Best Financial Advisors in Marathon County, WI

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List of Firms

Marathon County, WI Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Charlie Ouimette
Location 2290 County Rd X Suite A, Kronenwetter, WI 54455, USA
Phone (715) 203-0371
MPPL Financial
Location 2610 Stewart Ave, Wausau, WI 54401, USA
Phone (715) 848-3474
Edward Jones - Financial Advisor: David W Belanger
SEC File# 801-3297
CRD# 250
Location 500 Main St Suite 1, Marathon City, WI 54448, USA
Phone (715) 443-2479
Ted Fox - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 2711 Stewart Ave, Wausau, WI 54401, USA
Phone (715) 849-3697
Dave Larson - Raymond James
Location 815 S 24th Ave Ste 500, Wausau, WI 54401, USA
Phone (715) 675-4500
Andrew Jarvis - Financial Advisor, Ameriprise Financial Services, LLC
Location 903 S 17th Ave Ste A, Wausau, WI 54401, USA
Phone (715) 842-3200
World Financial Group Inc
Location 100 N 72nd Ave, Wausau, WI 54401, USA
Phone (715) 305-8131
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About Marathon County, WI

Marathon County is a county located in the U.S. state of Wisconsin. It is home to some major landmarks, including the Wausau Downtown Airport, Weston Aquatic Center, and the Marathon County Fairgrounds. The county's top employers include Sentry Insurance, Aspirus, and the City of Wausau. Major highways and streets in Marathon County include US-51, WI-29, and WI-29 Business. The neighborhoods in Marathon County include Atwood, Schofield, Rothschild, Mosinee, and Wausau.

Where Certified Financial Advisors in Marathon County, WI Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Marathon County, WI offer a wide range of services to their customers. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer a number of other services, such as online banking, bill pay, and mobile banking. This gives residents of Marathon County a variety of options when it comes to banking.

Insurance Broker

As insurance brokers in Marathon County, WI, we are committed to helping our residents find the best possible rates and coverage for their needs. We know that every resident is unique, with different needs and priorities, and we work hard to find the right policy for each individual or family. Whether you're looking for auto insurance, homeowners insurance, or health insurance, we can help.

Retirement Planning

Financial advisors in Marathon County, WI can help residents with a variety of retirement planning needs. One important service that these advisors can provide is helping individuals create and stick to a budget. Advisors can also help people make wise investment choices, which can be especially important for those who are nearing retirement age. In addition, advisors can offer guidance on how to best use Social Security benefits and other income sources in order to ensure a comfortable retirement.

Wealth Management

Wealth management is an important service that helps residents of Marathon County, WI manage their money and save for the future. By working with a wealth manager, residents can get help creating a budget, investing in stocks and bonds, and saving for retirement or other goals. Wealth management can be a great way to secure your financial future and make sure you are able to afford the lifestyle you want in retirement.

Estate Planning Lawyer

Estate planning lawyers in Marathon County, WI can help residents protect their assets and ensure that their wishes are carried out after they die. This includes creating wills, trusts, and other legal documents to make sure that property is distributed according to the owner's wishes. In addition, estate planning lawyers can also help residents plan for incapacitation or death by helping to designate power of attorney and health care proxies.

Mortgage Loan Officer

Mortgage loan officers in Marathon County, WI can help residents secure home loans and mortgages. They can also offer advice on how to get the best interest rates and terms for a mortgage. In addition, mortgage loan officers can help residents find the best deals on refinancing their homes. Finally, they can provide information on home equity loans and lines of credit.

Tax Services

Residents of Marathon County, WI can receive assistance from tax accountants in order to ensure that they are abiding by the state and federal tax laws. Tax accountants can help residents file their taxes and may be able to provide advice on how to reduce one's taxable income. Additionally, tax accountants can help taxpayers understand the various deductions and credits available to them.


FAQs About Personal Financial Advisors in Marathon County, WI