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Find Top-Rated Wauwatosa Financial Advisors

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Finance Advising reviews in Wauwatosa

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  • We have been clients for the past 15 years, and have always been pleased with their service. Their investment advice and portfolio mix is personalized to be aligned with our risk tolerance assessment. Our portfolio, designed for a moderate risk tolerance, has always out-performed the market. They are independent financial advisors who are not tied to any one product in terms of profit--their fees are based on a percent of the value of your portfolio. We have in person meetings about 2 - 3 times per year and we can email or phone anytime with questions. They keep a constant eye on your portfolio in case changes are needed. Financial advice is straight forward, includes the big picture, and is always carefully thought through. They take the time to talk through and educate about their recommendations in terms you can understand. Questions are encouraged and always answered promptly and without judgment as to how ignorant you may feel.
    - David M.
  • I gave Miles what my goals were as far as wanting to set a budget for myself and save money for the future, both long term and short term. He asked me lots of details about myself, my education, my family and overall background to make sure he really understood what I wanted. I was impressed with the detail he gave to me and the amount of time he spent really listening to me and making sure he fully understood what I wanted during our first visit. Then, I gave him some requested documents so he saw what I currently had and then he came up with an overall financial plan for me. He set me up with everything I need from day to day spending, to successfully retiring with enough savings to never have to worry about finances again.
    - KATHRYN M.
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Financial Advisors in Wauwatosa

Companies below are listed in alphabetical order.

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