Best Financial Advisors in Greenfield

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.8/5.0
Average Rating

Greenfield Financial Landscape

Greenfield's economy is diverse, with a mix of retail, healthcare, and manufacturing sectors driving growth. The city benefits from its proximity to Milwaukee, enhancing its economic landscape.

Major industries
Retail, Healthcare, Manufacturing
Population
37,159
Median household income
$65,000
Unique needs
Greenfield requires tailored financial services to support its growing population and diverse economic landscape.
Market Insights
Economic Growth
According to BEA (2023), Greenfield's economy has seen a 3% growth rate, driven by retail and healthcare expansions.
Wealth Demographics
According to Census (2023), the median income in Greenfield is $65,000, reflecting a stable economic environment.
Advisor Specializations
Based on BLS (2023), financial advisors in Greenfield are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Greenfield's cost of living is 10% lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), Greenfield's real estate market is competitive, with home prices rising 5% year-over-year.
Business Environment
According to Fortune (2024), Greenfield's business climate is favorable, with low taxes and supportive local policies encouraging new businesses.

Top 5 Financial Advisors in Greenfield

Edward Jones - Financial Advisor: Missy Wahlen
★ ★ ★ ★ ★ 5
Hammernik & Associates
★ ★ ★ ★ ★ 5
Ambas Financial Services, LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: ReAnn Holmes, CFP®|AAMS®
★ ★ ★ ★ ★ 5
Planners Group
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Greenfield, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Greenfield-Specific Expertise
For Greenfield residents working in Retail, Healthcare, Manufacturing, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Greenfield's retail focus poses risks; diversify into tech and healthcare. Watch for housing market bubbles and prepare for flooding risks due to climate change.

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