Best Financial Advisors in De Pere, WI

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List of Firms

De Pere, WI Fiduciary Financial Advisors

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Edward Jones - Financial Advisor: Tony Naniot
5 out of 5
Location 548 Redbird Cir Suite B, De Pere, WI 54115, USA
Phone (920) 336-1830
Directions
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Financial Planning & Info
5 out of 5
Location 115 4th St, De Pere, WI 54115, USA
Phone (920) 336-0863
Directions
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Northwestern Mutual Wealth Management Company: Allen Freis
Location 301 N Broadway UNIT 201, De Pere, WI 54115, USA
Phone (920) 435-7597
Directions
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Mitchell R Groeschl - Financial Advisor, Ameriprise Financial Services, LLC
Location 444 Reid St Ste 200, De Pere, WI 54115, USA
Phone (920) 632-4932
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Edward Jones - Financial Advisor: Eric M Friedland
Location 1201 Enterprise Dr Ste #B, De Pere, WI 54115, USA
Phone (920) 336-7882
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Kathleen M Schmidt - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 721 Main Ave, De Pere, WI 54115, USA
Phone (920) 964-0070
Directions
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Northright Financial
Location 2200 Dickinson Rd #17a, De Pere, WI 54115, USA
Phone (920) 712-7800
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Edward Jones - Financial Advisor: Kal E Overlien, AAMS™
5 out of 5
Location 1740 E Matthew Dr a, De Pere, WI 54115, USA
Phone (920) 338-0888
Directions
Financial Advisors in De Pere, WI

Where Certified Financial Advisors in De Pere, WI Serve

De Pere, WI is a charming city located in Brown County, Wisconsin. It is home to several notable landmarks, including the De Pere Dam, which provides a scenic view of the Fox River, and the St. Norbert College campus, which boasts beautiful architecture and a rich history. The city is also known for its thriving business community, with top employers such as Schneider National, Humana, and Foth Infrastructure & Environment. Major highways and streets include Interstate 41, Highway 32, and Main Avenue, which runs through the heart of downtown. De Pere is divided into several distinct neighborhoods, each with its own unique character and charm. These include the historic West De Pere neighborhood, the bustling downtown area, and the serene East De Pere neighborhood, which is known for its beautiful homes and tree-lined streets. Whether you're a resident or a visitor, there's always something new and exciting to discover in De Pere.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of De Pere, WI can benefit greatly from the services of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. For example, many residents of De Pere work in the manufacturing industry, which can come with its own set of financial challenges and opportunities. A financial advisor can help these individuals navigate the complexities of retirement planning, investment strategies, and tax implications to ensure they are making the most of their hard-earned money. Additionally, with the cost of living in De Pere being slightly higher than the national average, a financial advisor can provide guidance on budgeting and debt management to help residents stay on track and achieve their financial goals.

Insurance Broker

Residents of De Pere, WI can benefit from the expertise of an insurance broker in a variety of ways. For instance, an insurance broker can help individuals and families in De Pere navigate the complex world of health insurance, ensuring they have the coverage they need to stay healthy and financially secure. Additionally, an insurance broker can assist homeowners in De Pere in finding the right coverage for their property, taking into account the specific risks associated with living in the area, such as flooding or severe weather. With an insurance broker on their side, residents of De Pere can rest assured that they have the protection they need to weather any storm.

Retirement Planning

Residents of De Pere, WI could benefit greatly from the services of a retirement planner. With a population of over 24,000, many individuals in De Pere are approaching retirement age or have already retired. A retirement planner can help these individuals navigate the complexities of retirement planning, including managing their finances, creating a retirement income strategy, and ensuring they have enough savings to last throughout their retirement. Additionally, a retirement planner can help residents of De Pere take advantage of specific retirement benefits and resources available in the state of Wisconsin, such as the Wisconsin Retirement System and the state's tax-friendly retirement policies. By working with a retirement planner, residents of De Pere can feel confident in their retirement plans and enjoy a comfortable and secure retirement.

Wealth Management

Residents of De Pere, WI can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. For example, many residents of De Pere may be planning for retirement and need guidance on how to save and invest their money to achieve their desired lifestyle. A wealth manager can also provide advice on tax planning, estate planning, and risk management to help residents protect their assets and achieve financial security. With its vibrant community and thriving economy, De Pere offers many opportunities for growth and prosperity, and a wealth manager can help residents make the most of these opportunities and achieve their financial dreams.

Mortgage Loan Officer

Residents of De Pere, WI can benefit greatly from the assistance of a mortgage loan officer. Whether they are first-time homebuyers or looking to refinance their current home, a loan officer can provide guidance and support throughout the entire process. In a city like De Pere, which has a strong sense of community and a growing population, having a trusted professional to help navigate the often complex world of mortgages can be invaluable. Additionally, a loan officer can help residents understand the unique market conditions in De Pere and find the best loan options to fit their specific needs. With the help of a mortgage loan officer, residents of De Pere can achieve their dream of homeownership and build a strong financial foundation for their future.

Tax Services

Residents of De Pere, WI can benefit greatly from the expertise of a tax advisor. A tax advisor can help individuals navigate the complex tax laws and regulations, ensuring that they are compliant and maximizing their deductions. In particular, residents of De Pere, WI who own small businesses or work in the manufacturing industry may need specialized guidance due to the city's strong economic ties to these sectors. A tax advisor can also assist with tax planning and preparation, helping residents avoid costly mistakes and penalties. With the help of a tax advisor, residents of De Pere, WI can feel confident that they are making informed decisions and optimizing their financial situation.

Estate Planning Lawyer

Residents of De Pere, WI can benefit from the services of an estate planning lawyer in many ways. One of the most common ways is by helping individuals and families create a comprehensive estate plan that outlines their wishes for their assets and property after they pass away. This can include drafting wills, trusts, and other legal documents that ensure their loved ones are taken care of. Additionally, an estate planning lawyer can assist with probate and trust administration, ensuring that the process is as smooth and stress-free as possible. For residents of De Pere, WI, it's important to work with a lawyer who understands the unique needs and challenges of the local community, including the area's strong ties to agriculture and small businesses.

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