Shakespeare Wealth Management, LLC - Pewaukee, Wisconsin

Address: N22 W27847, Edgewater Dr Suite 101, Pewaukee, WI 53072.
Phone: 2628141600.
Website: shakespearewm.com
Specialties: Financial planner, Financial consultant, Investment company, Investment service.
Other points of interest: Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, LGBTQ+ friendly, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Shakespeare Wealth Management, LLC

Shakespeare Wealth Management, LLC N22 W27847, Edgewater Dr Suite 101, Pewaukee, WI 53072

⏰ Open Hours of Shakespeare Wealth Management, LLC

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Shakespeare Wealth Management, LLC is a highly reputable financial services company located at Address: N22 W27847, Edgewater Dr Suite 101, Pewaukee, WI 53072.

You can reach them by phone at Phone: 2628141600 or visit their website at Website: shakespearewm.com.

Especialidades

The company specializes in financial planning, financial consulting, investment companies, and investment services.

Otros datos de interés

  • Onsite services
  • Wheelchair accessible entrance
  • Wheelchair accessible parking lot
  • Wheelchair accessible restroom
  • Restroom
  • LGBTQ+ friendly
  • Appointments recommended

Opiniones

Shakespeare Wealth Management, LLC has received 4 reviews on Google My Business, with an impressive average rating of 5/5. Clients praise the company for its exceptional services, including comprehensive planning, investment, tax considerations, medical, and insurance advice. They also commend the team's strong communication skills and their ability to create a personal, caring relationship with clients.

Características y ubicación

As a financial planner and investment service provider, Shakespeare Wealth Management, LLC offers a range of services to its clients, including onsite services and a wheelchair accessible environment. The company is located in Pewaukee, Wisconsin, and is committed to providing exceptional and personalized service. With a strong reputation for excellence, Shakespeare Wealth Management, LLC is an ideal choice for those seeking financial guidance and investment services in the area.

Recomendación

If you are in need of financial planning or investment services, Shakespeare Wealth Management, LLC is a great option to consider. Their highly skilled team offers a comprehensive range of services and is dedicated to providing personalized, caring support. The company's wheelchair accessibility and commitment to creating an inclusive environment make it a standout choice for clients of all backgrounds. With a 5/5 rating on Google My Business, Shakespeare Wealth Management, LLC is a top choice for those seeking financial guidance and investment services in the Pewaukee area.

👍 Reviews of Shakespeare Wealth Management, LLC

Shakespeare Wealth Management, LLC - Pewaukee, Wisconsin
madisontadpole W.
5/5

This team is Amazing. They offer a complete planning from investing, Tax considerations, Medical, insurance, all of it...As a fiduciary, they are not trying to sell you anything, just help make good decisions and keep it all coordinated. On top of that, the team is tech savvy but most importantly they know you personally and care for you like family.

Shakespeare Wealth Management, LLC - Pewaukee, Wisconsin
T J.
5/5

Wonderful people with great communication skills!

Shakespeare Wealth Management, LLC - Pewaukee, Wisconsin
Tonia R.
5/5

Shakespeare Wealth Management, LLC - Pewaukee, Wisconsin
Sasha A.
5/5

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