Annex Wealth Management - Brookfield, Wisconsin

Dale K.

The Annex team is remarkable. As my parents are getting older I advised them to have a trusted professional firm handle their hard earned investments and I directed them straight to Annex. The founder Dave, gives back to the community and only hires top talent with big brains and big hearts.

Dave B.

Have listen to annex for many years on the radio. Finally did an inquiry on website to discuss investments. Explained I would speak with a specific person who I heard on the radio. Well, they took my lead and just disbursed with newer representative? If they can’t follow simple request do they actually listen to clients? Can I trust investments with them? Disappointing and there are many choices in the market

TA K.

People are great. Knowledgeable and professional. Struggling with Annex definition of fiduciary. Their choices for my conservative portfolio have resulted in losses of 80K in one year.
How is this in our best interests? Rarely hear from them (financial advisor) to suggest alternative investing solutions to stop the "bleeding" of losses. We would have welcomed assistance.
Great marketing programs, questionable follow-up with clients.

Keaghlan H.

I started with Annex about 12 years ago when I was a teenager. When I sat down for my appointment I specifically said I wanted mutual funds that averaged 13% growth over the life of the fund. I was told that there are no mutual funds like that, and the advisor made some recommendations, which I followed. He never asked me about my risk tolerance.

2 years ago I sat down for another appointment to review my investments with my Annex advisor, and said again that we wanted something that averaged 13% over the life of the fund, and again we were told that that doesn't really exist anymore. A year later we switched to a different company, and are currently invested in funds that have averaged at least 13% per year over the life of the fund. Those funds were out there, they just weren't discussed for some reason by my advisor at Annex. I'm still not sure why.

Autumn W.

I am incredibly grateful for all the assistance I've received. I supplied basic information about my financial situation and received a plan, education, and resources to help me with my next few steps. Instead of 1 answer to each question, I was provided options and education to make the right choice for myself. 10/10 would recommend.

Andrew L. R.

This team of experts makes me feel like my financial well being is in good hands. No future is certian however I feel like no matter what I'm in good hands.

Eileen N.

Very, knowledgeable and responsive.

Eric T.

Great team to work with.