Wausau, WI Financial Advisors and Resources



Financial Advisor Firms in Wausau, 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 Wausau, WI?

  • Population: 38,735
  • % of Population 62 Years and Over: 21.5%
  • Average Home Value: $119,700
  • Average Monthly Housing Cost: $778
  • Average Household Income: $68,876
  • 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.)


Wausau, WI Financial Advisor FAQs

It's difficult to make an investment decision without the help of a financial advisor. What you need is someone who doesn't sell investments and isn't biased by commissions, but has access to many different funds; someone who is knowledgeable about market trends and in-depth personal finance needs.
Many people find it helpful to ask friends or frequent clients of their current advisor for recommendations because, presumably, they are satisfied with their service. Other people complete an online search to see if any advisors in the area have enough credentials required for your needs. Whatever method is used, finding a consultation should be taken seriously so as not to fall victim to any scams out there. Sit down with the agent and have them answer all of your questions about pricing structures before coming up with a decision together on what will work best for you.
Financial advisors are generally compensated through commissions generated from the sale of certain products and services, as well as from any performance bonuses generated from those sales.
Financial advisors help you grow and reduce your debts through various financial planning methods.