Best Financial Advisors in Stevens Point, WI

We did the hard work of finding trustworthy partners in Stevens Point, WI. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Stevens Point, WI Fiduciary Financial Advisors

Michael Smith & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3241A Business Park Dr, Stevens Point, WI 54482, USA
Phone (715) 341-6657
Terry Schott - Thrivent
Location 3233 B Business Park Dr, Stevens Point, WI 54482, USA
Phone (715) 340-9506
Planning Concepts

5 out of 5

Location 5424 US-10, Stevens Point, WI 54482, USA
Phone (715) 344-1196
Old Main Investments
Location 1305 Main St, Stevens Point, WI 54481, USA
Phone (715) 345-4217
Pma Financial Network
Location 2900 Hoover Rd # B, Stevens Point, WI 54481, USA
Phone (715) 254-9104
Silvertree, LLC.
SEC File# 801-68010
CRD# 141413

4 out of 5

Location 2715 Post Rd suite a, Stevens Point, WI 54481, USA
Phone (715) 544-1610
Tracey Stalter - Ameriprise Financial Services, LLC
Location 3241A Business Park Dr, Stevens Point, WI 54482, USA
Phone (715) 341-6657
Image of Stevens Point, WI
Image from Google Maps

About Stevens Point, WI

Stevens Point is located in central Wisconsin, and is the county seat of Portage County. The city has a population of around 26,000 and is home to the University of Wisconsin-Stevens Point. Some of the city's landmarks include the Stevens Point Brewery, the Dow Gardens, and the Central Wisconsin Children's Museum. The top employers in Stevens Point are the University of Wisconsin-Stevens Point, Sentry Insurance, and Aspirus Health System. Major highways and streets in Stevens Point include State Highway 66, County Road X, and US Highway 10. The neighborhoods in Stevens Point are mainly concentrated in the downtown area and around the university campus.

Where Certified Financial Advisors in Stevens Point, WI Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Stevens Point, WI residents have a number of services that banks can provide them. These services include, but are not limited to: checking and savings accounts, loans, mortgages, and credit cards. In addition to these services, many banks also offer online banking and bill pay options as well as 24/7 customer service. This makes it easy for Stevens Point residents to access the banking services they need without having to leave their hometown.

Insurance Broker

Residents of Stevens Point, WI can benefit from the services of insurance brokers. Insurance brokers can help residents find the best rates on car insurance, home insurance, and health insurance. They can also help residents file claims and get their money back quickly after an accident or disaster.

Retirement Planning

Financial advisors in Stevens Point, WI can help residents with retirement planning. The advisors can work with residents to create a plan that will allow them to retire comfortably. They can also help residents save for retirement and invest their money wisely. Residents who are interested in working with a financial advisor should contact one of the many firms in the area.

Wealth Management

Stevens Point, WI residents can benefit from wealth management services in order to make the most of their money. Wealth management is a process that helps individuals and families grow, preserve, and distribute their wealth over time. There are many different aspects of wealth management, including investment planning, estate planning, tax planning, and risk management. A qualified wealth manager can help Stevens Point residents create a plan that fits their specific needs and goals.

Estate Planning Lawyer

Estate planning lawyers in Stevens Point, WI can help residents protect their assets and plan for the future. Many people put off estate planning until it is too late, but this can be a costly mistake. An estate planning lawyer can help you create a plan that will ensure your assets are distributed according to your wishes after you die. They can also help you set up trusts and other legal arrangements to protect your loved ones in case something happens to you. Contact an estate planning lawyer today to get started on protecting your future.

Mortgage Loan Officer

Mortgage loan officers in Stevens Point, WI can help residents by providing them with the best mortgage rates and products available. They can also help residents understand the mortgage process, and work with them to find a mortgage that is right for their needs.

Tax Services

Residents of Stevens Point, WI can benefit from the services of tax accountants. Tax accountants can help residents save money on their taxes by helping them file their returns correctly. They can also provide advice on how to reduce one's taxable income. In addition, tax accountants can help taxpayers understand the complex tax code and how it affects them.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Stevens Point, WI