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Retirement Plan SolutionsFinancial advisor in Waukesha, WI

Retirement Plan Solutions is a financial advisor at 734 Clinton St, Waukesha, WI 53186, ranked #37 of 234 financial advisors in Waukesha and rated 5.0 from 7 Google reviews. Open Monday to Friday.

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) 641-0800Website ↗

Key facts

Key facts about Retirement Plan Solutions
Address734 Clinton St, Waukesha, WI 53186Get directions
Phone(262) 641-0800
Websiterplansolutions.com
HoursMonday to Thursday: 8 AM – 4 PM; Friday: 8 AM – 2 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: New Berlin, Brookfield, Sussex, Muskego, West Allis, Greenfield, Wauwatosa, Greendale, Franklin, Menomonee Falls and Oconomowoc.

Based in Waukesha, WIView on map

Opening hours

Opening hours for Retirement Plan Solutions
DayHours
Monday8 AM – 4 PM
Tuesday8 AM – 4 PM
Wednesday8 AM – 4 PM
Thursday8 AM – 4 PM
Friday8 AM – 2 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Retirement Plan Solutions

How is Retirement Plan Solutions ranked in Waukesha?

Retirement Plan Solutions is ranked #37 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 Retirement Plan Solutions’ hours?

Retirement Plan Solutions is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 4 PM; Friday, 8 AM – 2 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Retirement Plan Solutions serve?

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

Retirement Plan Solutions 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 Retirement Plan Solutions?

Call Retirement Plan Solutions on (262) 641-0800. The business is at 734 Clinton St, Waukesha, WI 53186. 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

Retirement Plan Solutions compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Retirement Plan Solutions (this business)—665.0 (7)NoNo
Keil Financial Partners#35665.0 (12)NoNo6.8 mi
Kave Family Financial#36664.9 (7)NoNo2.1 mi
Merritt Wealth & Retirement Advisors of Raymond James#38665.0 (7)NoNo3.5 mi

See all 234 ranked financial advisors in Waukesha