Address: 330 N 121st St, Wauwatosa, WI 53226



Equity Enterprises was conceived to provide our clients with objective answers to their questions about investments, retirements, insurance and financial and tax planning. Since 1977, our representatives have worked closely with the community in the metro Milwaukee area.

Equity Enterprises provides a full range of investment products, staffed by trained professionals who are dually licensed as registered securities representatives and insurance agents. Their experience and continuing efforts to keep abreast of product and investment development assure that your investment and estate planning needs will receive the quality attention you deserve.

Independence and Objectivity

Our company is independent, which allows us to freely select investment and insurance products from many different companies. Having this freedom leads to greater objectivity. Our objectivity is based on our long time experience in the investment and insurance industry.

You work very hard for your money and certainly have a variety of needs and financial objectives. The collective experience we have gained over the years enables us to understand both the personal and financial side of our clients. Our service begins long before we meet you! We take time to understand the markets we serve and then match products to individual needs. Our Objectivity is a practical exercise in judgement that matches quality investments and products to the personal and financial needs of each client.

Local • Professional • Knowledgeable