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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

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  • United States Of America
    9

Savaglia Financial Advisors's Leadership

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

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
  • Stylized image of a person
    D. S.
    Owner / Ceo / Financial Advisor
    United StatesWisconsin
    Jun 17, 2024
  • Stylized image of a person
    C. S.
    Owner / Ceo / Financial Advisor
    United StatesWisconsin
    Apr 15, 2026
  • Stylized image of a person
    J. H.
    Client Relationship Manager And Director Of Marketing And Client Services
    United States
    Sep 15, 2024
  • Stylized image of a person
    L. D.
    Financial Advisor
    United StatesWisconsin
    Apr 19, 2024
  • Stylized image of a person
    J. R.
    Client Service Professional
    United StatesWisconsin
    Oct 24, 2025
  • Stylized image of a person
    H. J.
    Client Account Administrator
    United StatesWisconsin
    May 30, 2026
  • Stylized image of a person
    T. I.
    Operations
    United StatesWisconsin
    Oct 16, 2024
  • Stylized image of a person
    K. S.
    Compliance Officer At Savaglia Financial Advisors
    United StatesWisconsin
    Nov 17, 2025

Frequently Asked Questions

What is Savaglia Financial Advisors known for?

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Savaglia Financial Advisors was founded in 1999 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Savaglia Financial Advisors's company overview page for more information.

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

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Savaglia Financial Advisors employees' email format typically follows the pattern of . 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?

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Savaglia 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?

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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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