MODERN WOODMEN
2371 South 107th Street, Milwaukee, WI 53227 DIRECTIONS
Since 2008
Here’s The Deal:
Modern Woodmen is one of the financial planners of located in Milwaukee, WI. They can help you review your needs and plan for your financial future. Modern Woodmen of America is passionate about helping its members determine their financial goals. They create a plan based on their unique requirements work together. Modern Woodmen makes financial decisions in their members' best interest, and they can be confident in their ability to meet short. and long-term obligations. Each year, Modern Woodmen provides $20-$30 million and nearly one million volunteer hours for local community causes.
SPECIALTY:
Life Insurance, Retirement, 401K, Estate, Business and Saving for College Planning, Retirement Distribution, Annuities, Investments, Mutual Funds & Employee Benefits
TBR® Inspection Report:
BAIRD
777 East Wisconsin Avenue, Milwaukee, WI 53202 DIRECTIONS
Since 1919
Here’s The Deal:
'Baird' has been guided families, businesses, communities, and institutions toward their financial goals for a century. The firm specializes in retirement and estate planning. Baird has more than $145 billion in customer assets, and over 3,100 associates serve the requirements of the individual, corporate, institutional, and municipal clients. Baird is committed to employment policies and practices that provide equal employment opportunities at all times. The company has been one of the Fortune 100 best companies to work for since 2004 and is committed to policies and practices that provide equal employment opportunities at all times. They are a unique approach to planning is designed to help you achieve your vision and feel confident along the way. The firm provides their clients with a truly global and extensive network of resources.
SPECIALTY:
Investment Banking, Asset and Private Wealth Management, Private Equity, Institutional Equity Services, Equity Research, Debt Advisory, Charitable Giving, Public Finance, Education Funding, Tax and Insurance Planning, Fixed Income Sales, Business & Executive Services
TBR® Inspection Report:
ROELL CAPITAL MANAGEMENT LLC
330 East Kilbourn Avenue, Suite 1277, Milwaukee, WI 53202 DIRECTIONS
Since 2006
Here’s The Deal:
Primerica Financial Services was founded in 2006. Brian J. Roell is the owner and founder of Roell Capital Management, LLC. His community involvement is professional and personal, with memberships in the Financial Planning Association and the Wisconsin Club. His team gives a detailed overview of your current situation and suggests a personalized strategy for your financial security. The firm offers access to actively managed investment models comprised of protection selected by investment professionals. They consider the level of complexity and time commitment to create the initial plan when quoting a fee. They teach people how money works because they believe a solid financial knowledge foundation is the key to making healthy money choices.
SPECIALTY:
Life Insurance, Disability Income Insurance, Long-Term Care Insurance, Education Funding, Goal Funding, Charitable Giving, Estate Equalization, Wealth Preservation, Executive Compensation, Will Analysis, Social Security, Investment Planning, Estate Planning, Tax Management, Risk Management & Retirement Planning