Merritt Wealth & Retirement Advisors

Shorewood Financial Services is a reputable financial firm based in Pewaukee, WI. Specializing in comprehensive financial planning and investment management, the company assists clients in achieving their long-term financial goals. With a team of experienced professionals, Shorewood Financial Services offers personalized strategies tailored to each client's unique needs and objectives. Their commitment to transparency and integrity sets them apart as a trusted partner in financial planning. Generated from their business information

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.