The Money Directory features local organizations with products and services to help the busy professional plan for retirement, transfer wealth and establish trusts as well as corporate offerings for retirement plans, insurance offerings and other financial vehicles.

Eligible organizations include: wealth management, financial planning, retirement plan providers, financial consultants, charitable planning organizations and insurance providers.


View Submit Purchase


Questions about the directory? Email Sarah Sinsky, or call her at (414) 336-7100

For advertising and sponsorship opportunities, please contact Linda Crawford at (414) 336-7112
Alphabetical Listings

Category Listings