Prime Financial Group

McCarthy Grittinger Financial Group (MG Financial Group) is a trusted independent financial planning and investment advisory firm based in Milwaukee, Wisconsin. With over 25 years of experience, they offer comprehensive services in financial planning, tax analysis, and investment management to individuals and families. Their fee-only approach and proven financial planning approach have helped them manage over $350 million in client assets, providing tailored solutions and integrated decisions for financial success. As a leading provider of investment advisory and financial planning services, McCarthy Grittinger Financial Group is dedicated to helping clients navigate life's transitions and manage financial anxiety. Their team of experts leverages their extensive knowledge and expertise to craft better financial options and deliver personalized solutions that encompass all aspects of finances. With a commitment to client satisfaction and a focus on long-term success, McCarthy Grittinger Financial Group is a trusted partner for individuals and families seeking sound financial advice and guidance.Generated from the website

Prudential Financial is one of the largest financial services institutions in the world and provides a range of services to individuals and institutional customers worldwide. The company offers services throughout the United States, Asia, Europe and Latin America. Prudential Financial provides asset management, relocation, real estate brokerage franchise, retail securities brokerage, banking and trust, and pension and retirement-related services. The company also offers insurance, securities and employment solutions through a global network of financial advisers and investment professionals. In addition, it provides financial products that include retirement planning and estate preservation calculators and life insurance estimators. Prudential Financial has been operational for more than 125 years and maintains a location in Milwaukee.

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.