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.
Questions about the directory? Email Hannah Fuller, or call her at (414) 336-7132
For advertising and sponsorship opportunities, please contact Dan Meyer at (414) 336-7114