Freedom Wealth Alliance

After years of corporate life traveling the world, Nick Ignatowski, CFP® established Planners Financial Group, LLC in 2005. This change allowed for more time with his family, as well as providing the opportunity for him to better serve the individual needs of his clients in a more personal setting. Six months later, Nick officially registered the finance firm with the state of Wisconsin. In 2011, Michael Taylor, CFP® (now retired) partnered with Nick and together, they created the firm’s brand. Nick’s Polish heritage inspired our Polish logo. The “PW” initials “Pomscimy Wawer”, evolved into the Kotwica (Polish for “Anchor”) emblem during World War II, and represented Poland’s struggle to regain independence.

Welcome to Merrill Lynch in Mequon, WI. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

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.