Pierce R.
4/2/2022
Great service, reliable and conservative folk. LGB! Was referred to these guys from a friend, lived up to the reputation and feel in good hands with my investments.
Annex Wealth Management
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12700 W Bluemound Rd Ste 200
Elm Grove, WI 53122
Annex Wealth Management located in Elm Grove WI is a health insurance company dedicated to providing comprehensive coverage and personalized financial planning services. With a focus on client education and transparency they aim to help individuals and families navigate their health insurance options effectively. Their experienced team is committed to delivering tailored solutions that meet the unique needs of each client ensuring peace of mind and financial security.
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Reviews
3.07 reviewsTa K.
10/7/2023
Well I just received my September summary report and once again looked at $9,000+ loss for the month. Thats 18 months in a row of losses. If Annex is a fiduciary how is losing retirement money...
Jennifer P.
1/9/2024
Much like the other reviewers, my investments significantly underperformed the market over the past year and a half. My investments that are (were) actively managed at Annex are up 6.5% while if I...
Isabel P.
9/19/2019
We've been working with Annex for years and are very happy with them. They're responsive to any questions or requests we have, and give us lots of ways to connect that don't require an office...
Mark H.
11/12/2022
Their tagline is "know the difference" with an investment team approach using tactical allocation. These are fancy words for nothing more than market timing. Paying a team of individuals making...
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