Neenah, WI Financial Advisors and Resources



Financial Advisor Firms in Neenah, WI


NORTH STAR ASSET MANAGEMENT INC

Website

(920) 729-7900

134 E. Wisconsin Ave.
One Neenah Center, Suite 300
Neenah, WI 54956

SEC#: 801-52034
Years in Business: 25 years

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

Website

(920) 727-1137

18 Jewelers Park Dr
Ste 200
Neenah, WI 54956

SEC#: 801-39679
Years in Business: 29 years

HARBOUR INVESTMENTS, INC.

Website

(920) 969-0717

145 N. Commercial St

Neenah, WI 54956

SEC#: 801-29185
Years in Business: 34 years

HARBOUR INVESTMENTS, INC.

Website

(920) 969-0717

145 N. Commercial St

Neenah, WI 54956

SEC#: 801-29185
Years in Business: 34 years

HARBOUR INVESTMENTS, INC.

Website

(920) 969-0717

145 N. Commercial St

Neenah, WI 54956

SEC#: 801-29185
Years in Business: 34 years

HARBOUR INVESTMENTS, INC.

Website

(920) 969-0717

145 N. Commercial St

Neenah, WI 54956

SEC#: 801-29185
Years in Business: 34 years

HARBOUR INVESTMENTS, INC.

Website

(920) 969-0717

145 N. Commercial St

Neenah, WI 54956

SEC#: 801-29185
Years in Business: 34 years

HARBOUR INVESTMENTS, INC.

Website

(920) 969-0717

145 N. Commercial St

Neenah, WI 54956

SEC#: 801-29185
Years in Business: 34 years

HARBOUR INVESTMENTS, INC.

Website

(920) 969-0717

145 N. Commercial St

Neenah, WI 54956

SEC#: 801-29185
Years in Business: 34 years


How Retirement-Friendly is Neenah, WI?

  • Population: 25,967
  • % of Population 62 Years and Over: 18.5%
  • Average Home Value: $140,000
  • Average Monthly Housing Cost: $893
  • Average Household Income: $81,122
  • 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.)


Neenah, WI Financial Advisor FAQs

You should interview potential advisors before you chose one. It is important to speak with a few people and look for a match in personality, knowledge, expectations and fees.
Start by finding out what type of advisor you need and why you need one.
A qualified financial advisor can help you with eliminating debt, maximizing your savings, determine what will allow you to retire the soonest, and more.
Financial advisors generally get paid a fee based on a percentage of the assets they manage on behalf of their client. This fee is frequently referred to as the management fee or advisory fee. It's typically charged on a quarterly or annual basis, and it may be an ongoing, yearly charge even if no service has been rendered.