Eau Claire County, WI Financial Advisors and Resources

Financial Advisor Firms in Eau Claire County, WI



(715) 832-3407

4890 Owen Ayres Court
Suite 200
Eau Claire, WI 54701

SEC#: 801-56865
Years in Business: 22 years

How Retirement-Friendly is Eau Claire County, WI?

  • Population: 103,514
  • % of Population 62 Years and Over: 18.5%
  • Average Home Value: $169,900
  • Average Monthly Housing Cost: $927
  • Average Household Income: $75,213
  • 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.)

Eau Claire County, WI Financial Advisor FAQs

There are many professionals in the financial-advisor field, each with their own specialties. So the first question you need to be able to answer is what type of professional you are looking for? The more specialized your needs, the narrower your choice of advisors.
Yes, you do. A financial advisor is an independent professional who helps you understand your finances in the present and plan for them in the future.
Financial advisors are usually people who have years of experience in the financial industry. They are usually your best source for being knowledgeable about different types of investments, generating an achievable retirement plan, reducing debt, and more.
Are you a fiduciary? It would be best to choose someone who is a fiduciary as they commit to work in the best interest of their client.