Shawano, WI Financial Advisors and Resources



Financial Advisor Firms in Shawano, WI


KERBERROSE WEALTH MANAGEMENT, LLC

Website

(715) 526-9400

115 E. 5th Street

Shawano, WI 54166

SEC#: 801-119492
Years in Business: 0 years


How Retirement-Friendly is Shawano, WI?

  • Population: 8,974
  • % of Population 62 Years and Over: 22.2%
  • Average Home Value: $98,800
  • Average Monthly Housing Cost: $673
  • Average Household Income: $57,932
  • 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.)


Shawano, WI Financial Advisor FAQs

You need a financial advisor if you don't want to put in the work to learn about money and investments. Financial advisors provide peace of mind and less stress when it comes to managing your investments.
A financial advisor helps people to create a plan for their money that will work best for them. This may mean different things to different people, so it's important to know what's important to you.
Yes. It's not possible to manage ever facet of your money and even if it were, there are professional advisors who specialize in taxes, investing, and retirement who spend their entire lives studying these specific fields and can give you personalized advice about how to best invest your money.
First, find out the advisor's educational background and experience. Next, it might be worth researching the advisor's record for any complaints filed with government agencies. Finally, if you do not feel comfortable working with this individual ask for a referral to someone else that they may suggest to you.