Find a Financial Planner in Green Bay, WI

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Green Bay, WI.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Green Bay Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Green Bay, WI


  • Financial Advisor Close to Green Bay, WI

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Green Bay Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Green Bay area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Green Bay can include managing client retirement accounts, investments, tax plans, and more.
15.9% of Green Bay's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Green Bay area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Green Bay area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Green Bay area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Green Bay area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. Wisconsin has unique laws defining which actions trigger a taxable event and has the 17th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Green Bay area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Green Bay area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Green Bay, WI


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Green Bay, WI

We evaluated over 13,000 RIA firms to bring you the best of the best Green Bay financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Green Bay, WI?

  • Population: 104,777
  • % of Population 62 Years and Over: 15.9%
  • Average Home Value: $138,900
  • Average Monthly Housing Cost: $800
  • Average Household Income: $64,595
  • 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.)


The Top Financial Advisor Firms in Green Bay, WI


KCD FINANCIAL, INC.

Website

(920) 347-3400

3061 Allied Street
Suite B
Green Bay, WI 54304

SEC#: 801-110069
Years in Business: 4 years

HARBOR WEALTH MANAGEMENT, LLC

Website

(920) 434-5310

727 Cormier Road
Suite 101
Green Bay, WI 54303

SEC#: 801-86172
Years in Business: 6 years

PACKERLAND BROKERAGE SERVICES, INC.

Website

(920) 662-9500

432 Security Blvd.
Ste. 101
Green Bay, WI 54313

SEC#: 801-74927
Years in Business: 9 years

NAVIGEN WEALTH MANAGEMENT

Website

(920) 676-3334

677 Baeten Road
Suite 250
Green Bay, WI 54304

SEC#: 801-114856
Years in Business: 2 years

ASSOCIATED INVESTMENT SERVICES, INC.

Website

(800) 595-7722

433 Main Street

Green Bay, WI 54301

SEC#: 801-71639
Years in Business: 10 years

NICOLET ADVISORY SERVICES, LLC

Website

(920) 430-1400

111 N. Washington Street

Green Bay, WI 54301

SEC#: 801-108012
Years in Business: 4 years

KELLOGG ASSET MANAGEMENT, LLC

Website

(800) 236-0082

200 North Adams Street

Green Bay, WI 54301

SEC#: 801-70113
Years in Business: 12 years