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1. Charles Schwab - East Town
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· 7 reviews
411 E Wisconsin Ave Ste 125, Milwaukee, WI 53202
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2. Annex Wealth Management - Elm Grove
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· 4 reviews
12700 W Blue Mound Rd #200, Elm Grove, WI 53122
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3. US Housing & Urban Dev Department - Westown
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· 2 reviews
310 W Wisconsin Ave, Milwaukee, WI 53203
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4. Fidelity Investments - Brookfield
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· 20 reviews
16020 W Blue Mound Rd, Brookfield, WI 53005
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Robin Seavers: My 401k plans have been with Fidelity since 2001! I like the free reviews they give to ensure you are on track. I've worked with a CFP to make financial moves that fit my situation of retiring soon. Options are explained, and you can determine how you want to work with them: they advise you, they can take the lead on managing your money, etc. I like how they explained options and choices and let me decide.
Judy B: I love the folks at Fidelity. Very responsive and super smart investment advisors. Great local office.
Dale La Mora: Meet with Sally Whitmore would highly recommend she was knowledgeable and walked us through everything if you need help with investing you would be wise to use her
Beverly Emmer: We have always had good results with Fidelity the best financial advisers
Thomas F.: Over the past couple of years, I've had multiple contacts with staff at this Fidelity office. Some have been by telephone and at least 2 have been in- person by appointment. I have nothing but positive things to say about my contacts with everyone at this Brookfield office. Today, I met with James by appointment to process a rollover from another national financial services company. He was able to complete everything I needed by telephone with an agent from the other company while I was in his office. James asked several questions of the other agent that I would never have considered asking on my own. I am very pleased with the service James provided. I was also introduced to Mike who seemed to be a very nice guy.
Kimberly Wellhausen: I was very impressed with Rae Ann in the Brookfield Wisconsin branch. She was knowledgeable and seemed to actually care.
Dan Scherbert: Went to this location twice. Lance was very helpful with my Inherited IRA I opened with them.
5. TD Ameritrade - Brookfield
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· 5 reviews
Brookfield Commons, 15375 W Blue Mound Rd, Brookfield, WI 53005
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6. Charles Schwab - Oak Creek
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· 5 reviews
7940 S 6th St #105, Oak Creek, WI 53154
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7. Charles Schwab - Brookfield
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· 8 reviews
17515 W Blue Mound Rd #100, Brookfield, WI 53045
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8. Charles Schwab - Village of Germantown
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· 2 reviews
W182N9606 Appleton Ave Suite 101, Germantown, WI 53022
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9. Dante Vogel - Thrivent Financial - West Allis
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· 1 reviews
10201 W Lincoln Ave #309, Milwaukee, WI 53227
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