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The Berrall Kons Wealth Management Group
20800 Swenson Drive Ste. #200, Waukesha, WI 53186
Nearest landmarks:
Goerke's Corners
(262) 798-3787
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Contacts
Street address:
20800 Swenson Drive Ste. #200
City / suburb:
Waukesha
County:
Waukesha
State:
Wisconsin
ZIP code:
53186
Phone:
(262) 798-3787
(Primary Phone)
(262) 798-3787 (Customer Service)
(262) 798-3787 (Customer Service)
E-mail:
casey.berrall@wfadvisors.com
GPS Longitude:
-88.1711959838867
GPS Latitude:
43.0334320068359
Business description
The Berrall Kons Group is a family team of Financial Advisors. They focus on retirement planning, corporate retirement plans, and divorce planning.
The Berrall Kons Wealth Management Group's mission is to help business owners and successful individuals realize their goals and afford them more time to enjoy their passions. Since 1978 they've been as siting their client with retirement and income planning, business retirement plans, employee education, and divorce financial planning. Their team consists of Certified Financial Planners, Divorce Financial Consultants, and Certified Investment Management Consultants.
General information
Categories
- Business Services Financial Investment Advice Financial Planning Consultants
Business data
| Estimated number of employees: | 5 to 9 | |
| Annual sales estimate: | 0 | |
| City / suburb: | Waukesha, WI | |
| County: | Waukesha |
Products
financial planning services, investment management
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More details about this business
According to our records, this business is located at 20800 Swenson Drive Ste. #200 in Waukesha (in Waukesha County), Wisconsin 53186, the location GPS coordinates are: 43.0334320068359 (latitude), -88.1711959838867 (longitude). The Berrall Kons Wealth Management Group is categorized under Financial Planning Consultants. Current estimates show that the unit has a sales volume of $$1 to 2.5 million and staff of approximately 5 to 9 people. You can contact the company by phone at (262) 798-3787.
Open from 7:00 am until 5:00 pm (Monday - Friday).
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Hours
• Mon
7:00 am - 5:00 pm
• Tue
7:00 am - 5:00 pm
• Wed
7:00 am - 5:00 pm
• Thu
7:00 am - 5:00 pm
• Fri
7:00 am - 5:00 pm
• Sat
Closed
• Sun
Closed
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