Edward Jones - Financial Advisor: Jim Hauser

Casey Maki is a financial advisor based in Milwaukee, WI, offering personalized financial guidance to help clients achieve their financial goals. The firm emphasizes the importance of connecting with clients to address their needs and provide assistance in navigating financial decisions. Even when faced with challenges, such as broken links or missing information, Casey Maki remains dedicated to ensuring clients receive the support they require. The team encourages open communication to foster trust and clarity in the financial advisory process. Generated from the website

Thrivent is a financial advisory company based in Milwaukee, WI, offering personalized financial advice and solutions to help individuals achieve their goals and values. With a team of licensed professionals, Thrivent guides clients through a 3-step Financial Clarity Process, helping them discover their current situation, decide on actionable goals, and be guided forward with confidence. Through their Financial Planning Framework, Thrivent provides advice and guidance, including a review and analysis of a client's financial situation. They also offer Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is committed to helping clients protect themselves and their families from financial stress during times of change, allowing them to live out their life's story with peace of mind.Generated from the website