Best Financial Advisors in West Allis

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

West Allis Financial Landscape

The economy of West Allis is characterized by a mix of manufacturing, healthcare, and retail sectors. The city is strategically located near Milwaukee, enhancing its economic prospects.

Major industries
Manufacturing, Healthcare, Retail
Population
60.7K (metro: 1.6M)
Median household income
$54,000
Unique needs
West Allis requires tailored financial strategies to address its unique industrial landscape and community needs.
Market Insights
Economic Growth
According to BEA (2023), West Allis has shown steady economic growth, driven by a resurgence in manufacturing and local business development.
Wealth Demographics
According to Census (2023), the median income in West Allis is $54,000, reflecting a diverse economic base and workforce.
Advisor Specializations
Based on BLS (2023), financial advisors in West Allis are increasingly focusing on retirement planning and investment strategies tailored to local industries.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in West Allis is relatively affordable, making it an attractive option for families and retirees.
Real Estate Market
According to Zillow (2024), the real estate market in West Allis is experiencing moderate appreciation, with concerns about potential bubbles in certain neighborhoods.
Business Environment
According to Fortune (2024), West Allis offers a supportive business environment, with incentives for manufacturing and healthcare sectors to thrive.

Top 5 Financial Advisors in West Allis

Edward Jones - Financial Advisor: Colin J Dewey, ABFP®|CRPC™
★ ★ ★ ★ ★ 5
Alliance Wealth Management Milwaukee
★ ★ ★ ★ ★ 5
Planners Group
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Missy Wahlen
★ ★ ★ ★ ★ 5
Broadview Financial Management, LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in West Allis, 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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West Allis-Specific Expertise
For West Allis residents working in Manufacturing, Healthcare, Retail, 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
West Allis faces manufacturing concentration risks and potential real estate market volatility. Prepare for flooding and economic shifts by diversifying investments.

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