2 advisors with offices in Wauwatosa. Credentials, fee structures, and minimums are disclosed on each listing.
Wauwatosa, Wisconsin
David Czarnecki is an investment advisory firm in Wauwatosa, Wisconsin. Services include Financial Planning. The office is open five days a week. It holds a 5-star rating from 9 Google reviews.
View detailsWauwatosa, Wisconsin
Her Purpose Finance LLC, based in Wauwatosa, Wisconsin, specializes in debt management and financial education services. Founded by Citeria Robinson, the firm offers a Financial Needs Analysis assessment covering budgeting, debt reduction strategies, insurance planning, retirement planning, education funding, and estate planning, along with educational programs including a seven-part financial literacy course and credit score education classes. The firm partners with World Financial Group and provides life insurance solutions through Robinson, an independent life insurance agent.
View detailsAdvisors serving Wauwatosa specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Wisconsin's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.