Spiegelberg Financial Services is a second-generation tax and accounting firm located in Wauwatosa, Wisconsin. Services offered include tax, accounting, payroll, and a wide variety of wealth management services. Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA (finra.org), SIPC (sipc.org). Insurance services offered through licensed agents of Avantax Planning Partners. The Avantax® entities are independent of and unrelated to Spiegelberg Financial Services. Please visit www.avantax.com/social_policy for more information.