Broker Check

Milwaukee Office

6320 West Forest Home Avenue

Milwaukee, WI 53220

The Acc-U-Rite Team

At Acc-U-Rite Tax & Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies *
  • Retirement investing and distribution strategies *
  • Estate conservation issues
  • Risk management analysis *

We also can answer your questions, including:

  • Can I retire early? *
  • Are my investments working hard enough? *
  • What’s a good approach for college savings? *
  • What are the elements of a sound estate strategy?

Do I have enough life insurance for my family?

* These services are offered by Jason R. Rose, Pamela Justus, and Paul S. Wickert through their affiliation with Avantax.


Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Paul S. Wickert, EA, ChFC, IAR

President

(414) 541-4900

(414) 541-6220

paul@acc-u-rite.com

Bachelors degree in economics from Carroll University in 1973. Joined Acc-U-Rite in 1984, passing the Enrolled Agent (EA) exam in 1985. Joined Avantax in 1993 with licensures for series 6,7,63,65 securities, WI Life, IAR and ChFC®.

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Jason R. Rose AFSP, IAR

Tax Preparer, Investment Advisory Representative

(414) 541-4900

(414) 541-6220

jason@acc-u-rite.com

Jason Rose received his Bachelor's degree in communications from the University of Wisconsin-Milwaukee in 2000. He joined Acc-U-Rite Tax Service in 2010 as a full time seasonal tax preparer. In 2011 Jason attained his Wisconsin Life...
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