The Money Directory features local organizations with products and services to help the busy professional plan for retirement, transfer wealth and establish trusts as well as corporate offerings for retirement plans, insurance offerings and other financial vehicles.Eligible organizations include
: wealth management, financial planning, retirement plan providers, financial consultants, charitable planning organizations and insurance providers.
about the directory? Email Emalee Frase
, or call her at (414) 336-7100
For advertising and sponsorship
opportunities, please contact Tom Gaertner at (414) 336-7112