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Metropolitan Milwaukee Association of Commerce
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Metropolitan Milwaukee Financial Planning-Consultants/Services

Metropolitan Milwaukee Financial Planning-Consultants/Services

 
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BKM Wealth Management
BKM Wealth Management
_
20300 Water Tower Boulevard
Suite 250
Brookfield, WI 53045
Work Phone: (262) 955-7150(262) 955-7150
Member Since: 2004
BKM Wealth Management provides fiduciary investment management and financial advisory services to a select group of clients in the Milwaukee area.
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Tax Deferral Services LLC
Tax Deferral Services LLC
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WI & FL Offices
,
Work Phone: (414) 269-2600(414) 269-2600
Member Since: 2017
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Williams Financial LLC
Williams Financial LLC
_
W4931 Young Road
Eagle, WI 53119
Work Phone: (262) 392-9808(262) 392-9808
Member Since: 2021
Number One Trusted financial and business partner
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PFM Financial Advisors LLC
PFM Financial Advisors LLC
_
115 S. 84th Street
Suite 315
Milwaukee, WI 53214
Work Phone: (414) 771-2700(414) 771-2700
Member Since: 2005
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Edvest College Savings Plan
Edvest College Savings Plan
_
Commerce Advertiser
15800 W. Bluemound Road
Suite 105
Brookfield, WI 53005
Work Phone: (414) 410-0009(414) 410-0009
Member Since: 2021
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Money Management Educators
Money Management Educators
_
801 E. Potter Avenue
Milwaukee, WI 53207
Work Phone: (847) 997-6901(847) 997-6901
Member Since: 2019
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Beauchamp Maleki Group
Beauchamp Maleki Group
_
731 N. Jackson Street
Suite 200
Milwaukee, WI 53202
Work Phone: (414) 270-1890(414) 270-1890
Member Since: 2015
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Annex Wealth Management
Annex Wealth Management
_
Commerce AdvertiserLC member
424 E. Wisconsin Avenue
Milwaukee, WI 53202
Work Phone: (262) 786-6363(262) 786-6363
Member Since: 2018
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Spectrum Investment Advisors
Spectrum Investment Advisors
_
CGB MemberF50 WinnerLC member
6329 W. Mequon Road
Mequon, WI 53092
Work Phone: (800) 242-4735(800) 242-4735
Member Since: 2018
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Du Charme Financial Group, a branch office of Global View Capital Advisors
Du Charme Financial Group, a branch office of Global View Capital Advisors
_
Executive Roundtable Program
2665 S. Moorland Road
Suite 212
New Berlin, WI 53151
Work Phone: (262) 505-5740(262) 505-5740
Member Since: 2015
We help people implement a strategy to put their financial house in order, which leads to confidence and peace of mind.
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If your business isn’t listed here, contact us today about increasing your visibility and the many other benefits of joining the MMAC.

 
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All rights reserved.

275 W Wisconsin Ave., Ste. 220 | Milwaukee, WI 53203 
Tel 414/287-4100 | Fax 414/271-7753 | info@mmac.org
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  • JOIN
  • Membership
    • The benefits of joining
    • Member directory >
      • Member Spotlights
      • Talent Solutions Directory
    • What we do >
      • Talent >
        • Ranking Milwaukee County Schools
        • Education recommendations
        • Technology Education & Literacy in Schools (TEALS)
        • Career-based learning experiences
      • Growth
      • Livability
      • Equity
      • Peer metro comparison
    • Cost saving programs >
      • Health insurance plan
      • Office supply discount program
    • Events >
      • 2021 All Member Meeting
      • Diverity, Equity & Inclusion Summit
      • Talent Solution Series
      • Emerging Leaders Series
      • Global Business Insights Series
      • Member Orientation
      • Replay: The Business of MKE Series
      • Replay: Race Bridge Series
    • For members only >
      • Sponsorship
      • Advertising
    • Need more info?
  • Networks
    • Leadership Council
    • President's Huddle
    • Executive roundtable program
    • FUEL Milwaukee for young professionals
    • Future 50 Awards Program
    • Networking Forum for referrals
    • Region of Choice Initiative
    • Roundtables for high-growth companies
    • World Trade Association
  • Advocacy
    • Recent Legislative Wins
    • Miller Park economic impact study
    • Wisconsin State Legislature
  • Economic Development
    • Milwaukee 7 Regional Partnership
    • Resources for startups
    • Milwaukee Development Corp. >
      • Rebuild & Revitalize Program
    • Milwaukee Urban Strategic Investment Corp. (MUSIC)
    • Milwaukee EB-5 Visa program
    • Starting a business >
      • BizStarts
      • New business planning guide
  • Metro MKE
    • 2022 Navigate Business MKE
    • Business outlook survey
    • Economic trends
    • Local media listings
    • Major employers in metro Milwaukee
    • Metro Milwaukee demographics
    • Order a publication
    • Relocating a business
  • About
    • Board of directors
    • Council of small business executives
    • Staff
    • Milwaukee Commerce magazine
    • Press releases
    • Members of the media >
      • Recent Media Coverage
    • Scholarships for minority students