Financial consulting in Milwaukee, WI

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We help people who are approaching or at retirement create and maintain a financial plan for their retirement, with specialization in long-term investments, retirement income planning, and estate planning.

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Money can be such a source of stress. When I can help clients see everything clearly, that sense of relief is really what inspires me. Think of it as a spring cleaning for your finances: Cut out the things that aren't serving you, see where you are and understand what you need to do next. In my own life, my income is there to fund travel with my family. Whatever's driving you, I'm ready to help you uncover the path to get there. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.

Making Sense of Investing Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Brookfield, WI area, Davin Kuokkanen will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Financial Advisor

Making Sense of Investing Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.