Ameriprise Financial

Prime Financial Services Prime Financial Services started in 1989 right here in the Milwaukee area. We love being a part of this community, and like you, know the value of hard work. From our start, we've remained an independent financial firm. It's because of this independence you can feel confident about all our recommendations. We'll never make a suggestion we don't believe is the best option for you. Our passion is to understand your story, your dreams, and work to achieve the financial future you envision. Our core values, to be hardworking and independent, goals-based and forward-thinking, confident and approachable, reliable and dedicated, drives us each and every day to serve you - our clients.

La Bri Group is an independent financial advisory firm based in Brookfield, Wisconsin, specializing in wealth management for entrepreneurial professionals and their families. With a focus on high-net-worth services and retirement plan consulting, they offer a proactive partnership, delivering individualized solutions and a broader perspective to help clients achieve financial independence with less overall portfolio risk. Combining traditional values with an innovative approach, La Bri Group utilizes alternative diversification methods to uncover intriguing investment opportunities while managing the risks inherent in business ownership. Their depth of analysis and design-first approach strive for unmatched results, making them a trusted choice for a selective set of individual and professional clients nationwide.Generated from the website

The experienced professionals at Freedom Wealth Alliance can help provide clarity to your financial objectives and direction toward your goals. Freedom Wealth Alliance is a multi-custodial firm offering clearing services through Charles Schwab and/or LPL Financial. Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Freedom Wealth Alliance, a registered investment advisor and separate entity from LPL Financial.