Connect with Top-Rated Financial Planners in Milwaukee!

Eagle Eye Tax Services is a top-rated financial planning company serving Milwaukee neighbors for over 20 years. We provide quality tax service at reasonable prices while helping you plan for the results you deserve. Our team of licensed and experienced professionals offers bookkeeping services, financial advisor services, tax advisor services, and tax preparation services to individuals and businesses. We strive to make tax planning easy and manageable, with a focus on giving back to our community. With over 20 years of combined experience, our team is dedicated to resolving any tax problems permanently and providing exceptional customer service.

Simplicity Financial is a fee-only financial planning firm based in Milwaukee, WI, dedicated to providing comprehensive financial planning, investment management, and student loan services to physicians, fellows, and residents in Wisconsin and Chicago. Our team of experts works closely with clients to identify their financial goals and create personalized plans that align with their values, whether it's buying a house, paying off student loans, planning for retirement, or planning for a growing family.

Roell Capital Management is a financial planning firm that provides fee-based financial planning, investment advisory services, and risk management services to rising leaders, corporate executives, and business owners. They believe in building a deep relationship with their clients, taking them through a comprehensive financial planning process to help them achieve their financial goals. The company offers a range of services, including financial planning, wealth management, and insurance planning, and utilizes customized technology to provide a clear roadmap for their clients' financial futures.

Murphy Financial Services provides personalized service to each client. Since 1981, we have demonstrated our knowledge and expertise by providing a complete line of tax and accounting services for individuals and businesses. With our broad range of experience, we can customize our service to fit a client's specific situation. Our staff is dedicated to meet and exceed the needs of our clients. We strive to provide them with the pertinent information needed to make informed decisions. Our goal is to help them make the most effective use of their financial resources. We're also dedicated to Continuing Education, with our knowledge of the latest tax laws and financial regulations, clients can be assured they will receive the best professional care for all tax and accounting needs.

Water Street Financial provides comprehensive financial planning and portfolio management services to individuals, families, and businesses across the United States. Our experienced team creates customized investment strategies to help clients manage risk and invest for growth potential. We offer a range of services, including financial planning, investment management, college and estate planning, and insurance planning. Our goal is to deliver exceptional service and insight to our clients, helping them achieve their financial goals. We believe in building long-term relationships with our clients, founded on trust, expertise, and personalized attention.

Jungen & Co. Financial Advisers has been providing Financial Planning and Investment Advice to clients in Milwaukee County and surrounding areas for over 27 years. Our role and Jungen & Co. is to help foster a collaborative planning environment that creates the Focus that's needed while providing the Orchestration that is critical to success. By working to help you crystallize your objectives and prioritize your goals, we can create a better understanding of what's needed to increase the odds that your vision will become your reality. It all starts with you - your dreams and your goals. But we live in a complicated world with competing needs, wants and resources that will need to be managed. Our Holistic Planning Process TM will look at all your goals and resources concurrently, so that you can be confident that all these parts are working in harmony with one another.

Campbell Newman Asset Management is a 100% employee-owned boutique investment management firm serving institutional, intermediary, and private clients. The firm's core values include client focus, stewardship, transparency, integrity, and teamwork. With over 35 years of experience, Campbell Newman offers two strategies: Large Cap Dividend Growth and Small Cap Growth. These strategies feature high-quality, high-conviction portfolios and are backed by the firm's edge: Judgment backed by experience.

Hilltop Financial Advisors is a comprehensive, fee-only financial advisory firm that helps rising professionals and growing families in Milwaukee, WI and beyond achieve their financial goals. Our team of experts provides customized financial planning services, including comprehensive financial planning, student loan analysis, and more, to help clients live extraordinary lives. We focus on working with professionals and entrepreneurs in their 20s, 30s, and 40s, offering a single-point-of-contact model to reduce the stress and complexity of managing financial affairs. With a passion for helping people live their ideal lives, our team is dedicated to providing personalized guidance and support every step of the way.

Capital Investment Services of America, Inc. is an employee-owned Milwaukee-based investment advisor that serves high-net-worth individuals, trusts, businesses, and charitable organizations. We build custom-tailored investment portfolios to achieve our client's individual financial objectives.

Embius Tax and Financial Services provides comprehensive tax and financial services to individuals and businesses. Their team offers personalized, quality service in bookkeeping, business consulting, tax planning, and more. With a commitment to superior client service, Embius aims to help clients achieve financial success.

Korbitz Financial Planning is a fee-only financial planning firm that provides personalized financial planning, individual tax planning, and individual tax preparation services to individuals, couples, and families in Milwaukee and Wisconsin. Eric Korbitz, CPA, CFP, is the founder of the firm, and has over 25 years of experience in providing expert financial planning and tax services. With a focus on fee-only financial planning, Korbitz Financial Planning helps clients achieve their financial goals and objectives through customized financial plans.