The Best Financial Services in Milwaukee

Handpicked Top 3 Financial Services in Milwaukee, Wisconsin. Our 50-Point Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!


777 East Wisconsin Avenue, Milwaukee, WI 53202

Since 1919

Private Wealth Management, Investment Banking, Asset Management, Private Equity, Institutional Equity Services, Equity Research, Public Finance, Fixed Income Sales & Trading

Serves in the United States, Europe & Asia

Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

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250 West Coventry Court, # 202, Milwaukee, WI 53217

Since 1992

Portfolio Management, Employee Benefits, College Savings, Investment, Insurance Planning & Retirement Planning

Offers Portfolio Management Services and Comprehensive Planning Services to Individuals & Families

By Appointment

Very clear and friendly service. They provide sound financial advice. Highly recommended.
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330 East Kilbourn Avenue, Suite 1277, Milwaukee, WI 53202

Since 2006

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

Meeting(s) with your CPA, Tax or Estate Planning Attorney all at no charge

Mon - Fri 8:00 am - 5:00 pm
Sat & Sun Closed

Brian Roell was very pleasant and easy to work with, he thoroughly investigated and got to the bottom of my question. Mystery solved! I find that Brian is dedicated to helping the client, and I would recommend him.
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