
Find a Financial Advisor in Winnebago County, WI
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We did the hard work of finding trustworthy partners in Winnebago County, WI.
We Only Work With The Best Winnebago County Financial Advisors
We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.
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Our partners will never sell investment products they receive a commission from
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All of our partners have been in business for 10+ years
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All of our partners are advisors who hold the proper designations from FINRA
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All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC
Our Process for Choosing
An Independent Financial Advisor in Winnebago County, WI
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Financial Advisor Close to Winnebago County, WI
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in Winnebago County, WI
A good financial planner can increase your returns by as much as 3% annually.
Vanguard
$2,010,221.91
Without Advisor
$4,643,687.46
With Advisor
Find a Fee-Only Financial Planner Near Winnebago County, WI
We evaluated over 13,000 RIA firms to bring you the best of the best Winnebago County financial advisors.
How Retirement-Friendly is Winnebago County, WI?
- Population: 170,411
- % of Population 62 Years and Over: 19.4%
- Average Home Value: $153,600
- Average Monthly Housing Cost: $881
- Average Household Income: $77,772
- 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.)
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The Top Financial Advisor Firms in Winnebago County, WI
NORTH STAR ASSET MANAGEMENT INC
(920) 729-7900134 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
(920) 727-113718 Jewelers Park Dr
Ste 200
Neenah, WI 54956
SEC#: 801-39679
Years in Business: 30 years
HARBOUR INVESTMENTS, INC.
(920) 969-0717145 N. Commercial St
Neenah, WI 54956
SEC#: 801-29185
Years in Business: 35 years
HARBOUR INVESTMENTS, INC.
(920) 969-0717145 N. Commercial St
Suite A
Neenah, WI 54956
SEC#: 801-29185
Years in Business: 35 years
HARBOUR INVESTMENTS, INC.
(920) 969-0717145 N. Commercial St
Neenah, WI 54956
SEC#: 801-29185
Years in Business: 35 years
HARBOUR INVESTMENTS, INC.
(920) 969-0717145 N. Commercial St
Neenah, WI 54956
SEC#: 801-29185
Years in Business: 35 years
HARBOUR INVESTMENTS, INC.
(920) 969-0717145 N. Commercial St
Neenah, WI 54956
SEC#: 801-29185
Years in Business: 35 years
HARBOUR INVESTMENTS, INC.
(920) 969-0717145 N. Commercial St
Neenah, WI 54956
SEC#: 801-29185
Years in Business: 35 years
HARBOUR INVESTMENTS, INC.
(920) 969-0717145 N. Commercial St
Neenah, WI 54956
SEC#: 801-29185
Years in Business: 35 years
Winnebago County, WI Financial Advisor FAQs
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Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.