Best Financial Advisors in Eau Claire County, WI

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List of Firms

Eau Claire County, WI Fiduciary Financial Advisors

Merrill Lynch Wealth Management Advisor Robert D Weisenberger
Location 3508 Oakwood Mall Dr, Eau Claire, WI 54701, USA
Phone (715) 835-0710
Joe Watson - Thrivent
Location 130 S Barstow St Ste 1a, Eau Claire, WI 54701, USA
Phone (715) 858-0953
SEC File# 801-28543
CRD# 6363
Location 2215 E Clairemont Ave Ste 1, Eau Claire, WI 54701, USA
Phone (715) 834-2696
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
SEC File# 801-3297
CRD# 250
Location 4233 Southtowne Dr #3, Eau Claire, WI 54701, USA
Phone (715) 552-1760
SEC File# 801-3297
CRD# 250
Location 3610 Oakwood Mall Dr Ste 200, Eau Claire, WI 54701, USA
Phone (715) 855-9067
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
SEC File# 801-28543
CRD# 6363
Location 1903 Keith St, Eau Claire, WI 54701, USA
Phone (715) 838-9001
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
SEC File# 801-3297
CRD# 250
Location 4233 Southtowne Dr Suite 3, Eau Claire, WI 54701, USA
Phone (715) 552-1760
Time Monday: 7:00 AM – 8:00 PM Tuesday: 7:00 AM – 4:30 PM Wednesday: 7:00 AM – 4:30 PM Thursday: 7:00 AM – 4:30 PM Friday: 7:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Markin Mickelson Financial Group of Wells Fargo Advisors
Location 4935 Keystone Crossing, Eau Claire, WI 54701, USA
Phone (715) 832-6171
SEC File# 801-28543
CRD# 6363
Location 2919 Mall Dr Ste C, Eau Claire, WI 54701, USA
Phone (715) 838-9001
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
SEC File# 801-28543
CRD# 6363
Location 1740 Brackett Ave, Eau Claire, WI 54701, USA
Phone (715) 834-7280
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4907 Keystone Crossing Ste B, Eau Claire, WI 54701, USA
Phone (715) 831-0002
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
MainStreet Capital Management
5 out of 5
Location 601 S Farwell St a, Eau Claire, WI 54701, USA
Phone (715) 834-9111
Flaten Retirement & Investment
Location 601 S Farwell St, Eau Claire, WI 54701, USA
Phone (715) 834-9111
SEC File# 801-72270
CRD# 123913
5 out of 5
Location 1565 Bluestem Blvd, Altoona, WI 54720, USA
Phone (715) 832-1173
SEC File# 801-3297
CRD# 250
5 out of 5
Location 101 N Farwell St Suite 201, Eau Claire, WI 54703, USA
Phone (715) 834-5052
Northwestern Mutual Financial
Location 2613 E Princeton Ave, Eau Claire, WI 54703, USA
Phone (715) 835-4567
Affinity Asset Management
Location 2164 Eastridge Center, Eau Claire, WI 54701, USA
Phone (715) 835-5044
Merrill Lynch Wealth Management Advisor Mark J Munger
Location 3508 Oakwood Mall Dr, Eau Claire, WI 54701, USA
Phone (715) 830-9742
SEC File# 801-28543
CRD# 6363
Location 2215 E Clairemont Ave #1, Eau Claire, WI 54701, USA
Phone (715) 834-2696
SEC File# 801-54859
CRD# 23131
Location 431 E Clairemont Ave suite a, Eau Claire, WI 54701, USA
Phone (715) 839-1006
SEC File# 801-3297
CRD# 250
Location 419 E Clairemont Ave, Eau Claire, WI 54701, USA
Phone (715) 833-3986
Dwayne Kesting - Thrivent
Location 4423 Golf Terrace Ste 1, Eau Claire, WI 54701, USA
Phone (715) 563-2552
Lincoln Financial Advisors
Location 1004 E Fillmore Ave, Eau Claire, WI 54701, USA
Phone (715) 834-7775
SEC File# 801-3297
CRD# 250
Location 2408 Vine St, Eau Claire, WI 54703, USA
Phone (715) 832-5539
Merrill Lynch Wealth Management Advisor Allen Worthey
Location 3508 Oakwood Mall Dr, Eau Claire, WI 54701, USA
Phone (715) 830-9752
Sheri Sorensen - Thrivent
Location 4330 Golf Terrace Ste 216, Eau Claire, WI 54701, USA
Phone (715) 832-8112
SEC File# 801-72270
CRD# 123913
5 out of 5
Location 903 S Hillcrest Pkwy, Altoona, WI 54720, USA
Phone (715) 598-7011
Merrill Lynch Wealth Management Advisor Jacob Jeffrey Munger
Location 3508 Oakwood Mall Dr, Eau Claire, WI 54701, USA
Phone (715) 830-9747
SEC File# 801-111055
CRD# 158043
Location 3621 E Hamilton Ave, Eau Claire, WI 54701, USA
GILFI, LLC
Location 3806 Oakwood Hills Pkwy #2, Eau Claire, WI 54701, USA
Phone (715) 832-6201
Jessica Berg - Thrivent
Location 4330 Golf Terrace Ste 216, Eau Claire, WI 54701, USA
Phone (715) 533-4795
SEC File# 801-3297
CRD# 250
5 out of 5
Location 325 E Madison St, Eau Claire, WI 54703, USA
Phone (715) 514-5945
Bohannon Group
Location 4233 Southtowne Dr # 1, Eau Claire, WI 54701, USA
Phone (715) 835-3176
Nine Pillars Wealth Management
Location 4410 Golf Terrace #201, Eau Claire, WI 54701, USA
Phone (715) 514-2450
SEC File# 801-107319
CRD# 282580
5 out of 5
Location 4252 Southtowne Dr, Eau Claire, WI 54701, USA
Phone (715) 835-6022
SEC File# 801-3297
CRD# 250
Location 923 W Clairemont Ave, Eau Claire, WI 54701, USA
Phone (715) 481-0722
SEC File# 801-28543
CRD# 6363
Location 2919 Mall Dr Ste C, Eau Claire, WI 54701, USA
Phone (715) 838-9001
Financial Advisors in Eau Claire County, WI

Where Certified Financial Advisors in Eau Claire County, WI Serve

Eau Claire County is located in western Wisconsin. The county has a population of about 165,000 people and is home to many popular landmarks, top employers, and neighborhoods. Some of the most popular landmarks in the county include Eau Claire's Chippewa River, Menomonie's Dunn County Courthouse, and Altoona's Pablo Center at the Confluence. The top employers in the county include Mayo Clinic Health System-Eau Claire, University of Wisconsin-Eau Claire, and Walmart. Major highways and streets in the county include I-94, US-12, and STH 53. Some of the most popular neighborhoods in the county include Oak Grove, Lake Hallie, and Bridgeview.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Eau Claire County, WI residents have a number of banking services available to them. Banks provide a variety of products and services that can be helpful for county residents. These products and services include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer other services such as online banking, bill pay, and mobile banking. This allows county residents to access their account information and conduct transactions from anywhere at any time.

Insurance Broker

Eau Claire County, Wisconsin is a great place to live, with plenty of natural beauty and outdoor activities to enjoy. But like any other place, it has its share of risks and potential disasters. That's where insurance brokers come in. They can help residents find the right insurance policies to protect themselves and their families from any potential calamity.

Retirement Planning

Eau Claire County, WI residents may be interested in working with a financial advisor to help with their retirement planning. Financial advisors can provide a variety of services, including helping to create a budget, choosing the right type of retirement account, and investing money. They can also provide guidance on when to retire and how much money to withdraw each year.

Wealth Management

Residents of Eau Claire County, WI can benefit from wealth management services in order to make the most of their money. Wealth management can help residents save for retirement, invest for the future, and protect their assets. By working with a wealth manager, residents can get personalized advice on how to grow and protect their wealth.

Estate Planning Lawyer

Estate planning lawyers can help Eau Claire County, WI residents protect their assets and plan for the future. By creating a will or trust, estate planning attorneys can help ensure that your wishes are carried out after you die. They can also help you avoid probate, which can be a costly and time-consuming process. If you live in Eau Claire County, WI and are interested in estate planning, contact an experienced lawyer today.

Mortgage Loan Officer

Mortgage loan officers in Eau Claire County, WI can help residents by providing them with the best rates and terms for their mortgage. They can also guide residents through the process of buying a home, and provide them with information on available programs. In addition, mortgage loan officers can help residents refinance their mortgages, or take out a home equity loan.

Tax Services

Residents of Eau Claire County, WI can benefit from the expertise of tax accountants in a number of ways. Tax accountants can help residents to understand and meet their tax obligations, to file their taxes accurately and on time, and to take advantage of all available deductions and credits. In addition, tax accountants can provide valuable advice on how to manage one's finances throughout the year in order to minimize one's tax liability.

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FAQs About Personal Financial Advisors in Eau Claire County, WI