Roman Financial of Milwaukee

Roman Financial of Milwaukee is a financial planner in Milwaukee, WI. The firm provides specialized services including retirement investing and distribution strategies, estate conservation, risk management analysis, and wealth management. Serving both individuals and families, the firm offers guidance on various financial matters such as 401(k) planning, college plans, and asset protection. With a 4.80 rating from 2,600 reviews, the firm is a highly regarded provider in the local community.

The firm focuses on a personalized, ongoing approach to financial and estate planning, treating it as a continuous process rather than a one-time event. The team includes professionals such as founder Joseph A. Stueber, who has 29 years of experience in estate and financial planning, and Jay T. Stueber, who brings over 12 years of experience in wealth management and investment services. Their offerings encompass a wide range of products, including IRAs, brokerage accounts, life insurance, and various trust services like revocable and irrevocable trusts. The firm utilizes an "out of the box" approach to investing and emphasizes unbiased, objective guidance to help clients navigate complex transitions like retirement.

The office is located on North Mayfair Road, situated a short distance from Mayfair Mall and near the Zoo Freeway.

Roman Financial of Milwaukee is recognized for its commitment to client satisfaction and its long-standing history of excellence, having earned 23 Awards of Excellence. The firm is known for its dedication to putting client needs first through a collaborative, team-based approach.

By providing customized strategies and long-term support, Roman Financial of Milwaukee helps clients navigate their financial journeys with confidence.

Services:

• Estate Planning
• Financial Planning
• Investment Advisory
• Retirement Strategy Development
• Tax Planning