Annex Wealth Management

7 reviews

+1 (262) 786-6363

Website

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They go through our whole plan on screens - and have privacy blinds to make sure it's just us and our adviser who can see it.

12700 W Bluemound Rd Ste 200

Elm Grove, WI 53122

+1 (262) 786-6363

http://www.annexwealth.com

Annex Wealth Management provides a wide range of financial products and services to families, individuals and businesses. It offers mutual funds, bonds, common stocks, brokerage accounts, municipal securities, Roth and simple individual retirement accounts, treasury notes and annuities. The firm also provides financial, estate, tax and retirement planning, money purchase pension plans, profit sharing plans and life insurance. Its additional services include 529 plans, 401(k) and 403(b) plans, unit trusts, brokered CDs, real estate investment trusts, profit sharing plans and long-term care insurance. Annex Wealth Management Brookfield, Wis.

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Reviews

3.07 reviews

Pierce R.

4/2/2022

Great service, reliable and conservative folk. LGB! Was referred to these guys from a friend, lived up to the reputation and feel in good hands with my investments.

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Ta K.

10/7/2023

Well I just received my September summary report and once again looked at $9,000+ loss for the month. Thats 18 months in a row of losses. If Annex is a fiduciary how is losing retirement money...

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Jennifer P.

1/9/2024

Much like the other reviewers, my investments significantly underperformed the market over the past year and a half. My investments that are (were) actively managed at Annex are up 6.5% while if I...

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Mark H.

11/12/2022

Their tagline is "know the difference" with an investment team approach using tactical allocation. These are fancy words for nothing more than market timing. Paying a team of individuals making...

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Isabel P.

9/19/2019

We've been working with Annex for years and are very happy with them. They're responsive to any questions or requests we have, and give us lots of ways to connect that don't require an office...

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