Our professional advisors accommodate diverse client needs ranging from simple to highly sophisticated. We serve many wealthy individuals, including corporate executives, attorneys, physicians, business owners, family trusts and others. We provide comprehensive, integrated services encompassing investment advisory, tax, retirement and estate planning.

Certain triggering life events often serve as an impetus for Clients to seek our services:

  • Pending retirement (e.g. rollover of retirement plan assets)
  • Loss of a loved one
  • Inheritance
  • Divorce
  • Sale of a business or real estate
  • Relocation

These and other life events can be stressful, and anxiety over investments and taxes only exacerbates personal stress. At Kyle Financial Services, Inc. we strive to minimize anxiety over finances by helping Clients to prudently plan their finances around these events and the uncertainties that lie ahead.

Contact Information

10850 West Park Place, Suite 500
Milwaukee, Wisconsin 53224

Telephone (414) 359-2020
Facsimile (414) 359-2120

Conveniently located in Two Park Plaza, the eastern “tower” at the Good Hope Road exit of Highway 45.
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Get the Facts

Contact Us

10850 West Park Place, Suite 500
Milwaukee, WI 53224
Phone: (414) 359-2020
Fax: (414) 359-2120
View map/directions