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Top Financial Services Firms in Milwaukee

Ratings Updated: June 27, 2026

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260 Companies

Country: United States

State: Wisconsin

City: Milwaukee

List of the Top Milwaukee Financial Services Companies

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CSTMR

4.9 7 reviews
Verified

$50,000+

$200 - $300 / hr

10 - 49

Serves Milwaukee, WI

Services provided

20% Search Engine Optimization

15% Pay Per Click

15% Web Design +5 services

10% Advertising

10% Branding

10% Content Marketing

10% Digital Strategy

10% Social Media Marketing

CSTMR is a digital marketing agency that specializes in branding, web development, and digital marketing strategies, particularly within the fintech and financial services sectors. Across the reviews, 100% of clients praised their project management, noting timely and effective communication. Approximately 83% highlighted CSTMR's ability to deliver impressive results, such as tripled website traffic and enhanced brand positioning. The consistent theme in feedback emphasized their deep industry knowledge and commitment to client success.

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Reviews mention Team players
Clients regard CSTMR Digital Marketing as true partners, emphasizing their accessibility and commitment. One client highlighted that the team feels like an extension of their own, showcasing effective collaboration through regular communication and project management tools. The sentiment is overwhelmingly positive, with no suggestions for improvement noted, reflecting strong team player attributes and a commitment to understanding client needs.

SEO, Digital Strategy & Content Mktg for Loan Origination Co

4.5 Jun 10, 2024

Our project manager has been phenomenal in ensuring their team and I are on point with deliverables. Rory H’s attention to detail and presence during each and every weekly call are some of the reasons we went with CSTMR. They haven’t just assigned us to an account manager; instead, we get to sit with one of the company’s founders every week and glean his wisdom and insights.
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Website & CRM for Public Risk Pool

5.0 Apr 24, 2019

They’re accessible, easy to work with, and committed to our organization. Rory (CEO, CSTMR Digital Marketing) and Jack (Co-Founder, CSTMR Digital Marketing) have been true partners every step of the way. They and their remote team invested time to understand our needs and the tools we wanted. They’re an extension of our team.
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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
In recent reviews, clients have praised CSTMR for their deep understanding of the fintech space and effective rebranding strategies. One client noted a tripling of website traffic and customer roster after a comprehensive engagement, highlighting CSTMR's responsiveness and methodical project management. Feedback emphasized the team's impressive knowledge in content, branding, and design, with no significant areas for improvement mentioned. Overall, the sentiment reflects strong satisfaction and confidence in CSTMR's capabilities.
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Average Project Cost Breakdown

$50,000 to $199,999 (2) $10,000 to $49,000 (1) $200,000 to $999,999 (1)

What Clients Have Said
Client feedback regarding CSTMR's overall cost and value for money is predominantly positive. For instance, one client noted a significant increase in website traffic and customer base, indicating strong ROI. Another mentioned a project investment of $210,000, which resulted in a tripling of demo requests and high-intent leads. Clients frequently highlight CSTMR's commitment to delivering tailored solutions and their effective project management, reinforcing the sentiment that their services provide substantial value relative to cost.
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Carrollton, Georgia (1) Livonia, Michigan (1) Minneapolis, Minnesota (1) Princeton, New Jersey (1) Albany, New York (1) Palo Alto, California (1)

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Talent Formula

5.0 2 reviews
Verified

$25,000+

Undisclosed

250 - 999

Serves Milwaukee, WI

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

30% AI Agents

Talent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read more
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Industry Experience

Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisure

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.
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HRBoost, LLC.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Libertyville, IL

Services provided

10% Accounting

30% HR Consulting

20% HR Outsourcing +2 services

20% Recruiting

20% Staffing

HRBoost, LLC. Is a HR Consulting company. The Libertyville, Illinois-based agency was founded in 2010. Their services include HR Consulting and Staffing.
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Garrington Capital

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Deerfield, IL

Services provided

50% Financial Advising & Planning

50% Funding & Investment

Garrington Capital is a midsize Toronto, Canada-based Financial Advising & Planning and Funding & Investment company. The team offers Financial Advising & Planning and Funding & Investment.
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Deerfield, IL

570 Lake Cook Road, Suite 120
Deerfield, IL 60015
6 - 9

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Oakwood Wealth Management

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Caledonia, WI

Services provided

60% Financial Consulting

40% Financial Advising & Planning

Oakwood Wealth Management is a Caledonia, Wisconsin-based Financial Consulting company. Their services include Financial Consulting and Financial Advising & Planning.
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Enterforce, Inc.

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Kenosha, WI

Services provided

30% Accounting

40% Recruiting

30% Recruitment Process Outsourcing

In Kenosha, Wisconsin, Enterforce, Inc. Is a Recruiting company. The team specializes in Recruiting and Accounting.
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TMI Consulting, LLC

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Milwaukee, WI

Services provided

25% Accounting

25% Business Consulting

25% Cybersecurity +1 service

25% Financial Advising & Planning

Founded in 2001, TMI Consulting, LLC is a Cybersecurity company. The team specializes in Cybersecurity and Business Consulting.
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Vista360, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

East Troy, WI

Services provided

50% Business Consulting

50% Financial Advising & Planning

Vista360, LLC is a small Business Consulting and Financial Advising & Planning company in East Troy, Wisconsin. Their services include Business Consulting and Financial Advising & Planning.
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Global Resources, LLC

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Northbrook, IL

Services provided

30% Accounting

50% Business Consulting

20% Business Valuation Services

Global Resources, LLC is a Business Consulting company. Their midsize team is based in Northbrook, Illinois and offers Business Consulting and Accounting. The company was established in 2011.
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PPG Partners, LLC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Kenosha, WI

Services provided

20% Accounting

40% Business Consulting

20% Financial Advising & Planning +1 service

20% Tax Law

Founded in 1962, PPG Partners, LLC is a Business Consulting company. Their team provides Business Consulting and Accounting.
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Frank Sterbin CPA, SC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Racine, WI

Services provided

30% Accounting

30% Business Consulting

20% Business Valuation Services +1 service

20% Tax Law

Established in 1981, Frank Sterbin CPA, SC is a Business Consulting company. Based in Racine, Wisconsin, the team provides Business Consulting and Accounting.
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Ageatia Global Solutions

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Schaumburg, IL

Services provided

10% Accounting

20% Robotics Process Automation

10% AI Development +7 services

10% Corporate Training & Coaching

10% Custom Software Development

10% Engineering

10% IT Staff Augmentation

10% Mobile App Development

5% Cloud Consulting & SI

5% Cybersecurity

Ageatia Global Solutions is a Robotics Process Automation company. The Schaumburg, Illinois-based agency provides Robotics Process Automation and IT staff augmentation.
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Ability to deliver

Focus

Proven

Market Leaders

Emerging

Niche

Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 Accountful Advising

A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.

By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More

Focus (x-axis)

Focus accounts for a company’s specialization within a certain service.

Ability to Deliver (y-axis)

Ability to Deliver considers three criteria:

Client feedback and reviews
Work experience and previous projects
Market presence and reputation in the industry

List of the Top 1 Milwaukee Financial Services Companies

Accountful Advising

$1,000+

$100 - $149 / hr

2 - 9

Milwaukee, WI

Ability to deliver

23.4/40.0

16.6/20 Reviews

2.8/10 Clients & Experience

4/10 Market Presence

Service focus

100% Accounting

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ILRAA Data & Analytics

$1,000+

$50 - $99 / hr

10 - 49

Milwaukee, WI

Ability to deliver

6.4/40.0

0/20 Reviews

2.4/10 Clients & Experience

4/10 Market Presence

Service focus

10% Accounting

90% Other

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Wipfli

Undisclosed

$100 - $149 / hr

1,000 - 9,999

Milwaukee, WI

Ability to deliver

5.9/40.0

0/20 Reviews

0/10 Clients & Experience

5.9/10 Market Presence

Service focus

80% Accounting

20% Other

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Sorge CPA

Undisclosed

Undisclosed

10 - 49

Milwaukee, WI

Ability to deliver

5.3/40.0

0/20 Reviews

0/10 Clients & Experience

5.3/10 Market Presence

Service focus

100% Accounting

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The VanderBloemen Group

Undisclosed

Undisclosed

10 - 49

Brookfield, WI

Ability to deliver

5.2/40.0

0/20 Reviews

0/10 Clients & Experience

5.2/10 Market Presence

Service focus

80% Accounting

20% Other

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Terrence Rice, CPA

$1,000+

$50 - $99 / hr

2 - 9

Milwaukee, WI

Ability to deliver

4.9/40.0

0/20 Reviews

0/10 Clients & Experience

4.9/10 Market Presence

Service focus

50% Accounting

50% Other

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Lockwood Enterprises

$1,000+

$150 - $199 / hr

2 - 9

West Allis, WI

Ability to deliver

4.6/40.0

0/20 Reviews

0/10 Clients & Experience

4.6/10 Market Presence

Service focus

40% Accounting

20% Financial Advising & Planning

40% Other

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Chortek LLP

Undisclosed

Undisclosed

50 - 249

Vernon, WI

Ability to deliver

8.4/40.0

0/20 Reviews

1.8/10 Clients & Experience

6.6/10 Market Presence

Service focus

50% Accounting

50% Other

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Brew City Accounting and Tax

Undisclosed

Undisclosed

2 - 9

Muskego, WI

Ability to deliver

8.4/40.0

3.2/20 Reviews

0/10 Clients & Experience

5.2/10 Market Presence

Service focus

100% Accounting

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Keil Financial Partners

$1,000+

< $25 / hr

2 - 9

New Berlin, WI

Ability to deliver

5.6/40.0

0/20 Reviews

0/10 Clients & Experience

5.6/10 Market Presence

Service focus

100% Financial Advising & Planning

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Accounting Freedom, Ltd.

$5,000+

Undisclosed

10 - 49

Grafton, WI

Ability to deliver

8.2/40.0

0/20 Reviews

2.7/10 Clients & Experience

5.5/10 Market Presence

Service focus

100% Accounting

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Smart Solutions CPA

$1,000+

$50 - $99 / hr

10 - 49

Kenosha, WI

Ability to deliver

8.6/40.0

0/20 Reviews

2.5/10 Clients & Experience

6.1/10 Market Presence

Service focus

100% Accounting

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Wisdom Insurance

Undisclosed

Undisclosed

2 - 9

Pewaukee, WI

Ability to deliver

4.6/40.0

0/20 Reviews

0/10 Clients & Experience

4.6/10 Market Presence

Service focus

100% Insurance Services & Brokers

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Wilson Small Business Accounting

Undisclosed

Undisclosed

2 - 9

Delafield, WI

Ability to deliver

4.6/40.0

0/20 Reviews

0/10 Clients & Experience

4.6/10 Market Presence

Service focus

95% Accounting

5% Other

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Mowery & Schoenfeld

$1,000+

$50 - $99 / hr

50 - 249

Lincolnshire, IL

Ability to deliver

25.4/40.0

16.2/20 Reviews

2.2/10 Clients & Experience

7/10 Market Presence

Service focus

100% Accounting

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Fiscal Advocate, Inc.

$50,000+

$150 - $199 / hr

10 - 49

Highland Park, IL

Ability to deliver

22.9/40.0

18/20 Reviews

0/10 Clients & Experience

4.9/10 Market Presence

Service focus

10% Accounting

90% Other

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