Wfa Asset Management Corp

Closed

Call

Website

Milwaukee, WI 53217

+1 (414) 727-8181

https://www.wfa-asset.com

WFA Asset Management Corp is a Milwaukee-based, fee-only investment retirement advisory firm that is committed to helping clients achieve their financial goals. With a small-town feel and a team of CPAs and CERTIFIED FINANCIAL PLANNERS, they provide objective research and unbiased advice tailored to each client's investment and income tax situation. Whether navigating life-changing events or managing market volatility, WFA Asset Management Corp aims to help clients live a happy, comfortable life while creating a financial legacy for their loved ones.

With a focus on asset management for both current and future generations, WFA Asset Management Corp offers comprehensive financial planning services, including investment management, tax planning, divorce planning, insurance planning, retirement planning, and estate planning. Their commitment to clients extends through regular communication, analysis of regulatory matters, enhanced service offerings, and consolidated account information. By applying their philosophy on diversification and Modern Portfolio Theory, they aim to help clients weather market volatility and stay on course with their short-term plans and long-term goals.

Generated from the website

Own this business?

See a problem?

Asset Management For Professionals, Inc

Asset Management For Professionals, Inc. (AMP) is a Milwaukee-based investment management firm founded in 1994 by Dr. Jerome Mahalick, aimed at providing financial solutions primarily for medical and dental professionals. The firm employs a disciplined investment management process that combines rigorous research and analysis to achieve stable, consistent returns across varying market conditions. AMP's investment strategies include the Rising Dividend Strategy and The Income Generating Portfolio, developed to adapt to market environments while focusing on strong dividend-paying companies. The firm is led by a three-person investment team, including Dr. Mahalick, Gregory Mahalick, and James Breen, who collectively bring extensive experience in investment management and financial consulting. Generated from the website

Dean Hessler

Spending nearly three years as a U.S. Peace Corps volunteer, I lived the reality of what they call “the toughest job you’ll ever love.” Growing up with a brother born with Down syndrome further deepened my commitment to helping others. These experiences shaped my passion for service, and today, as a financial planner in Wisconsin, I have the privilege of hearing people’s stories and guiding them through life’s challenges. I truly couldn’t ask for a more fulfilling career.

Services, nec, nec, Financial consultant, Stock exchanges

General Capital Management

General Capital Group is a real estate development company based in Fox Point, WI, with an additional office in Northbrook, IL. With a strong focus on customer satisfaction, they strive to provide the best experience for their tenants, while also building long-term relationships with brokers and working collaboratively with municipalities. Their extensive experience in banking, finance, and law enables them to work with a wide range of financial partners, resulting in successful redevelopment projects and numerous awards for their residential developments. Committed to the well-being of their neighbors and the environment, General Capital Group prioritizes appearance, cleanliness, and quality around their properties. They value open communication, creativity, and trust in their collaborations with municipalities, aiming for unanimous plan commission and board approval. With a solid track record and a strong institutional approach, they have established themselves as a reputable and respected player in the real estate and business world.Generated from the website

United States›Wisconsin›Milwaukee›Wfa Asset Management Corp

Wfa Asset Management Corp

You might also like