Best Indian Finance & Tax Firms in and Near Milwaukee, WI

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MUDRA WEALTH CREATION in Milwaukee, WI

MUDRA WEALTH CREATION

Financial & Taxation Services Serving in Milwaukee Area
  • 5star1 Review
  • 9
    Sulekha score
  • work_history27 Years in Business
  • translateLanguage:English , Hindi +1 more

Serving ZIP Codes:53201, 53202, 53204, 53207, 53208

From the Business:With 27 years of experience, Mudra Wealth Creation provides comprehensive financial and taxation services to support the diverse needs of Milwaukee's growing entrepreneurial community. Our offerings include estate planning, retirement planning, long-term care insurance, and college funding strategies, tailored to the city's dynamic economic environment.Read more

Serving ZIP Codes:53201, 53202, 53204, 53207, 53208

From the Business:TulaVantage - Wealth And Healthcare Services in Milwaukee, WI is your trusted partner in navigating the complexities of financial and healthcare planning. We specialize in investment management, estate planning, and college funding strategies, among other services. Our team understands the unique needs of Milwaukee's bustling healthcare and education sectors, tailoring solutions to ensure your long-term financial stability and peace of mind. Let us simplify your financial journey in Brew City.Read more

G's Financial Harbor in Milwaukee, WI

G's Financial Harbor

Financial & Taxation Services Serving in Milwaukee Area
  • 5star38 Reviews
  • 7
    Sulekha score
  • work_history Established Since 28
  • translateLanguage:English , Hindi

Serving ZIP Codes:53201, 53202, 53204, 53207, 53208

From the Business:

Girish Navare, CFA, is a seasoned financial professional with a strong focus on investment analysis and portfolio management. With extensive experience in financial markets, he is dedicated to helping clients navigate complex investment landscapes and achieve their long-term financial goals. His disciplined and strategic approach ensures that every investment decision is aligned with client objectives and market realities.

As a Chartered Financial Analyst (CFA), Girish brings deep expertise in asset valuation, risk assessment, and financial planning. He has a strong ability to analyze market trends, evaluate investment opportunities, and design strategies that balance growth with risk management. His analytical skills enable him to provide well-informed recommendations that are both practical and effective.

In his role at Eagle Harbor Advisors, Girish plays a vital part in developing and executing customized investment strategies. He works closely with clients to understand their financial needs, risk tolerance, and future aspirations, ensuring that each portfolio is carefully structured to deliver sustainable performance. His personalized approach helps build long-term relationships based on trust and results.

Girish is committed to maintaining the highest ethical standards in his profession. He prioritizes transparency, integrity, and objectivity in every aspect of his work, ensuring that clients receive unbiased and reliable financial advice. His dedication to excellence and client success makes him a trusted advisor in the field of investment management.

Read more

Vela Life Plan in Milwaukee, WI

Vela Life Plan

Financial & Taxation Services Serving in Milwaukee Area
  • 5star1 Review
  • 7.8
    Sulekha score
  • work_history5 Years in Business

Serving ZIP Codes:53201, 53202, 53204, 53207, 53208

From the Business:For five years, Vela Life Plan has been providing Milwaukee, WI with comprehensive financial services. Recognizing the city's thriving business environment, we specialize in investment management, personal tax planning, and business entity selection. We also offer estate, retirement, and financial planning, along with cash flow management. Reliability in a dynamic economy—Vela Life Plan.Read more

Serving ZIP Codes:53201, 53202, 53204, 53207, 53208

From the Business:Located in the bustling city of Milwaukee, Wealth Summit Financial is a trusted name with 5 years of experience in providing comprehensive financial and taxation services. Catering to the city known for its diverse economic base and ever-evolving regulatory environment, we specialize in notary services, estate planning, retirement planning, financial advising, and more. We're here to help Milwaukee residents secure their futures with personalized tax planning, life insurance, and long-term care insurance strategies.Read more

Axon Financial Services in Milwaukee, WI

Axon Financial Services

Financial & Taxation Services Serving in Milwaukee Area
  • 9
    Sulekha score
  • work_history9 Years in Business
  • translateLanguage:Telugu , Malayalam +4 more
  • Financial Advisor Avg - $400

Serving ZIP Codes:53201, 53202, 53204, 53207, 53208

From the Business:With 9 years of expertise, Axon Financial Services in Milwaukee, WI, provides astute investment management, estate planning, and more. Catering to the city's diverse entrepreneurial spirit, we offer tailored solutions like business entity selection and financial planning, helping locals secure their financial future.Read more

Vyom Financial GROUP INC in Milwaukee, WI

Vyom Financial GROUP INC

Financial & Taxation Services Serving in Milwaukee Area
  • 5star5 Reviews
  • 6.5
    Sulekha score
  • work_history Established Since 2021
  • translateLanguage:Telugu , English +1 more

Serving ZIP Codes:53201, 53202, 53204, 53207, 53208

From the Business:Experience the advantage of local expertise with Retire Wisely Financial Services, serving Milwaukee, WI with over 5 years of experience. Catering to the city's robust manufacturing sector and diverse community, we offer comprehensive financial and taxation services. From investment management and retirement planning to estate planning and long-term care insurance, we understand Milwaukee's unique economic climate and are dedicated to helping our clients navigate their financial future.Read more

Quantum Leap Wealth in Milwaukee, WI

Quantum Leap Wealth

Financial & Taxation Services Serving in Milwaukee Area
  • 5star4 Reviews
  • 9.5
    Sulekha score
  • work_history5 Years in Business
  • translateLanguage:Tamil , Telugu +2 more
  • 4153441

Serving ZIP Codes:53201, 53202, 53204, 53207, 53208

From the Business:Quantum Leap Wealth, led by Anuradha, is dedicated to helping individuals and families achieve long-term financial confidence through strategic wealth planning and personalized financial solutions. With a focus on wealth creation, protection, retirement readiness, and legacy planning, the brand combines expertise, trust, and a client-first approach to simplify complex financial decisions. Quantum Leap Wealth emphasizes tailored strategies designed to align with each client’s goals, helping them build sustainable financial growth and security across every stage of life. By blending modern financial insights with personalized guidance, Anuradha empowers clients to take a confident “quantum leap” toward a stronger financial future.Read more

Rising Sun Financial Services in Milwaukee, WI

Rising Sun Financial Services

Financial & Taxation Services Serving in Milwaukee Area
  • 6.5
    Sulekha score
  • work_history5 Years in Business
  • translateLanguage:English , Hindi +2 more
  • 1576030

Serving ZIP Codes:53201, 53202, 53204, 53207, 53208

From the Business:Rising Sun Financial Services, led by Pankajj S Saxena, is committed to guiding individuals and families toward long-term financial stability and growth. With a client-first approach, the firm provides personalized financial strategies tailored to unique goals and life stages. From wealth planning and risk management to retirement and protection solutions, every service is designed with clarity, integrity, and careful attention to detail. Rising Sun Financial Services focuses on building trust and delivering dependable guidance to help clients move forward with confidence.Read more

Infinitefs LLC in Milwaukee, WI

Infinitefs LLC

Financial & Taxation Services Serving in Milwaukee Area
  • 9
    Sulekha score
  • work_history2 Years in Business
  • translateLanguage:English , Hindi +3 more

Serving ZIP Codes:53201, 53202, 53204, 53207, 53208

From the Business:Infinite Financial Solutions, is dedicated to helping individuals and families achieve lasting financial security through personalized and comprehensive financial planning. The company offers a range of services including retirement planning, wealth preservation, estate planning, indexed universal life insurance, annuities, and Will & Living trusts. By focusing on tailored strategies and expert guidance, GrowMyWealth.org helps clients navigate complex financial decisions with clarity and confidence. Their goal is to protect and grow assets, provide steady income streams, and ensure smooth transfer of wealth, ultimately empowering clients to build a secure and prosperous financial future.Read more

Showing 1 - 10 of 111 results

All "Financial & Taxation Services" results in Milwaukee, WI

Serving ZIP Codes:53201, 53202, 53204, 53207, 53208

From the Business:I am one of the most distinguished Financial & Taxation Services in Milwaukee, WI. I specialize in Auditing Services,Bookkeeping,Business Tax Planning,Cash Flow ,Estate Planning,Financial Planning,Financial statement Analysis,IRS Representation,Long Term Care Insurance,Payroll Processing,Retirement Planning,Tax Consultants Services,Tax Preparation ServicesAs a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. Prospecting, which is the process of finding new clients also we determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimating expenses, implementing a savings program and managing assets for future purposes.Read more

Shah-Ni-4 Inc in Milwaukee, WI

Shah-Ni-4 Inc

Financial & Taxation Services Serving in Milwaukee Area
  • 1.7
    Sulekha score
  • work_history0 Year in Business
  • translateLanguage:English

Serving ZIP Codes:53201, 53202, 53204, 53207, 53208

From the Business:Meet Muhammad Noor, located at Shah-Ni-4 Inc in Milwaukee, Wisconsin. Serving the industrious business community and residents of Milwaukee, Muhammad Noor provides expert financial guidance tailored to local needs. Along with other tax preparers in the area, the firm is ready to help you with a wide range of accounting tasks. The firm prides itself on being a reliable partner for clients seeking to navigate the complexities of the financial world. Muhammad Noor specializes in tax preparation and tax planning, helping clients manage their annual filings with accuracy and ease. The firm works to identify opportunities for tax savings that benefit the client's bottom line. Bookkeeping services are also a key offering, providing the organizational structure that small businesses need to thrive. Furthermore, the firm provides guidance on estate and trust taxes, offering the strategic planning necessary to preserve wealth for future generations. By offering these plus other accounting services, Muhammad Noor and Shah-Ni-4 Inc contribute to the financial well-being of the Milwaukee community.Read more

Serving ZIP Codes:53201, 53202, 53204, 53207, 53208

From the Business:I am one of the most distinguished Financial & Taxation Services in Milwaukee, WI. I specialize in Accountant Services,Audit Review & Compilation Services,Auditing Services,Bookkeeping,Business Succession Planning,Business Tax Planning,Cash Flow ,College Planning/Funding,Estate Planning,Income Tax Filing,Income Tax Preparation,Investment Management,IRS Representation,Long Term Care Insurance,Payroll Processing,Personal Tax Planning,Tax Preparation Services As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. Prospecting, which is the process of finding new clients also we determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimating expenses, implementing a savings program and managing assets for future purposes. For more details kindly contact me.Read more

Haresh Gajera Financial Professional in Milwaukee, WI

Haresh Gajera Financial Professional

Financial & Taxation Services Serving in Milwaukee Area
  • 3.4
    Sulekha score
  • work_history5 Years in Business
  • translateLanguage:English , Hindi

Serving ZIP Codes:53201, 53202, 53204, 53207, 53208

From the Business:Haresh Gajera is a trusted Financial Professional dedicated to helping individuals and families build a secure and confident financial future. With a client-focused approach, he offers personalized guidance to support a wide range of financial goals, from wealth building and retirement planning to asset protection and long-term financial security. Haresh believes in understanding each client’s unique needs and creating practical strategies that align with their vision for the future. Through clear advice, thoughtful planning, and a commitment to lasting relationships, he helps clients make informed decisions with confidence and peace of mind.Read more

Business Offers

Ratings & Reviews for Financial & Taxation Services

perm_identityMehta
calendar_month5 days ago

VVS Financial Services provided excellent guidance and made financial planning much easier to understand. Srinivas was patient, professional, and took the time to understand our goals before discussing suitable strategies. I highly recommend their personalized approach.

perm_identitySruthi
calendar_month6 days ago

Excellent financial planning experience with VVS Financial Services. Srinivas is approachable, knowledgeable, and takes the time to explain important financial decisions. I especially appreciated the guidance around retirement and investment planning. Highly recommended for anyone looking for professional financial guidance.

perm_identityArthi
calendar_month7 days ago

I had a great experience with VVS Financial Services. The guidance on retirement planning, investments, and long-term financial goals was clear and easy to understand. Srinivas genuinely focuses on the client's needs rather than simply recommending products.

perm_identityAmit
calendar_month1 week ago

VVS Financial Services helped me look at my financial goals from a much clearer perspective. Their approach is organized, thoughtful, and focused on understanding individual circumstances. The communication was excellent throughout the process.

perm_identitymedha thakker
calendar_month1 week ago

Has always guided me and my business with best knowledge and expertise. Highly recommend them.

calendar_month1 week ago
perm_identitySneha

Very professional and knowledgeable financial advisor. Srinivas explained different financial options clearly and answered all my questions without making the process complicated. I appreciate the personalized attention and would definitely recommend VVS Financial Services.

grading
calendar_month2 weeks ago
perm_identityRaj Jose

I had a very good experience working with NSKT Global on a complex U.S. tax compliance matter involving amended returns and international reporting. The team provided clear guidance, detailed instructions, and timely responses throughout the process. I also found their client portal very helpful - the document upload process was straightforward, files were well organized, and the folder structure made it easy to keep track of the required documents. I particularly appreciated their attention to detail and their ability to make a complicated process easier to navigate. Based on my experience, I would recommend NSKT Global for complex U.S. tax compliance matters.

grading
calendar_month3 weeks ago
perm_identityMichael Bartlett

We worked with Nikhil at NSKT Global on a complex Streamlined Foreign Offshore Procedures filing and were very pleased with the technical execution. A few key highlights from our experience: • Fair Pricing: His rates are highly competitive for specialized cross-border tax work. • Seamless Client Portal: The secure document upload platform made organizing and submitting years of financial records straightforward and hassle-free. • Thorough & Fast Work: Nikhil completed the full filing package in just two weeks with exceptional attention to detail on the completed returns. We appreciate his expertise with offshore compliance and look forward to working with him again for ongoing tax needs.

grading
calendar_month3 weeks ago
perm_identityAbhishek Jha

I have received help from Nikhil and his team at NSKT in filing tax returns. He has very good knowledge of US and Indian tax laws. His work was very meticulous and through. He is also very responsive and informative which is a huge help while going through these complex processes. I recommend him for all your tax filing needs.

grading
calendar_month3 weeks ago
perm_identityAnita Schayot

NSKT Global has been doing our Federal taxes for a few years now and we are extremely pleased with their service. At first, we only had them doing our personal taxes. We added our business taxes when I decided to start a small business. We love that we don’t have to make any appointments, and bring our files to someone’s office. We can simply upload our information to their VERY secure portal and they perform their magic. The NSKT staff is extremely knowledgeable, professional and very responsive to all of our messages. Recently, NSKT Global added a new product to help businesses launch, grow, and scale through strategic digital marketing solutions. For someone with a small business, like me, that is absolutely awesome!!! I highly recommend NSKT Global. I know you will be as pleased as we are.

calendar_month3 weeks ago
perm_identityGregory Caviness

Fast, efficient service. Immediate attention to my special tax filing needs.

calendar_month1 month ago
perm_identityRajesh Patel

Excellent service from start to finish. They reviewed my documents carefully, identified eligible deductions, and completed everything on time. The communication was prompt and helpful

calendar_month1 month ago
perm_identityPriya Sharma

The tax filing process was smooth and clearly explained. Every question was answered patiently, and I felt confident that my return was prepared accurately. Highly recommended for professional tax services

calendar_month2 months ago
perm_identityVikram Mehta

Very professional, organized, and detail-oriented. They helped resolve my tax concerns and kept me informed throughout the process. I truly appreciated the personalized attention

calendar_month2 months ago
perm_identityNeha

Reliable tax professionals who genuinely care about getting things right. My filing was completed efficiently, and all my questions were addressed with clarity. I will gladly return next year

calendar_month2 months ago
perm_identityAnjali Reddy

I received knowledgeable guidance for both personal and small-business taxes. Complex tax matters were explained in simple language, making the entire experience stress-free

calendar_month4 months ago
perm_identityVenugopal Veeramaneni

Chetan did an outstanding job assisting me with an urgent tax amendment for a dependent claim required by a college for in-state tuition eligibility. His expertise was evident from the start—he grasped my tax situation instantly and completed the amendment quickly and accurately. He also provided insightful tax-saving recommendations. Chetan is a true professional and I highly recommend his services.

calendar_month4 months ago
perm_identityVenugopal Veeramaneni

Chetan did an outstanding job assisting me with an urgent tax amendment for a dependent claim required by a college for in-state tuition eligibility. His expertise was evident from the start—he grasped my tax situation instantly and completed the amendment quickly and accurately. He also provided insightful tax-saving recommendations. Chetan is a true professional and I highly recommend his services.

calendar_month5 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month5 months ago
perm_identityMario Diaz

Excellent Service ??

calendar_month6 months ago
perm_identityPal

Excellent tax filing service! The process was smooth and quick

calendar_month6 months ago
perm_identityGeorge Yetka

Excellent service. Very quickly maximized and prepared my return. Will be coming back next year.

calendar_month7 months ago
perm_identityCharlie Misch

My wife and I couldn’t recommend Chet Tooker more highly. I’ve known him since childhood, and beyond being a great friend, he’s an absolute professional. He did a fantastic job with our taxes - thorough, efficient, and completely stress-free. He makes the whole process simple and easy to understand, and he’s always patient with questions. Most importantly, he’s 100% trustworthy and genuinely cares about doing what’s best for his clients. If you’re looking for someone knowledgeable, reliable, and just great to work with, Chet is the best.

calendar_month7 months ago
perm_identityCelestial Industries LLC (Celestial Industries LLC)

Excellent service! Chet Tooker, CPA handles my tax return for my small business. And as an entrepreneur I’m able to trust his services and spend the year worry free!

calendar_month7 months ago
perm_identityJohn S

Chet is a true pro and a joy to work with. Easiest tax filing season of my adult life

calendar_month7 months ago
perm_identityJack

Chet was a pleasure to work with this year and severely reduced the stress of tax filing for my wife and I. His services are a tremendous value and we are excited to continue working with him year after year.

calendar_month7 months ago
perm_identityJared Smallwood

Reliable and thorough. Great value

calendar_month7 months ago
perm_identityJohn Yetka

This year was my first experience with using Chet's services! He did not disappoint! Very professional, very accommodating and always able to get in touch even on the weekend! I am recommending him to all my closet family and friends! It is very nice to have a down-to-earth accountant that is easy to talk too! Chet was also very punctual with getting our return ready for submission! 5 stars!

calendar_month7 months ago
perm_identityjim reck

A+ rating.. prompt , professional service. Friendly,well informed staff put my worries to ease.

calendar_month7 months ago
perm_identityChris Guerrero

Chet was great and incredibly easy to work with. I've done my own taxes for a while and this year's tax situation was more complicated than in the past. Chet took care of it all. He was very helpful and responsive throughout. Will be recommending Chet to friends and family.

calendar_month
perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

calendar_month
perm_identityPoonam Jayasankar Mattappillil

Does the tax filing process well! Explains your doubts/questions and flexible to work with. Would recommend ????

calendar_month
perm_identityjack airee

Professionals??

calendar_month
perm_identityjack airee

Professionals??

calendar_month
perm_identityjack airee

Professionals??

calendar_month
perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

calendar_month
perm_identitysavitha R

I certainly recommend to work with Easy Tax Filer!! So Friendly and easily approachable at anytime. Queries are addressed quickly.. Thank you for your guidance ??

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identityUtsav Shah

The best in the game ????

calendar_month
perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

calendar_month
perm_identitySaumyajit Chowdhury

Had a wonderful experience with this group. Was a seamless journey from application to return. Hardik was able to get me a very good return, both from state and fed. Would highly recommend ??.

calendar_month
perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

calendar_month
perm_identityVasundhara Sharma

Working with Hardik was a really good experience. He cleared all my doubts related to taxes, and always responded to my queries within an hour or two. ???? Will 100% recommend!

calendar_month
perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

calendar_month
perm_identityHet Shah

Got my tax filed easily! I did not have to worry about anything. Would recommend these guys??.

calendar_month
perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

calendar_month
perm_identityMohamad Okal

I choose Dattani & Partners, CPA because of how easy going, clear, useful and straightforward the entire process when it comes to accounting and auditing work, questions and feedbacks. They have a great experience with handling clients, clearly from the communication style used. It was very helpful for me as well because they also offer help and consultation via online meeting which doesnt require you to travel to their office. I’ve been very satisfied with them and I strongly recommend them ??

calendar_month
perm_identityHarsimran SINGH

His very nice ????

calendar_month
perm_identityHarsimran SINGH

His very nice ????

calendar_month
perm_identityHarsimran SINGH

His very nice ????

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