Services in West Bend

COR Financial Group in West Bend provides comprehensive financial services. They help clients explore possibilities and answer questions with a positive and knowledgeable approach. This professional team assists with various financial queries, ensuring clients understand their options thoroughly. Located on East Washington Street, COR Financial Group is available Monday through Friday.

Stifel, a diversified global wealth management and investment banking company, serves individuals, institutions, and corporations. With a long-standing history dating back to 1890, the company offers a comprehensive range of financial solutions through its various subsidiaries. Visit their West Bend office on Water Street for personalized service and professional financial guidance.

Thrivent Lakefront Group provides financial guidance, assisting individuals with their retirement planning needs. Their team focuses on clear and concise communication, ensuring clients understand their financial strategies. The group is noted for its availability to answer questions and schedule appointments, prioritizing client accessibility and support. They aim to make complex financial concepts understandable. Building on a legacy of service, the Lakefront Group continues to offer dedicated support for long-term financial well-being. They strive to create lasting relationships with their clients.

Augustine Financial provides financial and investment guidance to help clients plan for their future. The team assists with a range of financial decisions, aiming to make the process clear and comfortable for individuals. Clients consistently report feeling more at ease and better prepared after consultations. The emphasis is on building strong financial foundations and navigating investment opportunities effectively. The dedicated staff at Augustine Financial is committed to offering supportive and helpful service for all client needs. They work to ensure a positive and productive experience for everyone.

Baird Private Wealth Management offers financial guidance and solutions from its location within the Summit Credit Union Building. The team is dedicated to helping clients navigate their financial journeys with expert advice. They provide a range of services designed to meet individual wealth management needs, ensuring personalized attention for each client. The office maintains regular business hours from Monday through Friday. Known for its community involvement, Baird Private Wealth Management has supported local initiatives, such as Big Brothers Big Sisters' Bowl for Kids' Sake.

Capitol Wealth Advisors in West Bend provides personalized financial guidance. They focus on understanding individual client needs to develop tailored wealth management strategies with a personal approach. Clients receive knowledgeable support for their financial planning goals and investment decisions. The team is dedicated to offering comprehensive support for long-term financial well-being.

R&R Wealth Management, LLC provides comprehensive financial planning and wealth management services. Their team of advisors assists clients in navigating various financial decisions to achieve their long-term goals. They specialize in developing personalized strategies for investments, retirement planning, and estate planning. The firm is dedicated to understanding each client's unique circumstances to offer tailored advice and solutions. R&R Wealth Management emphasizes building lasting relationships based on trust and clear communication. They strive to empower clients with the knowledge and tools necessary for sound financial stewardship.

Merit Financial Advisors offers comprehensive financial planning, investment management, and wealth management services to individuals and families. Their team of experienced advisors works closely with clients to understand their financial goals and develop personalized strategies. With a focus on long-term relationships, Merit Financial Advisors provides ongoing support and guidance, adapting plans as client needs evolve. They aim to empower clients to make informed financial decisions and achieve their aspirations. Located in West Bend, this office is part of a nationwide network committed to providing clear, actionable financial advice. They are dedicated to helping clients navigate the complexities of financial markets and planning for the future.

Falkowski Law Firm, LLC in West Bend offers legal services to assist with your planning needs. Clients consistently praise the team's ability to clarify complex legal terms. The firm is known for its thorough and responsive approach, ensuring clients feel confident in their legal arrangements. Andy and Joan are highlighted for their professionalism and helpfulness. Services focus on helping clients plan for the future and clearly communicate their wishes. The team respects clients' time and provides clear explanations.

Travis Surita is a dedicated financial advisor in West Bend, offering personalized guidance to help clients achieve their financial aspirations. He joined Edward Jones in 2008, bringing a wealth of experience and a commitment to understanding individual needs. Clients consistently praise Travis for his professionalism and genuine care. He prioritizes building strong relationships, ensuring that each financial strategy aligns with their unique goals. As a CFP and CRPC professional, Travis provides comprehensive financial advice, helping individuals navigate complex financial decisions with confidence and clarity.