ENVISIONING AND OPTIMIZING FINANCIAL FUTURES

General Info

Prescient Financial Solutions helps pre-retirement individuals, business owners, corporate executives and those becoming affluent to manage the accumulation, distribution and succession of their wealth. With our attention to detail and uncanny knack of envisioning potential variables, we act as financial engineers who craft integrated plans and consistently fine-tune them for optimized results.

HoursCLOSED NOW

Regular Hours:

Mon - Wed	8:30 am - 4:30 pm
Thu	8:30 am - 4:00 pm
Fri	8:00 am - 4:30 pm
Sat - Sun	Closed

Contact Info

Phone:

Main - 414-567-2754

Address:

330 E Kilbourn Ave STE 950 Milwaukee, WI 53202

Email:

Contact Us

Link:

https://pfs.nm.com

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Categories

Banks, Financial Planning Consultants, Financial Services, Financing Services

Services / Products

Investment Advisory Services, Wealth Management Advisory Services, Portfolio Account Services, Trust Services, Values-Based Planning, Fee-Based Financial Planning, Retirement Planning, Estate Planning, Business Succession Planning, Investments, Annuities

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Neighborhoods

Juneau Town, Downtown Milwaukee

Accreditation

MBA

CLU

CFP

AEP

CPWA

CIMA

RICP

CFA

CAIA

CLTC

Associations

Professional Organizations: National Association of Estate Planners & Councils(AEP®), Association of Certified Financial Planners™ (CFP®), Million Dollar Round Table-Top of the Table