Home Industries Banking & Finance Money Directory: Finance, Retirement & Wealth Management

Money Directory: Finance, Retirement & Wealth Management

The U.S. economy has been slow to recover, unemployment remains high, the federal government’s credit rating has been downgraded and some still fear the economy could slip back into a recession as more uncertainty looms in world markets because of the impending European debt crisis.

Still, uncertain times can be periods of opportunity for businesses with the right strategy. Business owners can take advantage of high estate and gift tax exemptions, low investment valuations and even lower interest rates.

Now, more than ever, gaining access to high-quality financial advice is crucial to preserving and growing your business and personal wealth.

With all that in mind, BizTimes Milwaukee presents its annual Money Directory. This guide can serve as a resource for business owners to find providers in the banking, accounting, estate planning, financial planning, insurance, investment, wealth management and related industries.

The firms listed in this directory provide services in the eight-county southeastern Wisconsin region that includes Milwaukee, Waukesha, Racine, Kenosha, Walworth, Ozaukee, Washington and Sheboygan counties.

For full listings, click here www.biztimes.com/finance.

The U.S. economy has been slow to recover, unemployment remains high, the federal government's credit rating has been downgraded and some still fear the economy could slip back into a recession as more uncertainty looms in world markets because of the impending European debt crisis.

Still, uncertain times can be periods of opportunity for businesses with the right strategy. Business owners can take advantage of high estate and gift tax exemptions, low investment valuations and even lower interest rates.


Now, more than ever, gaining access to high-quality financial advice is crucial to preserving and growing your business and personal wealth.


With all that in mind, BizTimes Milwaukee presents its annual Money Directory. This guide can serve as a resource for business owners to find providers in the banking, accounting, estate planning, financial planning, insurance, investment, wealth management and related industries.


The firms listed in this directory provide services in the eight-county southeastern Wisconsin region that includes Milwaukee, Waukesha, Racine, Kenosha, Walworth, Ozaukee, Washington and Sheboygan counties.


For full listings, click here www.biztimes.com/finance.

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