Morgan Kenwood Ltd

Morgan Kenwood Ltd is a Financial Planner in Greendale, WI. The firm helps individuals, families and small business owners with unbiased, fee-based financial planning and advisory services. Morgan Kenwood Advisors, LLC is derived from Morgan Kenwood, Ltd., originally founded in 1985. The firm serves those with a vision for their future, offering investments and retirement planning, wealth building and asset preservation. It holds a rating of 5.00 based on customer reviews.

Morgan Kenwood Advisors works with clients one-on-one, using industry specific tools and technical analysis to develop strategies. The firm crafts solutions and portfolios to fit a client’s personality and risk temperament. Areas of expertise include personal consultation, financial planning, employer sponsored plans such as 401(k), 403(b), 457 and SEP, and IRAs including Traditional, Roth and Rollover. The firm also assesses health, disability, life and long term care insurance needs.

The team is led by Lee Barczak, president and founder. He graduated from the University of Wisconsin Milwaukee and worked seven years as an educator with the Milwaukee Public School System before becoming a financial planner in 1982. Additional planners with expertise as certified financial planners and in insurance assist with plan development and research. The Client Services Team provides personal attention to clients.

The firm is known for its positive rating from the customers who have reviewed it.

Morgan Kenwood Ltd provides comprehensive financial planning and advisory services to the Greendale community.

The firm is situated on W Loomis Road, just 30 metres from West Loomis Road. It is located less than half a mile from Honey Creek, The Pond, and Konkel Park.

BizScoreAI awarded the business a Schema & Structure score of 100 out of 100. This excellent rating means the website uses structured data and clear headings so AI assistants and search engines understand the business offerings. BizScoreAI also gave a Technical score of 83 out of 100. This strong result confirms the website is secure and indexable, allowing search engines to read it without errors.