Financial Services locations near Mequon, WI

Showing 1–10 of 10 results

We track 10 financial services listings in and around Mequon, WI. Listings here were last checked in Jul 2026.

Edward Jones - Financial Advisor: Matt Clinton

Investment Services

📍 10940 North Port Washington Rd, Mequon, WI, 53092

📞 262-241-8811

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Marc Mrugala

Investment Services

📍 108 E Freistadt, Thiensville, WI, 53092

📞 262-242-2830

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Richmond Financial Services, LLC

Financial Planning & Financial Planners

📍 7105 W Mequon Rd, Mequon, WI, 53092

📞 262-242-4200

🌐 www.richmondfinc.com

Richmond Financial Services, LLC is an experienced financial planner and adviser on retirement planning, estate planning, and wealth and asset management.