Brookfield, WI Financial Planner

Shannon is the best financial advisor in the Milwaukee area!

After my free introductory meeting I felt Rick was honest and smart. My business partners and I are working with him.

True professional.

An excellent financial advisor! Across the board he is responsive, receptive to my individual needs and his financial expertise has been invaluable through the years.

We talked and laugh played around etc?

I have been working with Rich for over 14 years. I see him as a man of great integrity who cares about his clients. I love the fact that he gives me personalized service. ... more

Great bank

I pulled all of my retirement out of TIAA-CREF several years ago and put it in Fidelity (only 2 choices for my universities). There was about $30k that could not come ou ... more

I worked with Ameriprise advisors from 2005 to 2007. They did an o.k. job for me, but the cost was fairly high for what they did. I have a small account (about $110k) and ... more

Once again I was informed by miss Conway of she doesn't control market very true but if the fund she has you in is under performing she reluctantly fight you to stay in t ... more

I would not advise using RBC for investment services. My personal experience was one where I was contacted constantly to buy and sell. I was told by a personal friend tha ... more

Excellent service from Barbara/Sara and the rest of the team at senior planning services. They went above and beyond to help my grandfather with his financial planning ne ... more