Jungen

For over 27 years, Jungen & Co. Financial Advisers has been dedicated to providing comprehensive financial planning and investment advice to individuals and closely held business owners in Milwaukee County and surrounding areas. Our history is built on a commitment to excellence, integrity, and a passion for helping our clients achieve their financial goals.

Our Founder and Principal, Michael J. Jungen

As a seasoned financial professional, Michael J. Jungen, CLU, CHFC, CFP, brings a wealth of knowledge and expertise to the table. With a degree in Business Administration from the University of Wisconsin-Milwaukee and certifications from the American College of Financial Services, Michael has developed a deep understanding of the complexities of financial planning.

Our Philosophy and Approach

At Jungen & Co. Financial Advisers, we take a holistic approach to financial planning. Our guiding principle is to provide customized guidance tailored to the unique needs and goals of each client. We believe that financial planning is not just about investments; it's about understanding the interconnectedness of all aspects of one's financial life.

Our Services

Our comprehensive services include:

• Investment Planning and Management
• Retirement Planning
• Estate Conservation and Estate Planning
• Insurance Planning and Protection
• Financial Planning and Strategy Development
• Tax Planning and Preparation

The Holistic Planning Process

Our founder, Michael J. Jungen, has developed a proprietary process that integrates investment management with financial planning, tax planning, and insurance planning. This comprehensive approach ensures that our clients' financial goals are aligned, and their financial futures are secure.

Useful Resources and Insights

Our website is designed to be a valuable resource, offering educational articles, calculators, and videos to help our clients make informed decisions about their financial futures. We also encourage you to explore our social media presence on LinkedIn, where we share industry insights and thought leadership.

Conclusion

At Jungen & Co. Financial Advisers, we're committed to providing exceptional service, expert guidance, and a collaborative approach to financial planning. We're honored to partner with our clients in achieving their financial goals and securing their financial futures.