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Finance Advising reviews in Waukesha

  • C
    Annex Wealth Management LLC
    Annex has had some major changes within the last year and I would caution people to really check into the model they are using for investments and the support systems they have in place, as opposed to the larger firms. Our advisor and many others recently left because they did not believe in the ownership and the new direction this firm is going. We investigated claims on both sides very thoroughly (and we were told by both sides we asked more questions than any of their clients), and decided to move our investments over with the new firm because we believe they have a better model, support structure and many more investment options, as well as lower fees.
    - David S.
  • A
    Christine M King Ameriprise
    We were looking for someone for 10 years, and everyone I took my husband to, he would turn down. She is the only one he approved of.  She is an expert in the industry. She is knowledgeable about all the products out there. She oversees all of our investments and understands the risk in certain issues and how we need to position ourselves so we can reach our goals. She is very conscientious.
    - Chris K.
  • A
    TRANSAMERICA FINANCIAL ADVISORS (FORMERLY WFG/WGS/
    Rhiannon, the planner, did a terrific job of working up our financial needs.
    - GERALD J.
  • A
    UBS PAINE WEBBER
    THEY'RE FINE.
    - LAURALEE W.
  • A
    ROBERT W BAIRD & CO INC
    HE WILL COME TO YOUR HOUSE!
    - DENNIS & THERESA L.
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Financial Advisors in Waukesha

Companies below are listed in alphabetical order.

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