Retirement Planning in Altoona, WI

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List of Firms

Top Retirement Planners in Altoona, WI

Area Financial Services Inc
Location 211 Harvest Ln Suite 2, Altoona, WI 54720, USA
Phone (715) 834-2786
Christopher Kolinski - Financial Advisor, Ameriprise Financial Services, LLC
Location 1520 Front Porch Pl, Altoona, WI 54720, USA
Phone (715) 832-7715
Johnson Runkel & Kraegenbrink Inc
4 out of 5
Location 3707 Hamilton Ave, Altoona, WI 54720, USA
Phone (715) 832-5779
MainStreet Capital Management
5 out of 5
Location 601 S Farwell St a, Eau Claire, WI 54701, USA
Phone (715) 834-9111
Prudential Bill Eaton
Location 3311 Golf Rd, Eau Claire, WI 54701, USA
Phone (715) 834-3434
Bernicke Wealth Management, Ltd.
5 out of 5
Location 1565 Bluestem Blvd, Altoona, WI 54720, USA
Phone (715) 832-1173
Krista L Caucutt-Ratz - Ameriprise Financial Services
Location 1903 Keith St, Eau Claire, WI 54701, USA
Phone (715) 838-9001
Advisors Management Group
SEC File# 801-33545
CRD# 113020
Location 1324 W Clairemont Ave Suite 1, Eau Claire, WI 54701, USA
Phone (715) 834-9512
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Kools Wealth Management
Location 1450 Rivers Edge Trail Ste B, Altoona, WI 54720, USA
Phone (715) 415-0272
Raymond James - Blue Granite Wealth
Location 4257 Southtowne Dr, Eau Claire, WI 54701, USA
Phone (715) 514-2900
Joe Watson - Thrivent
Location 130 S Barstow St Ste 1a, Eau Claire, WI 54701, USA
Phone (715) 858-0953
Hasenberg Financial Group
4 out of 5
Location 431 E Clairemont Ave Suite B, Eau Claire, WI 54701, USA
Phone (715) 839-6566
Edward Jones - Financial Advisor: Tim Owen, CLU®
Location 923 W Clairemont Ave, Eau Claire, WI 54701, USA
Phone (715) 481-0722
Retirement Planning in Altoona, WI

About Altoona, WI for Those Planning to Retire

Altoona, WI is a bustling city located in Eau Claire County, Wisconsin. It's home to a variety of landmarks, including the popular River Prairie Park, which boasts walking trails, a splash pad, and a concert pavilion. Other notable landmarks include the Altoona Public Library and the Altoona City Hall. Top employers in the area include Menards, the Eau Claire County School District, and the City of Altoona. These employers offer a range of job opportunities for residents in the area. Major highways and streets in Altoona include Interstate 94, U.S. Route 12, and U.S. Route 53. These highways provide easy access to neighboring cities and towns, making it easy for residents to travel for work or leisure. Altoona is divided into several neighborhoods, including the River Prairie neighborhood, which is known for its beautiful parks and scenic walking trails. Other neighborhoods include the Hillcrest neighborhood and the River Prairie East neighborhood.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Altoona, WI would greatly benefit from a bank in a multitude of ways. For instance, a bank could offer various types of loans to help residents purchase homes and cars, start businesses, and pay for education expenses. Additionally, a bank could provide savings accounts and investment opportunities to help residents grow their wealth over time. Altoona, WI is a small town with a growing population, and having a local bank would provide convenient access to financial services without having to travel to nearby cities. Furthermore, a bank could offer financial education and resources to help residents make informed decisions about their money and plan for their future. Overall, a bank would be an invaluable resource for the residents of Altoona, WI, providing them with the financial tools and support necessary to achieve their goals and improve their quality of life.

Insurance Broker

Residents of Altoona, WI would greatly benefit from the services of an insurance broker. With the constantly changing insurance market, it can be difficult for individuals to navigate and understand their coverage options. An insurance broker can provide expertise and guidance on selecting the best policies for their unique needs, whether it be health insurance, home insurance, or auto insurance. In Altoona specifically, where severe weather conditions such as heavy snowfall and thunderstorms are common, an insurance broker can assist residents in finding comprehensive coverage that protects against potential damages caused by these events. Additionally, with the rise of cybercrime and identity theft, an insurance broker can offer advice on cyber insurance to ensure that residents are protected against potential financial losses. Overall, an insurance broker can provide invaluable assistance to residents of Altoona, WI in navigating the complex insurance market and securing the best possible coverage for their needs.

Wealth Management

Residents of Altoona, WI can benefit from the services of a wealth manager in several ways. Firstly, a wealth manager can assist with financial planning and investment management, which is crucial for individuals looking to build and grow their wealth. Additionally, Altoona is a growing city with a population of over 7,000, and a wealth manager can help residents navigate the complex financial landscape of the city, including tax laws, real estate opportunities, and investment opportunities. Furthermore, a wealth manager can provide personalized advice and guidance on retirement planning, estate planning, and risk management, which can help residents achieve their financial goals and protect their assets. With the help of a skilled wealth manager, residents of Altoona, WI can take control of their finances and build a secure financial future.

Financial Advisor

Residents of Altoona, WI can benefit greatly from the guidance of a financial advisor. With a population of just over 7,000, Altoona is a small but growing city located in west-central Wisconsin. The most common ways that residents could be helped by a financial advisor include creating a personalized financial plan, managing debt, and investing for the future. A financial advisor can also help residents navigate the unique financial challenges that come with living in a small town, such as limited job opportunities and a lack of access to certain financial products and services. By working with a financial advisor, Altoona residents can gain the knowledge and resources they need to achieve their financial goals and build a secure future for themselves and their families.

Mortgage Loan Officer

Residents of Altoona, WI can benefit from the expertise of a mortgage loan officer in multiple ways. Firstly, the officer can assist in finding the best mortgage rates and terms for their clients. This is especially important in Altoona, where the median home value is $199,600, which is higher than the national average. Secondly, a mortgage loan officer can guide clients through the complex process of obtaining a mortgage, including navigating the paperwork and legal requirements. Additionally, with the recent growth in Altoona's population, a mortgage loan officer can provide valuable insights into the local real estate market and help clients make informed decisions about their home purchases. Overall, the services of a mortgage loan officer can be instrumental in helping residents of Altoona, WI achieve their dream of homeownership.

Tax Services

Residents of Altoona, WI can benefit from the expertise of a tax advisor in a variety of ways. One specific example is the potential for property tax savings. With the high property tax rates in Wisconsin, it can be overwhelming for homeowners to navigate the complex system and ensure they are receiving all possible exemptions and deductions. A tax advisor can help residents understand the various tax breaks available to them, such as the Homestead Credit or the Elderly and Disabled Credit. Additionally, a tax advisor can assist small business owners in Altoona with tax planning and preparation, ensuring they are in compliance with state and federal tax laws. With the help of a tax advisor, residents of Altoona can feel confident in their financial decisions and potentially save money on their tax bills.

Estate Planning Lawyer

Residents of Altoona, WI can greatly benefit from the expertise of an estate planning lawyer. One of the most common ways that an estate planning lawyer can assist the residents of Altoona is by helping them create a comprehensive estate plan. This plan can include a will, trust, power of attorney, and healthcare directive. With the help of an estate planning lawyer, residents of Altoona can ensure that their assets are distributed according to their wishes and that their loved ones are taken care of after they pass away. Additionally, residents of Altoona can benefit from an estate planning lawyer's knowledge of Wisconsin state laws and regulations. For example, residents of Altoona may not be aware that Wisconsin has a unique inheritance tax that could impact their estate plan. An estate planning lawyer can help residents of Altoona navigate these complex laws and ensure that their estate plan is legally sound.


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