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Lotzer & Co., Inc. |
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Registered Investment Advisor |
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Referrals
As I have said on the home page, I don't hold myself out as a financial planner. I focus my business on investment management and I recommend my clients find a good attorney, accountant and Insurance Agent. That does not mean I don't have opinions about each of these areas and if you ask me, I'll be more than happy to give you my opinions. Please recognize that some of these people work at firms where your need may not be met by this contact, but they can refer you to the correct person in their firm.
Attorneys
Following are attorneys I have worked with in the past. As I said on
the Client Center page, listing these attorneys does not mean that I am
recommending that you hire them.
Quarles & Brady
411 E. Wisconsin Ave.
Milwaukee, WI 53202
(414) 277-5121
Practice Areas; Estate Planning/Probate, Taxation, Business Succession Planning, Tax-Exempt Organizations.
Accountants
Following are accountants I have worked with in the past. As I said
on the Client Center page, listing these accountants does not mean that I am
recommending you hire them.
Daniel A. Wasserman, CPA
4369 S. Howell Ave. Suite 206
Milwaukee, WI 53207
(414) 744-7079
Practice Areas; Small Business Accounting/Taxes, Individual and Family Income Taxes
Terri M. Lillesand, CPA
Schenck Business Solutions
200 E. Washington Street
Appleton, WI 54911
(920) 458-0341
lillesandt@schencksolutions.com
Practice Areas; Small Business Accounting/Taxes, Individual and Family Income Taxes
Pete Wautlet
Virchow, Krause & Co.
204 E. Commerce St.
Elkhorn, WI 53147
(262) 723-3243
Practice Areas; Small Business Accounting/Taxes, Individual and Family Income Taxes
Insurance Agents
Following are Insurance Agents I have worked with in the past. As I
said on the Client Center page, listing these accountants does not mean I
am recommending that you hire them.
Joyce Schallock
Jack C. Loyda & Assoc.
4414 N. Oakland Ave.
Shorewood, WI 53211
(414) 332-5150
Practice Areas; Life, Health Property & Casualty