Macco Financial Group, Inc. of Allouez

Macco Financial Group, Inc. of Allouez is a Financial Planner in Allouez, WI, located at 1138 Main St. The firm serves near-retirees, wealth builders, and business owners with a team-based approach that aligns goals, investments, taxes, and legacy. Operating since 2004, the practice employs Certified Financial Planner professionals who act as fiduciaries, offering advice without kickbacks or proprietary products. The team assists clients through a structured process that begins with a free introductory call and moves through discovery and strategy meetings to develop coordinated plans. The business holds a rating of 4.50 based on customer reviews, reflecting a positive standing among those who have engaged with their services.

The firm utilizes the ALIGN Method, which integrates goals, taxes, and investments rather than treating them in isolation. The team includes partners Michael Macco and Patrick Stoa, both CFP and CIMA professionals, alongside financial advisors Andrew Froelich and Morgan Cain, client service specialists Stacie Kohn and Autumn Walsh, and paraplanner Ryan Robillard. This structure supports long-term relationships, with the firm positioning itself as a thought partner rather than a short-term money manager. The ALIGN Method evolves alongside the client’s life, ensuring that plans remain relevant as circumstances change.

Michael Macco has been named to the Forbes Best-in-State Wealth Advisors list for 2026. The team values integrity and excellence, striving for candid and transparent communication while following through on commitments. They coordinate with other professionals to support better financial decisions, emphasizing that their incentive is getting the plan and portfolio right for the client.

Macco Financial Group, Inc. of Allouez brings decades of collective experience to Allouez, helping residents navigate retirement and wealth building with a coordinated, fiduciary-led strategy.

The firm is situated on Main Street in Allouez, just 18 meters from the main road and about a quarter mile from North Webster Avenue and the Green Bay Community Center.

BizScoreAI gives Macco Financial Group a technical score of 89 out of 100, which means the website is secure and easy for search engines to read. The business also earns a discoverability score of 75 out of 100, ensuring AI crawlers can access every page to help recommend the firm.