Annex Wealth Management W Bluemound Rd, Elm Grove

I am incredibly grateful for all the assistance I've received. I supplied basic information about my financial situation and received a plan, education, and resources to help me with my next few steps. Instead of 1 answer to each question, I was provided options and education to make the right choice for myself. 10/10 would recommend.

I started with Annex about 12 years ago when I was a teenager. When I sat down for my appointment I specifically said I wanted mutual funds that averaged 13% growth over the life of the fund. I was told that there are no mutual funds like that, and the advisor made some recommendations, which I followed. He never asked me about my risk tolerance. 2 years ago I sat down for another appointment to review my investments with my Annex advisor, and said again that we wanted something that averaged 13% over the life of the fund, and again we were told that that doesn't really exist anymore. A year later we switched to a different company, and are currently invested in funds that have averaged at least 13% per year over the life of the fund. Those funds were out there, they just weren't discussed for some reason by my advisor at Annex. I'm still not sure why.

This team of experts makes me feel like my financial well being is in good hands. No future is certian however I feel like no matter what I'm in good hands.