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      Investments in Menomonee Falls, WI

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      1. Edward Jones - Financial Advisor: Scott Freeze

      Edward Jones - Financial Advisor: Scott Freeze
      262-250-0262Call NowVisit Website
      Directions
      InvestmentsInvestment SecuritiesFinancial Services

      N94W17900 Appleton Ave Ste 102, Menomonee Falls, WI 53051

      From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

      3. City Life Investments

      City Life Investments
      262-293-6481Call Now
      Directions
      InvestmentsReal Estate Investing

      N78 Appleton Ave Ste 170, Menomonee Falls, WI 53051

      CLOSED NOW:

      4. M & I

      M & I
      262-255-4600Call NowVisit Website
      Directions
      InvestmentsBanks

      N82W15415 Appleton Ave, Menomonee Falls, WI 53051

      5. Wells Fargo Advisors

      Wells Fargo Advisors
      414-359-1400Call NowVisit Website
      Directions
      InvestmentsFinancial PlannersFinancial Planning Consultants

      100 Heritage Reserve, Menomonee Falls, WI 53051

      CLOSED NOW:

      From Business: Wells Fargo Advantage Funds is one of the 20 largest mutual fund companies in the United States. It provides a broad family of mutual funds for individuals and institutions in…

      6. Town Bank

      Town Bank
      262-251-3938Call NowVisit Website
      Directions
      InvestmentsMortgagesFinancial Services

      N72W13435 Jacob Ln, Menomonee Falls, WI 53051

      CLOSED NOW:9:00 am - 12:00 pm

      10. Wintrust Mortgage

      Wintrust Mortgage
      262-251-3938Call NowVisit Website
      Directions
      InvestmentsMortgagesFinancial Services

      N72W13435 Jacob Ln, Menomonee Falls, WI 53051

      CLOSED NOW:Closed

      11. Legacy Life Now

      Legacy Life Now
      262-345-5880Call Now
      Directions
      4.0
      4.0
      InvestmentsLife InsuranceRetirement Planning Services

      N48w14336 Hampton Rd Suite 104, Menomonee Falls, WI 53051

      CLOSED NOW:

      "I recently heard their commercial on local radio and followed up wanting more information on the possibility of selling my father's insurance policy. The folks at Legacy Life…"

      Amenities:
      Wheelchair accessible

      12. Gateway Associates

      Gateway Associates
      262-293-9912Call NowVisit Website
      Directions
      InvestmentsFinancial PlannersInvestment Advisory Service

      N96W17695 Riversbend Cir W Ste 104, Germantown, WI 53022

      CLOSED NOW:Closed

      From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Gateway Associates is committed to providing financial…

      13. Bryan Jansen - Thrivent

      Bryan Jansen - Thrivent
      262-293-9912Call NowVisit Website
      Directions
      InvestmentsFinancial PlannersInvestment Advisory Service

      N96W17695 Riversbend Cir W Ste 104, Germantown, WI 53022

      CLOSED NOW:Closed

      From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Bryan Jansen is committed to providing financial advice,…

      14. Ryan Becker - Thrivent

      Ryan Becker - Thrivent
      262-293-9912Call NowVisit Website
      Directions
      InvestmentsFinancial PlannersInvestment Advisory Service

      N96W17695 Riversbend Cir W Ste 104, Germantown, WI 53022

      CLOSED NOW:Closed

      From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Ryan Becker is committed to providing financial advice,…

      15. Fuhrmann, Haley

      Fuhrmann, Haley
      262-293-9912Call NowVisit Website
      Directions
      InvestmentsInvestment Advisory ServiceFinancial Planning Consultants

      N96W17695 Riversbend Cir W, Germantown, WI 53022

      CLOSED NOW:

      From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Haley Fuhrmann is committed to providing financial advice,…

      16. Alex Klaes-Thrivent

      Alex Klaes-Thrivent
      262-293-9912Call NowVisit Website
      Directions
      InvestmentsFinancial Planning Consultants

      N96W17695 Riversbend Cir W, Germantown, WI 53022

      CLOSED NOW:

      From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Alex Klaes is committed to providing financial advice,…

      17. Nolan Rux - Thrivent

      Nolan Rux - Thrivent
      262-293-9912Call NowVisit Website
      Directions
      InvestmentsInvestment Advisory ServiceFinancial Planners

      N96W17695 Riversbend Cir W, Germantown, WI 53022

      CLOSED NOW:Closed

      From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Nolan Rux is committed to providing financial advice,…

      18. Williams, Stephen

      Williams, Stephen
      630-294-5149Call NowVisit Website
      Directions
      InvestmentsInvestment Advisory ServiceFinancial Planning Consultants

      N96W17695 Riversbend Cir W, Germantown, WI 53022

      CLOSED NOW:

      From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Stephen Williams is committed to providing financial advice,…

      21. Colonial Group Metals LLC

      Colonial Group Metals LLC
      833-390-5856Call Now
      InvestmentsGold, Silver & Platinum Buyers & DealersFinancial Services

      Serving the Menomonee Falls Area

      CLOSED NOW:Closed

      From Business: When your IRA, 401(k), TSP, or other savings accounts only holds cash, stocks, and bonds, your financial future is exposed to inflation, economic uncertainty, and geopolitical…

      22. Northwestern Mutual

      Northwestern Mutual
      262-255-3707Call NowVisit Website
      Directions
      Investment SecuritiesFinancial Planning ConsultantsInsurance

      W156n11345 Pilgrim Rd, Germantown, WI 53022

      CLOSED NOW:Closed

      From Business: With network representatives in more than 300 offices in the United States, The Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm…

      YP
      168 Years
      in Business

      24. Mudgett John

      Mudgett John
      262-255-9452Call Now
      Directions
      Investment Securities

      W175N11163 Stonewood Dr, Germantown, WI 53022

      25. Edward Jones - Financial Advisor: Cody Ganchar

      Edward Jones - Financial Advisor: Cody Ganchar
      262-588-3279Call NowVisit Website
      Directions
      Investment SecuritiesInvestment Advisory ServiceFinancial Services

      W164N11271 Squire Dr, Germantown, WI 53022

      From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

      26. Becker, Lisa A

      Becker, Lisa A
      262-255-5900Call NowVisit Website
      Directions
      Investment SecuritiesInvestment Advisory Service

      W175N11086 Stonewood Dr, Germantown, WI 53022

      CLOSED NOW:

      From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

      27. Jody Slak - Thrivent

      Jody Slak - Thrivent
      262-707-8105Call NowVisit Website
      Directions
      InvestmentsInvestment Advisory ServiceFinancial Planners

      W175 N11163 Stonewood Dr. Suite #104, Germantown, WI 53022

      CLOSED NOW:Closed

      From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jody Slak is committed to providing financial advice,…

      28. Endowment Wealth Management, Inc.

      Endowment Wealth Management, Inc.
      414-716-6343Call NowVisit Website
      Directions
      InvestmentsInvestment SecuritiesInvestment Management

      11414 W Park Pl Ste 202, Milwaukee, WI 53224

      CLOSED NOW:Closed

      From Business: We are an independent private wealth management firm, whose sole mission is to provide wealth sustainability for individuals, families, retirement planning, endowments,…

      29. Mona Group, Inc.

      Mona Group, Inc.
      262-404-7200Call Now
      Directions
      InvestmentsReal Estate Investing

      11414 W Park Pl Ste 202, Milwaukee, WI 53224

      CLOSED NOW:Closed

      From Business: The Mona Group, Inc. is a private equity company operating as the parent organization for Mona Capital, an investment club and venture capital group, as well as Mona Realty, a…

      YP
      10 Years
      in Business

      We found 602 results for Investments in or near Menomonee Falls, WI.They also appear in other related business categories including Investment Advisory Service, Financial Planning Consultants, and Investment Securities. 4 of the rated businesses have 4+ star ratings.


      The businesses listed also serve surrounding cities and neighborhoods including Downtown Milwaukee, Juneau Town, and Lake Country Industrial Park. These businesses offer their services in one-or-more of the following languages: and Russian.