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 foundations for everything else we do. We are committed to working with our clients as a fiduciary providing independent and unbiased advice. In doing so, we strive to provide objective, creative and focused planning. We educate and explain in order to help our clients understand their financial situation and assist in the decision-making process.
Company Details
- Employees
- 166
- Address
- 17950 W Corporate Dr, Suite 300,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.annexwealth.com
- Keywords
- fiduciary, finance, retirement, savings, financial advice, 401k, investment, advisor, technology, trust, team.
- HQ
- Brookfield, Wisconsin
Annex Wealth Management Questions
Annex Wealth Management's website is http://www.annexwealth.com
Annex Wealth Management's LinkedIn profile is https://www.linkedin.com/company/annexwealthmanagement
Annex Wealth Management has
166 employees.
View email and phone details for 166
employees at Annex Wealth Management.
Annex Wealth Management's industry is
Financial Services
Annex Wealth Management's top competitors are
Northwestern Mutual,
Annex Wealth,
Wealth Enhancement,
Artisan Partners,
Ellenbecker Investment Group,
Drake & Associates, Llc,
Kowal Investment Group,
Baird,
The Mather Group, Llc,
Johnson Financial Group.
Annex Wealth Management's categories are Financial Services
