Connect with Top-Rated Financial Planners in Brookfield!

Prime Financial Services is an independent financial planning firm that blends a comfortable approach with forward-thinking and steadfast strategies so you can be confident in your future. The firm offers a wide range of services including retirement planning, estate planning, investment management, insurance planning, and tax planning, all designed to help clients achieve financial peace of mind.

CRG Financial Services, Inc. is a leading financial services company with over 25 years of combined customer service experience. We provide personalized financial planning, investment advice, and retirement planning services to help individuals achieve their financial goals. Our team of professionals work closely with clients to develop tailored investment strategies, balancing risk and reward in the market. With a strong commitment to ethics and integrity, we help clients navigate life's transitions and achieve their long-term financial goals.

Financial Strategies is a comprehensive financial planning firm that offers personalized, integrated, and advanced financial planning and investment management services to high net worth individuals and families. Our team of fee-only, fiduciary advisors helps clients achieve financial freedom by assessing their unique financial situation and creating a tailored plan that aligns with their goals and values. With over 25 years of experience, our certified financial planners provide expert guidance on retirement planning, investment management, tax planning, wealth transfer, insurance planning, and life changes.

Entasis Asset Management is an investment advisor providing personalized financial planning and investment management services to individuals and institutions. With a focus on low-cost, transparent, and effective solutions, we help our clients achieve their financial goals. Our services include financial planning, investment management, and research consulting.

Hundt Financial Services, Inc., exists to help people reach their stated financial objectives. This has been our mission for over forty nine years. We take each relationship and each client's objectives very seriously and are motivated by witnessing the joy experienced when clients make strides toward and then achieve their goals. Our clients become our friends and our friends often become our clients. Our financial services include interviewing, collecting data, drafting the plan, implementing the plan, and then lifelong monitoring of your financial affairs and progress. Clients are provided with a quarterly investment report and a follow-up phone call from our office. Office meetings with your planner are available at any time at no added cost to you.

BKM Wealth Management is a locally owned, independent, fee-only financial advisory practice in Brookfield, WI. We provide our unbiased advice and consultation without commissions or products to sell. We serve a select group of individuals, families and business owners helping them build, manage, protect, and transition their wealth. We would be honored to be a resource for you.