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MoneyWise Planning Group

  • Investment Service
  • Greenfield, WI
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About this business

FinanceInvestment Service

At MoneyWise Planning Group, investment strategies and solutions involve more than just thinking about yourself. Our business is built on a foundation of thoughtful client relationships and protecting you and your family. That is why we want to meet with you face-to-face to talk about being MONEYWISE for the future. 

Location details

7111 West Edgerton Avenue, Suite 302, Greenfield, WI, 53220, United States

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Mon8:30 a.m. to 5:00 p.m.
Tue8:30 a.m. to 5:00 p.m.
Wed8:30 a.m. to 5:00 p.m.
Thu8:30 a.m. to 5:00 p.m.
Fri8:30 a.m. to 5:00 p.m.
5.04 reviews
Sam Lee's profile image
Sam Lee 
7 months ago

Joe Roubik is awesome! I do my taxes with him every year! He is fast and efficient. Joe is a great financial advisor and helps me figure out how to best manage my money! 

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Alex Bernt 
2 months ago

Joe is an excellent financial planner. I would highly recommend him to anyone looking for help with their finances or taxes! 

Paul Kaiser's profile image
Paul Kaiser 
2 years ago

I would not recommend Joe Roubik to my worst enemy. He created brokerage accounts that charged us excessive trade fees. Put us in PDC Petroleum Development Corporation. They went belly up and lost most of our money. Put us in a variable life annuity that sucked us dry. When I asked him how much he charges, told me he does not work for free but would never disclose his actual charges. Stay away from Joe Roubik! 

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Jill Anderson 
3 years ago

I would never invest with Joe Roubik. He picks investments that make him the most money without considering you. I had a relative that invested all of her money with Joe Roubik. When she passed away over 15 years ago, I inherited several of her investments. Joe Roubik had picked these real estate G reit accounts that you’re unable to sell once you purchase. Instead, you must wait until the properties sell and receive payment that way. When I inquired if I could just give my interest away, I was told that wasn’t an opti... read more

Kevin Lee's profile image
Kevin Lee 
a year ago

Joe has always given great advice over the years and always looks out for my interests first. He is an excellent financial advisor and I highly recommend him. 

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Frequently asked questions about MoneyWise Planning Group

How is MoneyWise Planning Group rated?

MoneyWise Planning Group has a 5 star rating with 4 reviews. 

When is MoneyWise Planning Group open?

MoneyWise Planning Group is closed now. It will open tomorrow at 8:30 a.m.