Robert W Baird & Co

Stifel's Mequon South financial advisors in Mequon, WI prioritize personalized service, emphasizing face-to-face interactions to tailor financial strategies to individual needs. With a focus on understanding clients' unique financial objectives, Stifel aims to develop long-term solutions that align with their goals and aspirations. Generated from their website's infomation

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Since 1971 Baird Investment Management (BIM) has been managing client assets. BIM consists of a team of 9 investment professionals who, at March 31, 2006, managed approximately $5.3 billion in assets in customized portfolios, inclusive-fee programs and mutual funds. BIM's investment philosophy emphasizes in-depth research to uncover high-quality growth securities for long-term investment. BIM is an investment advisory and portfolio management entity that draws upon comprehensive research sources to assist portfolio managers and analysts in the investment decision-making process.