Our group uses its experience, integrity and high level of service to help you achieve peace of mind on your journey towards a successful retirement.
We believe that understanding what is important to you is critical in being able to help you. Once we understand your unique financial goals, we design and manage a plan unique to you.
Over time, we stay in constant communication with you to keep you informed of your progress and to make any necessary changes to your plan.
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-Stephen Covey
Morgan Stanley Smith Barney announced on February 14, 2012, that Mark Filla has been promoted to Senior Vice President and Scott Latzke has been promoted to First Vice President.
In the October 21, 2011 edition of the Milwaukee Business Journal, The Filla Latzke Group was recognized as one of the Top Wealth Advisor Groups in Milwaukee. For a copy of the article, please send us an email.
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