Best Financial Advisors in Stevens Point, WI

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List of Firms

Stevens Point, WI Fiduciary Financial Advisors

Michael Smith & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3241A Business Park Dr, Stevens Point, WI 54482, USA
Phone (715) 341-6657
Language https://www.ameripriseadvisors.com/team/michael-smith-associates/?cid=IP_local_google
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Terry Schott - Thrivent
Location 3233 B Business Park Dr, Stevens Point, WI 54482, USA
Phone (715) 340-9506
Language https://connect.thrivent.com/terry-schott?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzUyODEtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Tracey Stalter - Ameriprise Financial Services, LLC
Location 3241A Business Park Dr, Stevens Point, WI 54482, USA
Phone (715) 341-6657
Language https://www.ameripriseadvisors.com/tracey.e.stalter/?cid=IP_local_google
Directions
Planning Concepts
SEC File# 801-64150
CRD# 126411
5 out of 5
Location 5424 US-10, Stevens Point, WI 54482, USA
Phone (715) 344-1196
Language http://planningconcepts.net/
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Pma Financial Network
Location 2900 Hoover Rd # B, Stevens Point, WI 54481, USA
Phone (715) 254-9104
Directions
Silvertree, LLC.
4 out of 5
Location 2715 Post Rd suite a, Stevens Point, WI 54481, USA
Phone (715) 544-1610
Language http://www.silvertreeplan.com/
Directions
Old Main Investments
Location 1305 Main St, Stevens Point, WI 54481, USA
Phone (715) 345-4217
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Financial Advisors in Stevens Point, WI

Where Certified Financial Advisors in Stevens Point, WI Serve

Nestled in the heart of Wisconsin lies the vibrant city of Stevens Point, brimming with a plethora of landmarks, top employers, major highways and streets, and neighborhoods that make it a truly unique place to live, work and play. From the stunning Schmeeckle Reserve to the historic Pfiffner Pioneer Park, there's no shortage of natural beauty to be found here. Meanwhile, the University of Wisconsin-Stevens Point and Sentry Insurance are just a few of the top employers that call this city home. When it comes to getting around, highways 10 and 51 provide easy access to nearby cities, while Main Street and Division Street are bustling thoroughfares that are sure to keep you on the move. And with charming neighborhoods like Plover and Whiting, there's a little something for everyone here in Stevens Point.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Stevens Point, WI could benefit from the guidance of a financial advisor in a number of ways. For example, with the city's strong manufacturing and healthcare industries, a financial advisor could help residents navigate the complexities of employee benefits and retirement planning. Additionally, with the University of Wisconsin-Stevens Point located in the city, a financial advisor could assist students and young professionals with managing student loan debt and creating a budget. Furthermore, with the city's vibrant arts and culture scene, a financial advisor could help individuals and families plan for major purchases such as a home or a new vehicle while still being able to enjoy the many entertainment options available in Stevens Point.

Insurance Broker

Residents of Stevens Point, WI can benefit greatly from the services of an insurance broker. One specific way that an insurance broker can help is by providing personalized guidance on the unique risks that residents face in this area. For example, Stevens Point is located in a region that is prone to severe winter weather, which can result in damage to homes and vehicles. An insurance broker can help residents understand their coverage options for these types of events and ensure that they have adequate protection in place. Additionally, an insurance broker can help residents navigate the complex world of health insurance and find the best coverage for their needs and budget. Overall, working with an insurance broker can provide valuable peace of mind and ensure that residents are fully protected against the unexpected.

Retirement Planning

Residents of Stevens Point, WI could benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner could help is by creating a personalized financial plan that takes into account the specific needs and goals of each individual. This is especially important in Stevens Point, where the cost of living is slightly higher than the national average. A retirement planner could help residents navigate the local housing market and create a plan for saving and investing that will allow them to maintain their standard of living in retirement. Additionally, a retirement planner could help residents understand the various retirement benefits available to them, such as Social Security and Medicare, and make informed decisions about when and how to start receiving these benefits. Overall, a retirement planner could provide valuable guidance and support to residents of Stevens Point as they plan for a secure and comfortable retirement.

Wealth Management

Residents of Stevens Point, WI could benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager could help is by creating a personalized financial plan that takes into account the unique opportunities and challenges of living in Stevens Point. For example, the city's economy is heavily influenced by the University of Wisconsin-Stevens Point, which means that many residents may have careers in education or related fields. A wealth manager could help these individuals navigate the complexities of retirement planning and investment strategies that are specific to their profession. Additionally, Stevens Point is located in a beautiful part of the state that offers many opportunities for outdoor recreation, but also requires careful planning when it comes to estate planning and tax management. A wealth manager could provide guidance on how to preserve wealth for future generations while also taking advantage of tax-efficient strategies. Overall, a wealth manager can help residents of Stevens Point achieve their financial goals and ensure that they are well-prepared for whatever the future may hold.

Mortgage Loan Officer

Residents of Stevens Point, WI can benefit greatly from the assistance of a mortgage loan officer. These professionals can help residents navigate the complex process of obtaining a mortgage, from determining the best loan program for their unique situation to guiding them through the application and approval process. Additionally, mortgage loan officers can help residents understand the local real estate market in Stevens Point, which can be particularly helpful for those who are new to the area or looking to purchase their first home. With their knowledge of the local market and lending options, mortgage loan officers can help residents secure the financing they need to achieve their homeownership goals and invest in their future.

Tax Services

Residents of Stevens Point, WI can greatly benefit from the expertise of a tax advisor. With the city being home to a significant number of small businesses and self-employed individuals, tax planning and compliance can be a daunting task. A tax advisor can help residents navigate the complex tax laws and regulations, ensuring that they are taking advantage of all available deductions and credits. Additionally, with the recent changes to the tax code, a tax advisor can help residents understand how these changes will impact their tax situation. With the help of a tax advisor, residents of Stevens Point can feel confident that their tax returns are accurate and that they are maximizing their tax savings.

Estate Planning Lawyer

Residents of Stevens Point, WI could benefit greatly from the services of an estate planning lawyer. With a population of over 26,000 people, many individuals in the area may have complex financial and family situations that require careful planning for the future. An estate planning lawyer can help residents create a comprehensive plan for their assets, including wills, trusts, and powers of attorney. They can also assist with issues related to probate and estate administration. Additionally, with a large number of retirees in the area, an estate planning lawyer can help ensure that seniors have a plan in place for long-term care and medical decisions. Overall, an estate planning lawyer can provide peace of mind and protection for residents of Stevens Point, WI as they navigate the complexities of planning for their future.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Stevens Point, WI

A financial advisor in Stevens Point, WI can provide a wide range of financial advising services to help individuals and businesses achieve their financial goals. They can assist with retirement planning, investment management, tax planning, estate planning, and more. With its diverse economy, Stevens Point presents unique financial opportunities and challenges. For instance, the city is home to several major employers in industries such as healthcare, manufacturing, and education, which can impact investment strategies and retirement planning. Additionally, Stevens Point's location in central Wisconsin means that residents may face different tax implications than those in other parts of the state. A financial advisor in Stevens Point can provide tailored advice and guidance to help clients navigate these complexities and make informed financial decisions.

Stevens Point, WI is undoubtedly the best place to receive financial advising. The city boasts a plethora of financial institutions, including banks, credit unions, and investment firms, all of which offer top-notch financial advice to their clients. Furthermore, Stevens Point is home to a highly educated population, with a large percentage of residents holding advanced degrees in finance and economics. This means that the financial advisors in Stevens Point are not only knowledgeable but also highly experienced, able to provide expert guidance on complex financial matters. In addition, the city's thriving business community and strong local economy provide ample opportunities for investment and growth, making it an ideal location for those seeking to build wealth and secure their financial future. Whether you're just starting out or looking to expand your portfolio, Stevens Point, WI is the perfect place to turn for sound financial advice and guidance.