Best Financial Advisors in Wausau, WI

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List of Firms

Wausau, WI Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Donald L Wild, CFP®|AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 227400 Rib Mountain Dr Suite F, Wausau, WI 54401, USA
Phone (715) 842-4505
James R Blakey - Financial Advisor, Ameriprise Financial Services, LLC
Location 903 S 17th Ave Ste A, Wausau, WI 54401, USA
Phone (715) 842-3200
Baird Private Wealth Management
Location 500 1st St Ste 6000, Wausau, WI 54403, USA
Phone (715) 261-4800
Greg Schield - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 903 S 17th Ave UNIT A, Wausau, WI 54401, USA
Phone (715) 421-2910
Edward Jones - Financial Advisor: Michael J Haight, AAMS™
Location 214 Grand Ave, Wausau, WI 54403, USA
Phone (715) 848-8080
Barnes Rosemary
Location 300 N 3rd Street # 308, Wausau, WI 54403, USA
Phone (715) 842-2703
Mark Follett - Thrivent
Location 3506 Stewart Ave, Wausau, WI 54401, USA
Phone (715) 370-0216
Bryon Graff - Associate Financial Advisor, Ameriprise Financial Services, LLC
Location 200 Washington St Ste 280, Wausau, WI 54403, USA
Phone (715) 842-1916
World Financial Group Inc
Location 100 N 72nd Ave, Wausau, WI 54401, USA
Phone (715) 305-8131
Edward Jones - Financial Advisor: Christopher L Smith
Location 1405 Kenwood Dr Suite A, Wausau, WI 54401, USA
Phone (715) 298-6565
Mandy Wright - Thrivent
Location 3506 Stewart Ave, Wausau, WI 54401, USA
Phone (715) 551-1303
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About Wausau, WI

Wausau, WI is a city located in central Wisconsin. The city is home to several landmarks, including the Wausau Center mall, the Rib Mountain State Park, and the Marathon County Courthouse. Wausau's top employers include Aspirus Hospital, Sentry Insurance, and Atlantis Plastics. Major highways and streets in Wausau include I-39 and US-51. The city's neighborhoods include North Woods, East Side, and South Side.

Where Certified Financial Advisors in Wausau, WI Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a necessary part of our economy, providing essential services to residents and businesses in Wausau, WI. Banks offer a variety of services to their customers, from personal banking to business loans. They also provide other important services, such as brokerage services, insurance, and investment advice.

Insurance Broker

Residents of Wausau, WI can benefit from the services of insurance brokers. These professionals can help people find the best rates on insurance policies and save them money in the process. In addition, insurance brokers can provide advice on which policies are best suited for each individual's needs. As a result, residents of Wausau can trust insurance brokers to help them get the most out of their insurance coverage.

Retirement Planning

Most people in Wausau, WI don't have a financial advisor to help them with their retirement planning. This can be a problem, because without professional help, many people will end up not having enough money saved up for retirement. Financial advisors can help by giving people advice on how to save money and invest it properly. They can also help people plan for unexpected expenses that may come up during retirement.

Wealth Management

Wausau, WI is a city located in the central part of the state. It is known for its papermaking and timber industries. The city also has a strong healthcare sector. Wealth management can help Wausau residents by providing them with guidance on how to manage their money. Wealth management can help people save money, invest money, and protect their money. Wealth management can be especially helpful for people who are not familiar with financial concepts. Wealth management can provide people with a plan that meets their specific needs. This can help them reach their financial goals.

Estate Planning Lawyer

If you live in Wausau, WI and have an estate (assets, investments, life insurance, etc.), you need to have an estate plan. An experienced estate planning lawyer can help you create a will, trust, and other legal documents that will ensure your assets are distributed according to your wishes after your death. They can also help you set up a power of attorney so someone you trust can make decisions for you if you become incapacitated.

Mortgage Loan Officer

Mortgage loan officers in Wausau, WI can help residents secure the best mortgage rates and terms available. By shopping around and comparing offers from different lenders, residents can ensure they are getting the best deal on their mortgage. Additionally, mortgage loan officers can help residents understand the complex paperwork and legal documents involved in securing a mortgage.

Tax Services

Residents of Wausau, WI can benefit from the expertise of tax accountants in order to ensure that they are taking advantage of all available deductions and credits. Tax accountants can also help residents stay on top of ever-changing tax laws, ensuring that they pay the least amount of taxes possible. In addition, tax accountants can provide valuable advice on estate planning and other financial matters.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Wausau, WI