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Savaglia Financial Advisors Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

Savaglia Financial Advisors operates in the financial services sector, offering personalized investment management and retirement planning tailored to individual financial goals and desired retirement lifestyle. Based in Milwaukee, the firm emphasizes ongoing, one-on-one attention to money management, including investment services, retirement savings, and insurance coverage, with the aim of creating customized plans and measuring progress over time. Its approach centers on assessing clients’ needs, goals, and risk tolerance to develop a plan that supports a secure retirement, regardless of the initial investment size. The company positions itself as accessible to clients through an open line of communication each year, and it partners with Osaic Wealth, Inc. to provide securities and investment advisory services. The organization is located in Oak Creek, Wisconsin, and operates with a small team, focusing on individualized guidance for individuals seeking long-term financial planning.

Find Savaglia Financial Advisors employees' phone numbers or email addresses

Savaglia Financial Advisors Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

Savaglia Financial Advisors's Leadership

  • Owner / Ceo / Financial Advisor at Savaglia Financial Advisors
    D. S.
    Owner / Ceo / Financial Advisor
    Mobile Phone
  • Owner / Ceo / Financial Advisor at Savaglia Financial Advisors
    C. S.
    Owner / Ceo / Financial Advisor
    Mobile Phone
  • Client Relationship Manager And Director Of Marketing And Client Services at Savaglia Financial Advisors
    J. H.
    Client Relationship Manager And Director Of Marketing And Client Services
    Mobile Phone
  • Financial Advisor at Savaglia Financial Advisors
    L. D.
    Financial Advisor
    Mobile Phone
  • Client Service Professional at Savaglia Financial Advisors
    J. R.
    Client Service Professional
    Mobile Phone
  • Client Account Administrator at Savaglia Financial Advisors
    H. J.
    Client Account Administrator
    Mobile Phone
  • Operations at Savaglia Financial Advisors
    T. I.
    Operations
    Mobile Phone
  • Compliance Officer At Savaglia Financial Advisors at Savaglia Financial Advisors
    K. S.
    Compliance Officer At Savaglia Financial Advisors
    Mobile Phone

Savaglia Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other
  • Legal

Contact profiles from Savaglia Financial Advisors

Name
Title
Contact
Location
Last Update
  • Owner / Ceo / Financial Advisor at Savaglia Financial Advisors
    D. S.
    Owner / Ceo / Financial Advisor
    Mobile Phone
    United States, Wisconsin
    Jun 17, 2024
  • Owner / Ceo / Financial Advisor at Savaglia Financial Advisors
    C. S.
    Owner / Ceo / Financial Advisor
    Mobile Phone
    United States, Wisconsin
    Apr 15, 2026
  • Client Relationship Manager And Director Of Marketing And Client Services at Savaglia Financial Advisors
    J. H.
    Client Relationship Manager And Director Of Marketing And Client Services
    Mobile Phone
    United States
    Sep 15, 2024
  • Financial Advisor at Savaglia Financial Advisors
    L. D.
    Financial Advisor
    Mobile Phone
    United States, Wisconsin
    Apr 19, 2024
  • Client Service Professional at Savaglia Financial Advisors
    J. R.
    Client Service Professional
    Mobile Phone
    United States, Wisconsin
    Oct 24, 2025
  • Client Account Administrator at Savaglia Financial Advisors
    H. J.
    Client Account Administrator
    Mobile Phone
    United States, Wisconsin
    May 30, 2026
  • Operations at Savaglia Financial Advisors
    T. I.
    Operations
    Mobile Phone
    United States, Wisconsin
    Oct 16, 2024
  • Compliance Officer At Savaglia Financial Advisors at Savaglia Financial Advisors
    K. S.
    Compliance Officer At Savaglia Financial Advisors
    Mobile Phone
    United States, Wisconsin
    Nov 17, 2025

Frequently Asked Questions

What is Savaglia Financial Advisors known for?

Minus sign iconPlus sign iconSavaglia Financial Advisors was founded in 1999 and operates in the Financial Services industry. You can contact Savaglia Financial Advisors's main corporate office by phone at
+1-414-768-****
. Explore Savaglia Financial Advisors's company overview page for more information.

What is Savaglia Financial Advisors's most common email format?

Minus sign iconPlus sign iconSavaglia Financial Advisors employees' email format typically follows the pattern of First@savaglia.com. Trying to find reliable and up-to-date employee contact data? Find more Savaglia Financial Advisors email formats with LeadIQ.

How many employees does Savaglia Financial Advisors have currently?

Minus sign iconPlus sign iconSavaglia Financial Advisors has approximately 10 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Savaglia Financial Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Savaglia Financial Advisors's key employees include:

  • Owner / Ceo / Financial Advisor: D. S.
  • Owner / Ceo / Financial Advisor: C. S.
  • Client Relationship Manager And Director Of Marketing And Client Services: J. H.
  • Financial Advisor: L. D.
  • Client Service Professional: J. R.

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