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Northbound Financial ServicesFinancial advisor in Waukesha, WI

Northbound Financial Services is a financial advisor at 2607 N Grandview Blvd Ste 131, Waukesha, WI 53188, ranked #32 of 234 financial advisors in Waukesha and rated 5.0 from 7 Google reviews. Open Monday to Saturday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Waukesha, WIUpdated 0 paid placements in any rankingHow we rank

Call (262) 782-7224Website ↗

Key facts

Key facts about Northbound Financial Services
Address2607 N Grandview Blvd Ste 131, Waukesha, WI 53188Get directions
Phone(262) 782-7224
Websiteplanmember.com
HoursMonday to Thursday: 9 AM – 6 PM; Friday: 9 AM – 5 PM; Saturday: 10 AM – 12 PM
Google rating5.0 from 7 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Waukesha and 11 towns within 25 miles: Sussex, Brookfield, New Berlin, Muskego, Menomonee Falls, Wauwatosa, West Allis, Oconomowoc, Greenfield, Greendale and Germantown.

Based in Waukesha, WIView on map

Opening hours

Opening hours for Northbound Financial Services
DayHours
Monday9 AM – 6 PM
Tuesday9 AM – 6 PM
Wednesday9 AM – 6 PM
Thursday9 AM – 6 PM
Friday9 AM – 5 PM
Saturday10 AM – 12 PM
SundayClosed
  • Open evenings — no
  • Open Saturdays
  • Open Sundays — no

Questions about Northbound Financial Services

How is Northbound Financial Services ranked in Waukesha?

Northbound Financial Services is ranked #32 of 234 financial advisors in Waukesha by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Northbound Financial Services’ hours?

Northbound Financial Services is open Monday to Saturday. Its listed hours are Monday to Thursday, 9 AM – 6 PM; Friday, 9 AM – 5 PM; Saturday, 10 AM – 12 PM. On Saturdays it is open 10 AM to 12 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Northbound Financial Services serve?

Serves Waukesha and 11 towns within 25 miles: Sussex, Brookfield, New Berlin, Muskego, Menomonee Falls, Wauwatosa, West Allis, Oconomowoc, Greenfield, Greendale and Germantown. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Northbound Financial Services?

Northbound Financial Services has a rating of 5.0 from 7 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Northbound Financial Services?

Call Northbound Financial Services on (262) 782-7224. The business is at 2607 N Grandview Blvd Ste 131, Waukesha, WI 53188. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Northbound Financial Services compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Northbound Financial Services (this business)—665.0 (7)YesNo
Andrew Dadisman: Primerica - Financial Services#30665.0 (8)——1.4 mi
Landmark Credit Union#31663.6 (171)YesNo14.4 mi
Trident Financial#33665.0 (7)NoNo3.6 mi

See all 234 ranked financial advisors in Waukesha