3 Best Financial Services in Milwaukee, WI

“Modern Woodmen, led by Jana Schoberg as the finance representative, focuses on creating value and positively impacting people's lives. Her mission is to assist clients in planning for the future, protecting their assets, and building financial security. She focuses on business and personal planning needs. Being a Financial Representative and helping her clients achieve their financial goals and objectives is extremely satisfying. She loves that she has the choice to specialize in her field and that she can get to know her clients. She values these relationships and finds it extremely fulfilling to see that she makes a difference and a positive impact on the lives of her clients. She and her team offer families financial security through life insurance, retirement planning, and financial services. They foster quality family life through member benefits and local fraternal activities and support community improvement through hometown volunteer projects that make an impact where their members live. 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.”

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“Simplicity Financial, LLC, founded by Jared Andreoli, is led by him as president. He is a Certified Financial Planner (CFP®) and a Certified Student Loan Planner. He graduated from Western Kentucky University with a finance major with a concentration in financial planning, and he spent six years working as a mutual fund administrator for a large company. While he learned a lot about the financial world, he was missing the personal connection of working with individual clients that he could not find in the corporate world. In 2017, he put his aspirations into action and established Simplicity Financial. Jared Andreoli and his team work to set a solid financial foundation, addressing different areas of their client’s financial life, including future goals and long-term financial plans. They utilize technologies to accommodate clients from all over the country. Client meetings are in-person, via telephone calls, or video conferences. Their clients have busy lives and hectic schedules, so they have developed a flexible schedule. They offer online consultations to their clients.”

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“Cove Financial Planning, LLC is a registered financial planning and investment management firm. Ben Smith is the founder and financial planner of the firm. He is also a Board Member of Wisconsin's Financial Planning Association (FPA). He and his team seek to eliminate financial conflicts of interest and do not earn commissions or other compensation from third parties. As an independent firm, they have no affiliations with product providers and are not incentivized to sell their clients anything or pressured to hit a sales quota. Adhering to the highest industry standard means they always put their client's best interests first because clients deserve unbiased advice. They sign a fiduciary oath with every client and have an ethical and legal obligation to do what's best for you. They offer a free 30-minute Initial Consultation. They offer services in Wisconsin, Illinois, and Minnesota.”

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