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Savaglia Investments and Planning

Milwaukee Based Financial Planners - Working With You At Any Stage Of Your Life!!

414-768-1984
info@savaglia.com

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. And when you have retirement in sight, those sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As financial professionals...

  • We are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that carefully balances investment strategies with preserving principal.

  • Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to reap those rewards. We enjoy helping people build a solid financial foundation for the future.

We invite you to check out all the material on my website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.

Savaglia Investments and Planning is an independent, full-service financial planning firm and was founded in 1999. It is owned by Don and Karen Savaglia. Don is the CEO and Lead Wealth Manager/Financial Advisor; Karen is President and is responsible for all compliance and operations management. Savaglia Investment & Planning was established with a fresh perspective and a different approach to building client relationships. We work with people in every stage of life with any level of wealth. 

Our team consists of experienced investment professionals who hold advanced designations and degrees. We are dedicated professionals that are here to help navigate you through your financial journey. We believe that financial planning is much more than investments, so we take a customized approach to creating plans that address every aspect of your personal financial life, goals and dreams.

You can relax knowing you are working with someone who has your best interests in mind.

We ARE your local, personal Financial Advisors!