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Granite Financial Group, LLC - Brookfield, WI

175 N. Patrick Boulevard
Suite 170
Brookfield, WI 53045-5857

Call Us: 262-792-1111


Granite Financial Group, LLC is one of Milwaukee’s finest independent investment firms with an interest in you and your future. With more than 60 years of combined experience, we can help you choose the path that is right for you. Small business owners, families saving for college, budding executives and experienced retirees all deserve to pursue their financial goals. Today’s economic environment brings challenges, and we strive to deliver on our goal by being the partner of choice. We get to know you as financial planners and friends through the hosting of client social events during the year. These events help in creating relationships built on integrity and trust. We provide advice for each unique situation to move you toward financial confidence and independence. You can count on us to be by your side for years to come.

Tom is well versed in finances and investments. With 26 years of experience, his preferred areas of focus include investment management, business retirement plans, retirement planning strategies and family finances. 

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With 35 years of experience, Ellen likes to focus on wealth preservation strategies, investment management, intergenerational planning and retirement planning strategies.

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Julie runs the day-to-day operations of Granite Financial Group. She is responsible for account processing, scheduling of appointments and client services including assistance with online account access.

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