For 25 years, Shepherd Express has turned to its readers to vote for the “best” the city has to offer: in food, retail, health, education, politics, and financial advice.
In 2015, Milwaukee voted Annex Wealth Management the area’s best “Socially Responsible Investment Advisor.”
“The award has special meaning to us because it is decided by everyday people – it isn’t simply determined by the size of your firm or its assets,” Annex Wealth Management President & CEO Dave Spano explained. “We take great pride in our presence in the community and we’re grateful that the people of Milwaukee see our heart.”
Advisory Services offered through Annex Wealth Management®, LLC. Securities offered through H. Beck, Inc Member FINRA & SIPC. Annex Wealth Management®, LLC and H. Beck, Inc are separate and unrelated companies. This site has been published for residents of: AZ, CA, CO, FL, IL, MN, NC, NH, SC, TN, TX & WI ONLY. By entering you certify you are a resident of one of those states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security.