Today is the final day for financial services firms to submit information for BizTimes Milwaukee’s new Money Directory, which will be published in its Oct. 16, 2009 publication.
The directory will list local firms that offer services to help southeastern Wisconsin business owners and executives plan for retirement, transfer wealth to the next generation and establish family and philanthropic trusts.
Eligible organizations to be included in the free directory provide services such as accounting, banking, estate planning, financial planning, insurance, investment advising, long-term care insurance, private banking, trust services and wealth management.
"Our readers, the owners and top executives of privately held businesses in southeastern Wisconsin, have complicated financial needs, and we want to provide them with an easy-to-use source to find the best financial service providers in our region," said Dan Meyer, publisher of BizTimes Milwaukee. "This directory, with its breakout listings by area of expertise, size and other categories, can help them make important financial decisions."
Companies listed in the directory are able to designate areas of expertise, assets under management, range of services offered, fee structure, minimum investment required and other points of interest.
In addition to appearing in the Oct. 16 edition of BizTimes Milwaukee, the guide will be posted at BizTimes.com for the next year. The online listing will be updated periodically.
For more information or to submit your firm, visit www.biztimes.com/finance.