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Details

General Info

The experienced professionals at Freedom Wealth Alliance can help provide clarity to your financial objectives and direction toward your goals. Our guidance is delivered with a level of integrity and reliability that keeps your needs at the forefront. As an independent firm, we have no proprietary products to sell and no sales quotas to meet, which means you receive recommendations that are objective. We help our clients build a foundation for their financial future. They appreciate the level of attention and service we provide, and our commitment to building longstanding relationships based on trust.

HoursOPEN NOW
Regular Hours:
Mon - Fri

Contact Info

Phone:

Main - 262-798-7979

Address:
675 N Barker Rd Ste 220 Brookfield, WI 53045
Email:

Other Emails:

Reviews

5
4 Reviews
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anonymous

08/26/12

5.0

Once again, Thank you to Kurt and his team. Incredible firm and wonderful people!

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anonymous

07/03/09

5.0

Rozman Wealth Management is highly recommended because of the level of personal service they deliver... when I walked in for my review they had my favorite soda and fresh baked cookies ready for me as I entered the astonishing meeting rooms. RWM delivers not only excellent service but also takes the time to get to know their customers. Birthday calls, client events, and a personalized touch to everything they do.

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anonymous

02/07/09

5.0

Rozman Wealth Management is definitely a business that goes out of its way to provide unmatchable services to ALL CLIENTS! A+

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anonymous

02/07/09

5.0

Rozman Wealth Management provides superior services to my wife and I. Their knowledgeable team and ability to remained focused on my situation in all circumstances proves their commitment, and care for all clients. Their ability to remain positive during economic hardship makes them the ultimate in the investment industry. Highly Recommended!

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Categories
Investment Management, Banks, Financial Planning Consultants, Financial Services, Investment Advisory Service
Payment Options
cash, debit, discover
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