Altoona, WI Financial Advisors and Resources



Financial Advisor Firms in Altoona, WI


ORGEL WEALTH MANAGEMENT, LLC

Website

(715) 835-6525

2420 Rivers Edge Drive

Altoona, WI 54720

SEC#: 801-78284
Years in Business: 8 years

GREAT VALLEY ADVISOR GROUP, INC.

Website

(715) 598-7011

903 S Hillcrest Pkwy

Altoona, WI 54720

SEC#: 801-72270
Years in Business: 10 years

GREAT VALLEY ADVISOR GROUP, INC.

Website

(715) 832-1173

1565 Bluestem Blvd.

Altoona, WI 54720

SEC#: 801-72270
Years in Business: 10 years

GREAT VALLEY ADVISOR GROUP, INC.

Website

(651) 447-2235

903 S. Hillcrest Pkwy

Altoona, WI 54720

SEC#: 801-72270
Years in Business: 10 years

RESOURCES INVESTMENT ADVISORS, LLC

Website

(715) 834-2786

211 Harvest Lane
Suite 2
Altoona, WI 54720

SEC#: 801-40622
Years in Business: 29 years


How Retirement-Friendly is Altoona, WI?

  • Population: 7,625
  • % of Population 62 Years and Over: 20.1%
  • Average Home Value: $161,900
  • Average Monthly Housing Cost: $935
  • Average Household Income: $73,845
  • Wisconsin Total Tax Burden: 8.89% (17th Highest in U.S.)
  • Wisconsin Property Tax: 3.25% (16th Highest in U.S.)
  • Wisconsin Individual Income Tax: 2.72% (13th Highest in U.S.)
  • Wisconsin Sales and Excise Tax: 2.92% (13th Lowest in U.S.)


Altoona, WI Financial Advisor FAQs

Most people need a financial advisor. The right person for you will depend on your specific situation, but most people can benefit from an outside perspective when it comes to their finances.
Financial advisors usually have a fiduciary responsibility to their clients. They will typically set goals and create a financial plan for the client which includes diversification, risk management, portfolio balance, asset allocation, and investment strategies to reach their goals.
There are many ways to choose a financial advisor. One of the most important things you should do before choosing someone is get referrals from close friends, family, or work colleagues. If you have more complicated questions you can contact organizations that offer free phone consultations with real people who understand your type of situation.
A financial advisor is someone who provides advice on investing and managing money. The best time to seek one out is when there's enough disposable income--especially if you're looking for someone who can help reduce the amount of risk in your investments and tailor an investment plan that's uniquely tailored to your individual needs and goals.