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.

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would...
09/02/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

This article examines one's options when receiving a work bonus or other financial windfalls.

How literate are you when it comes to your finances? Brush up with these five basics.
08/26/2026

How literate are you when it comes to your finances? Brush up with these five basics.

🐾 Happy International Dog Day! 🐾Around here, dogs aren't just part of our families, they're part of our story. 💙Many of ...
08/26/2026

🐾 Happy International Dog Day! 🐾

Around here, dogs aren't just part of our families, they're part of our story. 💙

Many of you already know and love Bella, our friendly Labrador Retriever and unofficial/official Office Greeter. Whether she's greeting clients, making her rounds for extra pets, or simply brightening everyone's day, Bella reminds us that sometimes the best welcome comes with a wagging tail.

Today, Bella wanted to introduce the rest of the four-legged family behind our team! 🐶 Meet the pups who keep us company at home, join us on adventures, and remind us to enjoy life's simple moments.

Now it's your turn!

📸 Share a photo of your own furry family member in the comments and tell us their name. We'd love to celebrate all the amazing dogs that bring so much joy to our clients and community.

Happy International Dog Day from Bella, all of our pups, and everyone at SFA! 🐾💙

Protect yourself from identity theft.
08/19/2026

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
08/12/2026

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

🥫 Join Us in Fighting Hunger This August! 💙August celebrates Can-It-Forward, and this year we're especially honored to c...
08/10/2026

🥫 Join Us in Fighting Hunger This August! 💙

August celebrates Can-It-Forward, and this year we're especially honored to celebrate after receiving a Mayoral Proclamation recognizing Savaglia Financial Advisors' 26 year commitment of giving back to the community, having a strong dedication toward community involvement, and reaffirming our commitment to the beautiful community we serve.

One of the best ways we know to celebrate is by giving back.

That's why we've partnered with Feeding America Eastern Wisconsin to host a month-long food drive, and would love for our clients, friends, and neighbors to join us. Together, we can help provide comfort, hope, and nutritious meals to families right here in our community.

📅 When: August 1 – August 29
📍 Where: Savaglia Financial Advisors

We're collecting:
🥫 Nonperishable food items

Please note these food safety requirements:
✔️ Nonperishable food only
❌ No glass containers (they can break in collection barrels)
❌ Please don't place non-food items in the food donation bins. Even sealed non-food items require the entire barrel of food to be discarded due to health regulations. We'll have a separate collection bin available for non-food donations.

Can't make it to our office? You can still make a difference by donating online! Every dollar stays local, and just $1 helps provide up to 4 healthy meals for our neighbors in need.

🔗 Donate here: https://donors.feedingamericawi.org/-/NAXNMRGE

Every can. Every dollar. Every act of kindness makes a difference.
Thank you for helping us continue our commitment to serving the community.

Together, we can help more families Dream. Plan. Enjoy. 💙

A good professional provides important guidance and insight through the years. Explore what that means in this helpful p...
08/05/2026

A good professional provides important guidance and insight through the years. Explore what that means in this helpful piece.

A good professional provides important guidance and insight through the years.

✨ SFA Spotlight: Meet Dawn Ellis ✨If you've called or visited Savaglia Financial Advisors over the past couple of years,...
08/03/2026

✨ SFA Spotlight: Meet Dawn Ellis ✨

If you've called or visited Savaglia Financial Advisors over the past couple of years, there's a good chance you've been greeted by Dawn's friendly smile or helpful voice.

As one of our Client Services Representatives, Dawn is passionate about building relationships, helping clients navigate important moments, and making the financial planning process feel a little easier every step of the way. Whether she's assisting with tax-related questions, cheering on her boys at the baseball field, or spending time with family at the cabin, Dawn brings the same caring, dependable spirit to everything she does.

There's even a few fun facts you may not know about her... 🏍️👀

👉 Click here to read the full spotlight: https://www.dreamplanenjoy.com/our-blog

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains ...
07/29/2026

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains taxes. Learn more in our new article.

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

We are honored to be a part of such a wonderful community!
07/22/2026

We are honored to be a part of such a wonderful community!

On Tuesday, July 21, at the Common Council Meeting, Dan Bukiewicz issued a mayoral proclamation of appreciation to Savaglia Financial Advisors for its commitment to giving back to the City of Oak Creek.

Since 2020, Savaglia Financial Advisors has contributed nearly $20,000 to various Oak Creek community organizations and events. This includes sponsoring the music and nonprofit water sales at the Oak Creek Farmers Market and sponsoring July 4th Care Packages!

We couldn't do what we do in the City without your support.

Thank you so much for all you do to make Oak Creek a great place to live, work, and play.

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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