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Annex Wealth Management
- Financial Services
- Elm Grove, WI
About this business
Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We’ve earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions. We believe that integrity, customer service and hard work are the foundatio... read more
Location details
200, 12700 W Bluemound Rd, Elm Grove, WI, 53122, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I started with Annex wealth management in Oct 2021. I had just lost my wife to covit and I needed to invest my wife's IRA He talked me into also investing my 401 at annex and he also wanted my IRA. Well it has been 21 months and it has cost me over 100000 dollars of witch they got over 16000 dollars and all they have done is lose money. I called and wanted to talk to somebody I could not talk to anybody for almost 2 weeks. They say they are a fiduciary. with that kind of bad service. I bought in my May reports and he would n... read more
Frequently asked questions about Annex Wealth Management
How is Annex Wealth Management rated?
Annex Wealth Management has a 3.4 star rating with 12 reviews.
When is Annex Wealth Management open?
Annex Wealth Management is closed now. It will open at 8:00 a.m.
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