry and indicates a deep understanding of financial markets and investment strategies.

In addition to CFP and CFA designations, other credentials to look for include the Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) designations. CPAs are experts in tax planning and accounting, while PFS professionals have additional training in personal financial planning. These credentials can be particularly valuable if you need specialized advice in tax planning or accounting.

When evaluating a financial advisor’s credentials, it’s also important to consider their experience and areas of expertise. Look for advisors who have experience working with clients in similar financial situations or who specialize in areas relevant to your financial goals, such as retirement planning, estate planning, or investment management.

Finally, consider whether the advisor is a fiduciary. Fiduciaries are legally required to act in your best interest, providing an additional layer of trust and assurance that your financial well-being is their top priority. This designation can provide peace of mind that your advisor is committed to helping you achieve your financial goals.

Conclusion

Selecting the right financial advisor is a crucial step in achieving your financial goals. By considering credentials, experience, fee structure, and client reviews, you can find a trustworthy advisor who aligns with your needs and values. Wisconsin is home to many top-rated financial advisors, each offering unique services and expertise to help you navigate your financial journey.

Contact Information:

  • Name: [Financial Advisor Name]
  • Location: [City, WI]
  • Phone: [Phone Number]
  • Website: [Website URL]
  • Social Media: [Facebook, LinkedIn]
Financial Advisor Location Phone Website Social Media
[Name] [City] [Phone] [URL] [Handles]

In this article, we’ve highlighted some of the best financial advisors in Wisconsin based on Yelp reviews and detailed information about their services and credentials. Whether you’re looking for comprehensive financial planning, investment management, or specialized advice, these advisors are well-equipped to help you achieve your financial goals.

Remember to do your due diligence, ask questions, and ensure you feel comfortable with your chosen advisor. Building a long-term relationship with a trusted financial advisor can provide invaluable support and guidance as you work towards a secure and prosperous financial future.

By prioritizing credentials, experience, and client satisfaction, you can confidently select a financial advisor who will act in your best interest and help you navigate the complexities of personal finance.

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