Spiegelberg Financial Services

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  • What We Do
  • Who We Are
    • Firm Profile
    • Staff
  • Resources
    • Resources Library
    • QuickReads
    • eBooks
    • Forms, Documents & Links
    • Refund Tracker
Get In Touch

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Select online apps from the list at the right. You'll find everything you need to conduct business with us.

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Document Exchange

NetClient CS

From the firm: Why taking a break can bring new insights

Take some time to step back and reevaluate so you can prepare for the second half of the year.

Read more about From the firm: Why taking a break can bring new insights ➞

Midyear business review

Plan a midyear review with these seven tips to help your business achieve its goals before the end of the year.

Read more about Midyear business review ➞

Financial planning 101

Make a sound financial plan for the future with these eight steps.

Read more about Financial planning 101 ➞

Breaking bad habits

Getting rid of bad habits isn’t easy…but it doesn’t have to be hard. Use these tips to deep-six the habits that no longer serve you.

Read more about Breaking bad habits ➞

Turn passion into profit

When you’re ready to turn your passion or hobby into a business, we have seven tips to get you started.

Read more about Turn passion into profit ➞

Life and living: Take a breather

Find your Om by visiting these meditation retreats scattered throughout the United States.

Read more about Life and living: Take a breather ➞

Mind flex: Sizzling summer streaming

Watch some of these highest-grossing and most popular summer blockbuster hits since 1975.

Read more about Mind flex: Sizzling summer streaming ➞

Self-care in the workplace? Yes, it's a thing.

Learn why self-care isn’t just important for your personal life anymore.

Read more about Self-care in the workplace? Yes, it's a thing. ➞

Have a fun—and affordable—staycation

Who says you need to travel to have a great vacation? Our latest article shows you how to plan a fun and affordable staycation.

Read more about Have a fun—and affordable—staycation ➞

From the firm: Growth in business and personal pursuits

Continue to focus on both personal and business growth with our suggested best practices.

Read more about From the firm: Growth in business and personal pursuits ➞

Back taxes 101

Unpaid taxes aren’t uncommon, but they can be detrimental to your finances. Here’s what you can do if you’re facing back taxes.

Read more about Back taxes 101 ➞

Stay on track: 5 budgeting apps for work and home

Do you know where your money is or where it’s going? These five budgeting apps will help you know your numbers.

Read more about Stay on track: 5 budgeting apps for work and home ➞

5 best practices for scaling your business

Follow these five best practices to help you successfully scale your business.

Read more about 5 best practices for scaling your business ➞

Upskill with learning platforms

Check out these learning platforms to help your team boost their skills.

Read more about Upskill with learning platforms ➞

Life and living: Flower festival fun

You’ll get that floral feeling with these nine flower festivals taking place all over the world.

Read more about Life and living: Flower festival fun ➞
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Contact Us

Wauwatosa Office

11933 West Burleigh St
Wauwatosa, WI 53222

p:  (414) 777-1040

f:  (414) 777-1099

e: 

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Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners, 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Spiegelberg Financial Services. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Links provided from this web-site are strictly for informational purposes and are not an endorsement or recommendation of the site, company, content, or its sponsoring organization by Avantax or its affiliates. Spiegelberg Financial Services provides these links as a convenience to you, and has not tested any software or verified any information found at such sites. Risks are associated with the use of software and the information available on the Internet and you acknowledge and understand these risks before using any of these services. Content, links, and some material within this website may have been created by RootWorks and was not written or created by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

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