Marathon County, WI Financial Advisors and Resources



Financial Advisor Firms in Marathon County, WI


FINANCIAL FIDUCIARIES, LLC

Website

(715) 848-8110

501 N Third Street

Wausau, WI 54403

SEC#: 801-71390
Years in Business: 11 years

MIDWEST PROFESSIONAL PLANNERS, LTD.

Website

(715) 848-3474

2610 Stewart Avenue, Suite 100

Wausau, WI 54401

SEC#: 801-72649
Years in Business: 10 years

SAGEPOINT FINANCIAL, INC.

Website

(715) 848-3778

227521 Harrier Ave

Wausau, WI 54401

SEC#: 801-64721
Years in Business: 16 years

RETIREMENT WEALTH ADVISORS, LLC

Website

(715) 870-2450

3319 Terrace Court

Wausau, WI 54401

SEC#: 801-67628
Years in Business: 14 years

MBE WEALTH MANAGEMENT, LLC

Website

(715) 803-4243

224700 Zinnia Drive

Wausau, WI 54401

SEC#: 801-110772
Years in Business: 4 years

ASSOCIATED INVESTMENT SERVICES, INC.

Website

(715) 845-4301

2010 Stewart Ave.

Wausau, WI 54401

SEC#: 801-71639
Years in Business: 11 years

WIPFLI FINANCIAL ADVISORS, LLC

Website

(715) 845-3111

11 Scott Street
Suite 10
Wausau, WI 54403

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

NAVIGEN, LLC

Website

(715) 298-1991

408 3Rd Street
Suite 402
Wausau, WI 54403

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

WIPFLI FINANCIAL ADVISORS, LLC

Website

(715) 845-3111

11 Scott Street
Suite 10
Wausau, WI 54403

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


How Retirement-Friendly is Marathon County, WI?

  • Population: 135,396
  • % of Population 62 Years and Over: 21.3%
  • Average Home Value: $159,600
  • Average Monthly Housing Cost: $848
  • Average Household Income: $81,095
  • 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.)


Marathon County, WI Financial Advisor FAQs

It is recommended that you find advisors in their respective industry trade organizations. The main ones are the Certified Financial Planners Board of Standards and the National Association of Personal Financial Advisors.
If you're looking for someone to help manage the investments and finances of potentially significant wealth, then it's worth finding a qualified advisor rather than doing it yourself. There's no risk-free way to manage investments and any small mistakes could be costly.
Financial advisors help their clients focus and plan the many aspects of their financial lives. They counsel them on what to invest in, how much insurance they need, and just about anything else related to money.
How much access will I have to you? Clarify how often you will meet and whether they can be contacted via email or phone call as your need arises.