Intrua Financial

Intrua Financial is a financial planning and investment advisory firm offering wealth management, retirement planning, estate and legacy planning, risk management, and tax strategy. Its Brookfield office has a team of financial advisors, planners, and an investment consultant, several of whom hold CFP designations.

The Brookfield branch is at 675 N. Barker Road in Brookfield, Wisconsin, and its office hours are weekdays during the business day. Advisors can be reached directly by phone or email, and the site offers an online way to book a meeting with some of them. Securities are offered through LPL Financial, and investment advice is offered through Intrua Financial.