Best Financial Advisors in Calumet County, WI

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Calumet County, WI Fiduciary Financial Advisors

Barb Van Grinsven - Thrivent
Location 14 W Main St, Chilton, WI 53014, USA
Phone (920) 849-7161
Sheilah Vandenhouten - Thrivent
Location 428 W Ryan St, Brillion, WI 54110, USA
Phone (920) 756-2078
Financial Advisors in Calumet County, WI

Where Certified Financial Advisors in Calumet County, WI Serve

Calumet County is located in east-central Wisconsin. The county is home to a number of landmarks, including the Kettle Moraine State Forest and the Holy Hill National Shrine. The top employers in the county include Walmart, Johnsonville Sausage, and Aurora Health Care. Major highways and streets in the county include I-43 and County Highway C. The neighborhoods in Calumet County include Hilbert, New Holstein, Chilton, and Stockbridge.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of any community. They provide a variety of services to their customers, including savings and checking accounts, loans, and mortgages. In Calumet County, WI, residents can benefit from the services banks provide.Banks offer a variety of products that can help residents save money. For example, they offer savings accounts that pay interest on the deposited funds. This is a great way for residents to save money for short-term or long-term goals. Banks also offer checking accounts that allow customers to write checks and access their money at ATMs. This is helpful for people who need to access their money frequently.In addition to savings and checking accounts, banks offer loans and mortgages. A loan is a sum of money that is borrowed and must be repaid with interest. Mortgages are loans used to purchase homes or other real estate. When homeowners repay their mortgages over time, they build equity in their homes. This equity can be used as collateral for future loans or other investments.

Insurance Broker

Residents of Calumet County, WI can benefit from the services of insurance brokers. Brokers can help residents find the best rates on auto, home, and health insurance. In addition, brokers can help residents file claims and get their money back after an accident or other disaster.

Retirement Planning

Financial advisors in Calumet County, WI can help residents with their retirement planning. They can work with you to create a plan that fits your needs and helps you save for retirement. Advisors can also help you make the most of your savings, and ensure that you have enough money to live comfortably during retirement.

Wealth Management

Residents of Calumet County, WI can benefit from wealth management services in order to make the most of their money. Wealth management is a process that involves creating and implementing a plan for managing your finances. This includes investing money, saving for the future, and reducing expenses. A wealth manager can help you create a plan that fits your unique needs and goals.If you live in Calumet County, WI, it's important to make sure you are taking advantage of all the resources available to you. Wealth management is one such resource that can help you manage your money more effectively. A wealth manager will work with you to create a personalized plan that fits your specific needs and goals. This can include investing money, saving for the future, and reducing expenses. If you're looking for a way to make the most of your finances, consider working with a wealth manager.

Estate Planning Lawyer

Estate planning lawyers in Calumet County, WI can help residents protect their assets and plan for the future. Most people don't think about estate planning until it's too late. But by then, it may be too late to make sure your wishes are carried out and your loved ones are taken care of. That's where an estate planning lawyer comes in.An estate planning lawyer can help you create a will or trust, which will ensure that your assets are distributed according to your wishes after you die. They can also help you set up power of attorney and healthcare directives, so that someone you trust can make decisions for you if you become unable to do so yourself. If you live in Calumet County, WI, it is important to find an estate planning lawyer who knows the local laws and regulations. This will ensure that your plan is tailored specifically to meet your needs and comply with the law.

Mortgage Loan Officer

Mortgage loan officers in Calumet County, WI can help residents by providing them with the best possible mortgage products and interest rates. In addition, mortgage loan officers can provide assistance to residents who are looking to purchase a new home or refinance their current mortgage.

Tax Services

Residents of Calumet County, WI can benefit from the services of tax accountants. These professionals can help taxpayers understand and comply with state and federal tax laws. In addition, tax accountants can help residents save money on their taxes.

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