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Financial Strategies, Inc - Brookfield, Wisconsin

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 13555 Bishops Ct, Brookfield, WI 53005.
Phone: 2628211664.
Website: financialstrategiesinc.com
Specialties: Financial planner, Corporate office, Financial consultant, Investment company.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Financial Strategies, Inc

Financial Strategies, Inc 13555 Bishops Ct, Brookfield, WI 53005
☎️2628211664

⏰ Open Hours of Financial Strategies, Inc

  • Monday: 8 AM–4 PM
  • Tuesday: 8 AM–4 PM
  • Wednesday: 8 AM–4 PM
  • Thursday: 8 AM–4 PM
  • Friday: 8 AM–4 PM
  • Saturday: Closed
  • Sunday: Closed

Financial Strategies, Inc

Financial Strategies, Inc is a highly respected financial planning and investment company located at 13555 Bishops Ct, Brookfield, WI 53005. They can be contacted by phone at 2628211664 or through their website financialstrategiesinc.com.

Specialties and Services

  • Financial planning
  • Corporate financial consulting
  • Investment advice and management

Accessibility and Appointments

  • Wheelchair accessible entrance
  • Wheelchair accessible parking lot
  • Wheelchair accessible restroom
  • Restroom facilities available
  • Appointments recommended for personalized service

Client Testimonials

Financial Strategies, Inc has received high praise from their clients. Jamee Schmitz has been a trusted advisor for several years, with clients noting her excellent communication skills and positive attitude. Isaac McCabe is also highly regarded as an expert in market trends and providing helpful financial guidance. The company has earned an impressive 5-star rating based on client reviews.

About the Company

With a focus on personalized service and expert financial advice, Financial Strategies, Inc has built a loyal client base in Brookfield and the surrounding areas. Their team of experienced financial professionals works closely with clients to develop tailored strategies for achieving financial goals. Whether clients need assistance with retirement planning, investment decisions, or corporate financial strategies, Financial Strategies, Inc has the knowledge and expertise to provide effective solutions.

👍 Reviews of Financial Strategies, Inc

Financial Strategies, Inc - Brookfield, Wisconsin
Dianne C.
5/5

For several years now, Jamee Schmitz has assisted me with our financial questions, and she has great communication skills and a positive attitude every step of the way. She does whatever it takes to get fast, correct, solutions or answers. Isaac McCabe is also an amazing financial guru who knows the big picture of what's going on in the market and is extremely helpful. We trust them with everything.

Financial Strategies, Inc - Brookfield, Wisconsin
CATHY W.
5/5

I have been with Finical Strategies since 1993 during this time I have been working with Jamie, Isaac on everything I have. They are the best and always go above & beyond . Jamie is my go to lady! I would be lost without her.

Financial Strategies, Inc - Brookfield, Wisconsin
Robin H.
5/5

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