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Business Profile

Financial Services

Financial Strategies, Inc.
BBB Accredited BusinessA+Rated by BBB
Visit Website(262) 821-1664Email BusinessWrite a Review

About

Overview

Financial Strategies, Inc.

13555 Bishops Ct Ste 340

Brookfield, WI 53005-6218

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BBB Accreditation & Rating

Financial Strategies, Inc. is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Financial Strategies, Inc., located in Brookfield, WI, offers comprehensive financial planning services for senior executives, retirees, and their families to help them meet financial challenges and needs including high net worth financial planning, wealth management financial services, wealth transfer and protection advice, and support in meeting charitable giving goals. They offer their services to clients in Waukesha county, Wisconsin.

BBB Accredited Since: 3/20/2009

Years in Business: 35

Products and Services

College Planning, Financial Planning, Insurance Planning, Investment Management, Retirement Planning, Tax Planning, Wealth Management, Wealth Transfer

Photos and Videos

Business Details

Local BBB:
BBB Serving Wisconsin
BBB File Opened:
4/20/1998
Business Started:
4/1/1991
Business Started Locally:
4/1/1991
Business Incorporated:
3/24/1993
Type of Entity:
Corporation
Business Management:
James D. Cantrell, President

Additional Contact Information

Principal Contacts
James D. Cantrell, President
Customer Contacts
James D. Cantrell, President
Brian Clarke, Financial Advisor
Fax numbers
Primary Fax: (262) 821-0762
Additional Email Addresses
Primary: Email this Business
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Business Categories
Financial Services, Financial Planning Consultants, Retirement Planning Services, Investment Advisory Services, Investment Management

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