Platinum Financial Solutions

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Glendale – open by appointment only – is here for you, serving the North Shore and surrounding areas of Milwaukee. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Visions Tax Solutions and Services, established in 2006 by LaTonya Jeffries, is a locally owned and operated business based in Brown Deer, WI. With over 40 years of combined industry experience, they proudly serve individuals, families, and businesses in the Milwaukee area, offering a comprehensive range of tax and bookkeeping services. The skilled team at Visions Tax is dedicated to providing superior customer service and expert assistance tailored to meet diverse tax needs. Their reasonably priced services include tax preparation, bookkeeping consultations, and business set-up and registration, ensuring clients receive knowledgeable support throughout the tax process. Generated from the website