Savaglia Financial Advisors

Savaglia Financial Advisors Helping our clients realize their dreams through planning and investment management. What’s important is that you start investing for your future now.

As your personal financial advisor, our top priority is helping you with investment management and retirement planning. Our personal financial advisors will develop a plan that is customized to meet your financial goals and your retirement lifestyle at the age at which you wish to retire. You’ll receive personal attention on every aspect of money management, including investment services, retireme

nt savings, and insurance coverage. We’ll find the investments best suited for you by looking at your needs, wants, goals and desires. Once you establish your financial goals, we can customize your investment plan and then measure your progress. By engaging in risk management and evaluating the time-frame for your various goals, we will develop the best financial plan to help you achieve your goals. The guarantee you’ll get from us is an open line of communication every year. As your Milwaukee-based investment representatives, we will be accessible and willing to answer your investment questions when you need answers. Don’t think that you have too little money to invest; the amount of your investment doesn’t matter to us. Savaglia Financial Advisors is committed to helping you define your long-term financial goals, assess your current financial situation, and implement a plan to help you achieve a worry-free retirement.

Have you used a junk-drawer approach to manage your investments?
07/15/2026

Have you used a junk-drawer approach to manage your investments?

It's easy to let investments accumulate like old receipts in a junk drawer.

🌟 Savaglia Spotlight: Meet Miguel, Financial Planning Intern 🌟At Savaglia Financial Advisors, we believe great financial...
07/09/2026

🌟 Savaglia Spotlight: Meet Miguel, Financial Planning Intern 🌟

At Savaglia Financial Advisors, we believe great financial planning is about more than helping clients today, it’s also about investing in the next generation of professionals who will help families dream, plan, and enjoy for years to come.

This month, we're excited to introduce Miguel, our Financial Planning Intern. While he's only been with SFA for a few short weeks, his enthusiasm for learning, passion for helping others, and genuine curiosity about the financial planning profession have already made a lasting impression on our team.

Click the link below to read more about Miguel!

https://www.dreamplanenjoy.com/our-blog

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tel...
07/08/2026

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tell you what you'd need to earn.

Work backwards from your savings goal to find the rate of return you'd need to get there.

Secrets of the Temple: How the Federal Reserve works.
07/01/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
06/24/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Today, we’re celebrating the dads of SFA — the ones who balance market updates, client meetings, family schedules, life ...
06/21/2026

Today, we’re celebrating the dads of SFA — the ones who balance market updates, client meetings, family schedules, life lessons, dad jokes, and everything in between. 👔💙

To the fathers in our office: thank you for the care, leadership, patience, and work ethic you bring not only to our team and the families we serve, but to your own families every single day.

Whether they’re helping clients plan for the future, coaching from the sidelines, fixing things that “don’t need the instructions,” or reminding everyone to turn the thermostat down, they somehow do it all. 😄

Please join us in wishing our three office dads a very Happy Father’s Day! 👏

In observance of the federal holiday, both the market and our office are closed today. We’ll be back tomorrow during nor...
06/19/2026

In observance of the federal holiday, both the market and our office are closed today. We’ll be back tomorrow during normal business hours and look forward to connecting with you then!

We are excited to see many of you at German Fest again this year!
06/19/2026

We are excited to see many of you at German Fest again this year!

🖤❤️💛A Heartfelt "DANKESCHÖN" to Our Amazing Sponsors!

We couldn’t do it without you! Your support allows us to bring the spirit of German Fest to life, celebrating traditions, fostering community, and creating unforgettable moments for our festival-goers.

Your contributions not only help us build a vibrant and welcoming festival space but also ensure the success of this amazing fest!

From everyone at German Fest, a heartfelt 🎉"DANKESCHÖN"🎉 for your generosity and partnership. Together, we’re keeping the celebration alive!

When was the last time you paid yourself first?
06/17/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

Does your business have a retirement strategy that fits your short, long-term needs?
06/10/2026

Does your business have a retirement strategy that fits your short, long-term needs?

To choose a plan, it’s important to ask yourself four key questions.

Address

7300 S 13th Street, Ste 103
Oak Creek, WI
53154

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 3pm

Telephone

(414) 768-1984

Website

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