Charter Investment Services Inc. 2300 N Mayfair Rd, Milwaukee, WI53226 Charter Investment Services offers financial, retirement and estate planning services. It specializes in…More custom-designed, professionally managed portfolios and can accommodate traditional strategies as well.
Guardian Investment Real Estate 9205 W Center St, Milwaukee, WI53222 Guardian Investment Real Estate is a full service real estate firm. The team here connects Wauwatosa residents with…More homes here and beyond. The focus is on residential selling, though GIRE does have commercial properties available.
Skylands Capital 1200 N Mayfair Rd, Milwaukee, WI53226 Skylands Capital offers financial services, including investment advisory and management services to private funds.…More Charles Paquelet formed the private investment management firm in 2004, acting as president and lead portfolio manager.
Nettworth Financial Group 1233 N Mayfair Rd, Milwaukee, WI53226 Nettworth Financial Group offers investment services. It offers seminars for workers or individual financial…More planning. This includes retirement planning and education planning.
Intrinsic Investors 1200 N Mayfair Rd, Milwaukee, WI53226 Intrinsic Investors offers financial services including portfolio construction, selling stocks at profit and undervalued…More stock investment. It has a proprietary quantitative valuation model that assists with its process.
Morgan Stanley Smith Barney 1200 N Mayfair Rd, Milwaukee, WI53226 MSSB advisors can help create personal investment strategies to meet retirement, education, wealth transfer and other…More financial needs. Morgan Stanley and Smith Barney have merged into one of the industry's premier global wealth management firms. Call Branch Manager Jeffery Smith to request an appointment to set up or review your portfolio.
Next Generation Wealth Management 10700 W Research Dr, Milwaukee, WI53226 Next Generation Wealth Management specializes in investment strategies. Its services include custom analysis,…More portfolio design and implementation. It also offers manager selection and consolidated reporting.
Bernadette Meagher Ameriprise Financial 933 N Mayfair Rd, Wauwatosa, WI53226 Bernadette Meagher specializes in retirement plans, investment planning, risk protection, and estate planning. Her…More services are also tailored to the needs of small businesses. She has licenses to practice in multiple states and is a certified member of the Financial Planning Association.
Wangard Partners 1200 N Mayfair Rd, Milwaukee, WI53226 Wangard Partners was founded in 1992 to provide innovative, full-service commercial real estate services. Its partners…More have extensive experience in investment brokerage, syndication, property and asset management. Its commitment to excellence ensures customers will be satisfied and successful in whatever ventures are undertaken through Wangard.
Equity Commercial Real Estate 10425 W North Ave, Milwaukee, WI53226 Located in the Fairview Building, Equity Commercial Real Estate specializes in commercial real estate, such as…More industrial, retail or investment real estate. Equity Commercial Real Estate also specializes in office, land development, and multi-family commercial properties.
Chase 7430 W State St, Milwaukee, WI53213 Chase is a leading global financial services firm with operations in more than 60 countries. The firm is a leader in…More investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity. The Wauwatosa branch is located on State Street at 74th Street is a full-service branch and offers a convenient drive-thru and a 24-hour ATM,
4A Homes 10520 W Bluemound Rd, Wauwatosa, WI53226 4A Homes is a property management service company. It performs services in residential property management, development,…More remodeling and investment. It holds various apartments, condos and homes for rent and sale. It is owned by P. Scott DeVos.
Dynamic Real Estate Company 1213 Glenview Ave, Milwaukee, WI53213 Dynamic Real Estate Company features a professional and knowledgeable staff who is there to help assit cusomters in…More buying, selling and leasing retail, industrial, office, land an investment properties.
Waterstone Bank 7500 W State St, Milwaukee, WI53213 Formally Wauwatosa Savings Bank, WaterStone Bank is clearly part of the community. Since 1921, its been proving both…More long- and short-term banking solutions to its costumers. WaterStone is a full-service bank, offering an array of investment and loan services. It also boasts a drive-up window and ATM.
Prime Financial Services offers a wide range of services from investment and financial planning to insurance and even…More college planning. It can also assist you with your taxes. Tax services include, relocation tax issues, individual tax preparation and planning, income, gift and estate tax returns, state and federal tax return preparation and business tax planning, start up and counsel.
Located on the intersection of Potter and Mayfair roads, to access its office, enter the door at the southwest corner of the building and go up the stairs to your left.