Broker Check
10 essential financial life lessons: What to teach your kids Does Medicare make sense with employer health coverage? Two Minute Money: Do You Need Life Insurance? 4 Financial Milestones to Reach Before You Retire The Power of Tax-Deferred Growth Women and Retirement

We are excited to announce our office has moved to a new location.

Teofilo & Company is located at the northwest corner of Mayfair and Watertown Plank Roads in the Mayfair Crossing building.

1233 N Mayfair Road, Suite 212, Wauwatosa, WI  53226


Please note our new phone number:  414-676-3100


Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.