Fitzgerald Clayton James & Kasten

SpecialtiesAn independent financial firm located just outside of Milwaukee in Mequon, WI, Wealth Partners Financial Services offers fiduciary services and fee-only financial planning using a personalized approach and process to help secure lifelong financial success. Planning services include: Retirement Financial Planning, Investment & Wealth Management, Estate Planning, and more.

Robertson Ryan & Associates is a prominent insurance agency offering a comprehensive range of insurance solutions tailored for businesses, individuals, and employee benefits programs. With a focus on client partnership, they develop creative and cost-effective insurance programs to protect their clients' greatest assets. With over 70,000 clients, Robertson Ryan provides guidance across an extensive array of services, including business and personal insurance, risk management, and financial services. Their unique model ensures that every agent owns their book of business, prioritizing exceptional client service and satisfaction. Generated from the website

Sitzberger & Company, based in Mequon, WI, is a leading full-service accounting practice known for its commitment to excellence and top-tier financial services. With a focus on providing responsive and insightful bookkeeping, tax, payroll, assurance, and advisory services, Sitzberger & Company caters to individuals, businesses, and government entities, helping clients develop effective strategies for growth and financial success. The team at Sitzberger & Company, under the brand name Lucida, invests in passionate talent and leading technology to deliver exceptional service, offering a personalized level of care that sets them apart in the industry. Clients praise the expertise, professionalism, and commitment to excellence exhibited by the experts at Sitzberger & Company, making them a standout choice for all financial needs.Generated from the website