Midwest Wealth Solutions
Finance · Wisconsin, United States · 1-10 Employees
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Overview
Headquarters
19575 Janacek Ct Ste 104, Brookfield, Wi...Phone Number
(414) 777-0700Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
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Jun
ZI Rank
1
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1
About Midwest Wealth Solutions
Midwest Wealth Solutions LLC is a fee-only full-service financial planning and wealth management firm that focuses on providing personalized services to its clients. The firm offers a comprehensive range of services including financial planning, wealth management, and CPA accounting services through its sister company. Their goal is to help clients achieve financial success through careful planning and a proactive approach to meet both short-term and long-term objectives. Led by Brian Leben, a highly qualified professional with extensive experience in finance and accounting, the firm is dedicated to maintaining high standards of excellence and professionalism.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Midwest Wealth Solutions
<$5M
1-10
Private
-
-
N/A
$5.7M
11-50
Private
-
-
MJ
Michael JpPresident, Michael Jp Fitzgerald, Cpa & Pfs, Cfp, Mstax, Ccfp, Ccfs, ELA , TX (Houston)
Company Profile Activity
Activity Insights
Midwest Wealth Solutions is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Midwest Wealth Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Midwest Wealth Solutions.
Midwest Wealth Solutions Tech Stack
A closer look at the technologies used by Midwest Wealth Solutions
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Frequently Asked Questions Regarding Midwest Wealth Solutions
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Midwest Wealth Solutions LLC is a fee-only full-service financial planning and wealth management firm that focuses on providing personalized services to its clients. The firm offers a comprehensive range of services including financial planning, wealth management, and CPA accounting services through its sister company. Their goal is to help clients... Read More
