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R&R Wealth Management, LLC

5.0
  • Investment Service
  • Waukesha, WI

About this business

FinanceFinancial ServicesInvestment Service

Location details

N14 W23900 Stone Ridge Drive, Waukesha, WI, 53188, United States

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.03 reviews
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Melissa Kelley's profile image
Melissa Kelley 
2 weeks ago

I’ve had a very positive experience with R&R Wealth Management and Bill Ernest. They are professional, responsive, and truly attentive to their clients. Bill is thorough and brings a high level of clarity to complex financial discussions. He takes the time to understand what matters most and thoughtfully builds a plan aligned with my priorities. He follows up consistently, revisits details as needed, and makes sure every decision is strategic and well-considered. Most importantly, I feel confident that Bill has my best int... read more

Bruce Buri's profile image
Bruce Buri 
2 months ago

I've used R&R Wealth Management as my financial advisor for several years now. They have offered great advice and offer a more holistic approach (making sure I'm set for insurance, have a retirement plan, etc.) rather than just being concerned about money alone. I would definitely recommend them to someone seeking a retirement plan! 

Emily Hepburn's profile image
Emily Hepburn 
a month ago

We brought our portfolio to R&R Wealth Management many years ago and have never looked back! Their responsiveness, depth of knowledge, and professionalism are all outstanding. As we continue to navigate life changes and plan for retirement, we will continue to rely on the R&R WM team as our trusted advisors! 

Josh R.'s profile image
Josh R. 
a year ago

R&R Wealth Management is an excellent company to work with. We’ve been working with Bill Ernest for the past couple of years and he is as good as it gets when it comes to financial planners. He is extremely knowledgeable, very organized, and has tremendous follow through. I can’t recommend Bill and R&R highly enough. 

Nicole R's profile image
Nicole R 
a year ago

I had the good fortune of meeting Bill when he did my 401k onboarding at a previous employer. We decided to engage with Bill and his team as our financial advisors based on his ability to explain complicated financial concepts in laymen's terms, his excellent follow-through and attention to detail, and his approachability. We have been with Bill for 2+ years now and have continuously been impressed with the top notch service he provides. He has kept us accountable in reaching our goals. Whether you are just starting out on y... read more

Frequently asked questions about R&R Wealth Management, LLC

How is R&R Wealth Management, LLC rated?

R&R Wealth Management, LLC has a 5 star rating with 3 reviews. 

When is R&R Wealth Management, LLC open?

R&R Wealth Management, LLC is open now. It will close at 5:00 p.m.