Local WI Financial Advisors

  • The Epstein Calvelli Group

    777 E Wisconsin Ave

    Milwaukee, WI 53202

    P. (414) 298-5124

    We are an ensemble organization of experienced financial professionals representing Lincoln Financial Advisors Corp.(LFA). The Resource Group members are located throughout the United States, including Alaska, Hawaii and the Commonwealth of Puerto Rico. W

     
  • JAMES COTTURONE JR Financial Advisor

    815 N. Water Street

    Milwaukee, WI 53202

    P. (414) 347-3525

    I aim to provide sound financial advice and value-added service -- always striving to build long-term relationships based on mutual trust and respect. I am dedicated to understanding your unique life circumstances and providing comprehensive financial adv

     
  • Holland Financial Services LLC

    207 E. Buffalo Street Suite 501

    Milwaukee, WI 53202

    P. (800) 961-4310

    F.Gregory Holland,RFC?, Founding Principal of Holland Financial Services, LLC has been active in the financial industry for 30 years. Mr. Holland serves as Managing Partner of the firm and is responsible for client contact, compliance, and regulator

     
  • The Capital Group at Lincoln Financial Advisors

    406 Science Drive Suite 100

    Madison, WI 53711

    P. (608) 268-5100

    The core of the financial services we deliver is anchored in a philosophy that without a concrete and transparent financial plan in place most successful individuals will not achieve their maximum potential over the course of a lifet

     
  • HGMR Investment Management Private Wealth Management

    One South Pinckney St Suite 600

    Madison, WI 53703

    P. (608) 252-5780

    David A. Hackworthy - Managing Director - Portfolio Manager David started his career in the financial services industry in 1985 as a research analyst and portfolio manager for a large regional trust department. He joined Baird's Investment Management Ser

     
  • GOLDSTEIN & ASSOCIATES

    2009 W Beltline Hwy

    Madison, WI 53713

    P. (608) 831-3230

    My Philosophy I\'ve been helping people reach their goals for 18 years. Our team takes a unique and collaborative approach to financial planning called Dream> Plan> Track> ?. It starts with your dreams supported by a strategic plan that covers your ne