Retirement Planning in Marathon County, WI

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Top Retirement Planners in Marathon County, WI

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Brant Meyer - Principal Financial Group / True North Advisors of WI
Location McCLELLAN Place, 210 McClellan St #300, Wausau, WI 54403, USA
Phone (715) 842-2970
Directions
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Edward Jones - Financial Advisor: JB Chadwick, CRPC™|CRPS™
Location 214 Grand Ave, Wausau, WI 54403, USA
Phone (715) 848-8080
Directions
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wisconsin401k.com
Location 227501 Rib Mountain Dr, Wausau, WI 54401, USA
Directions
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Gb Financial Group
Location 1907 N Mountain Rd, Wausau, WI 54401, USA
Phone (715) 842-7100
Directions
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Marathon County Employees Cu
4 out of 5
Location 400 E Thomas St, Wausau, WI 54403, USA
Phone (715) 261-7680
Directions
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Ison Financial Planning
4 out of 5
Location 1105 Grand Ave STE 2, Schofield, WI 54476, USA
Phone (715) 675-0609
Directions
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The Reserve at Greenwood Hills
5 out of 5
Location 2725 Reserve Drive, Wausau, WI 54403, USA
Phone (715) 680-9065
Directions
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Steve Sirianni Financial Plan
Location 330 Grand Ave, Wausau, WI 54403, USA
Phone (715) 298-3606
Directions
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MBE Wealth
SEC File# 801-110772
CRD# 165516
Location 224700 Zinnia Drive, Wausau, WI 54401, USA
Phone (715) 803-4243
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 – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 1027 S 17th Ave, Wausau, WI 54401, USA
Phone (715) 849-5258
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 – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Baird Private Wealth Management
Location 500 1st St Ste 6000, Wausau, WI 54403, USA
Phone (715) 261-4800
Directions
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Hoff Private Wealth
Location 505 S 24th Ave Suite 102, Wausau, WI 54401, USA
Phone (715) 841-0405
Directions
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Birchwood Highlands Apartments 55+
4 out of 5
Location 8005 Birch St, Weston, WI 54476, USA
Phone (715) 359-7000
Directions
Retirement Planning in Marathon County, WI

About Marathon County, WI for Those Planning to Retire

Marathon County, WI is a bustling hub of industry and culture in the heart of Wisconsin. With a rich history dating back centuries, this county boasts a wide variety of landmarks and attractions that draw visitors from all over the world. From the towering spires of the Wausau Center Mall to the tranquil beauty of Rib Mountain State Park, there is something for everyone in Marathon County. When it comes to employment, Marathon County is home to some of the top employers in the state. Companies like Greenheck, Wausau Paper, and Marathon Cheese provide thousands of jobs to local residents, helping to drive the economy forward and keep the community thriving. Of course, no discussion of Marathon County would be complete without mentioning its major highways and streets. From I-39 to US-51, these roads connect the county to the rest of the state and beyond, making it easy for residents and visitors alike to get where they need to go.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Marathon County, WI can benefit from a bank in various ways. One of the most common ways is by providing access to financial services such as savings and checking accounts, loans, and credit cards. With the county being home to a diverse mix of industries, including manufacturing, healthcare, and agriculture, a bank can offer tailored financial solutions to meet the unique needs of different customers. Additionally, banks can provide financial education and resources to help residents better manage their money, plan for the future, and achieve their financial goals. Whether it's a small business owner looking to expand operations or a family saving for a down payment on a home, a bank can play a crucial role in helping residents of Marathon County, WI achieve financial stability and success.

Insurance Broker

Residents of Marathon County, WI can benefit from the expertise of an insurance broker in a number of ways. For instance, an insurance broker can help residents navigate the complex and ever-changing landscape of healthcare insurance. Marathon County has a diverse population, with many different needs and preferences when it comes to healthcare coverage. An insurance broker can help residents find the right plan that fits their individual needs and budget. Additionally, an insurance broker can assist residents in finding the best coverage for their property and vehicles. With the harsh winters and unpredictable weather patterns in Marathon County, it is crucial for residents to have adequate coverage to protect their assets. An insurance broker can help residents understand the various options available and choose the best coverage for their unique situation. Furthermore, an insurance broker can provide peace of mind by ensuring that residents are fully protected against any unexpected events that may occur.

Wealth Management

Residents of Marathon County, WI can greatly benefit from the services of a wealth manager. With an area spanning over 1,500 square miles, Marathon County is home to a diverse population with varying financial needs. A wealth manager can assist in creating personalized investment plans, managing assets, and providing financial guidance to individuals and families. Additionally, with the county's economy heavily reliant on industries such as manufacturing, healthcare, and agriculture, a wealth manager can help residents navigate the complexities of investing in these sectors. Furthermore, a wealth manager can provide expertise in tax planning and estate planning, ensuring that residents are prepared for the future. With the right wealth manager, residents of Marathon County can achieve financial security and peace of mind.

Financial Advisor

Residents of Marathon County, WI can greatly benefit from the services of a financial advisor. With a population of over 135,000 people, Marathon County is home to a diverse range of individuals with varying financial needs. A financial advisor can provide guidance on retirement planning, investment strategies, and debt management. They can also assist with creating a budget and developing a savings plan, which is especially important in a county where the median household income is $60,000. Additionally, a financial advisor can help navigate the unique challenges faced by residents in rural areas, such as limited access to certain financial products and services. With the help of a financial advisor, residents of Marathon County can gain the knowledge and tools needed to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Marathon County, WI can benefit greatly from the services of a mortgage loan officer. The county is known for its vast natural resources, including the Rib River, which attracts outdoor enthusiasts from all over the state. With a population of over 135,000 people, the demand for affordable and accessible housing is high. A mortgage loan officer can assist residents in navigating the complex process of securing a home loan, whether it be for a first-time homebuyer or someone looking to refinance. They can also provide valuable insights into the local real estate market and help residents find the best loan options to suit their unique needs. In addition, a mortgage loan officer can help residents understand the various government programs available to them, such as the Wisconsin Housing and Economic Development Authority (WHEDA), which offers low-cost home loans to eligible borrowers. With the help of a knowledgeable mortgage loan officer, residents of Marathon County can achieve their dream of homeownership and establish a stable foundation for their future.

Tax Services

Residents of Marathon County, WI can greatly benefit from the expertise of a tax advisor. With the county's diverse economy, ranging from agriculture to healthcare, there are a multitude of tax implications that can be confusing for the average taxpayer. For example, those who work in the healthcare industry may have unique deductions related to continuing education or professional development. Additionally, farmers may have specific tax credits available for conservation efforts or equipment purchases. A tax advisor can help residents navigate these complexities and ensure they are taking advantage of all available deductions and credits. Furthermore, with the recent changes to the federal tax code, a tax advisor can provide guidance on how these changes may impact residents' tax liability and help them plan accordingly. Overall, a tax advisor can provide invaluable assistance to Marathon County residents in maximizing their tax savings and minimizing their tax burden.

Estate Planning Lawyer

Residents of Marathon County, WI can benefit greatly from the services of an estate planning lawyer. The county has a diverse population with various financial backgrounds, which means that there are different estate planning needs for different individuals. An estate planning lawyer can help residents create a comprehensive plan that addresses their unique needs and goals. This includes drafting wills, trusts, and powers of attorney, as well as providing guidance on how to minimize taxes and avoid probate. Additionally, an estate planning lawyer can help families with special needs children create a plan that ensures their child's financial security and protects their eligibility for government benefits. With the help of an estate planning lawyer, residents of Marathon County, WI can have peace of mind knowing that their assets will be distributed according to their wishes and their loved ones will be taken care of after they pass away.

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