Winnebago County, WI Financial Advisors and Resources



Financial Advisor Firms in Winnebago County, 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
Suite A
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 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.)


Winnebago County, WI Financial Advisor FAQs

Financial advisors can aid in building an investment portfolio, retirement preparation, and tax management.
Advisors stay up to date on the latest news relating to financial markets, offer historical perspective on what has worked or not worked in the past for their clients, discuss options with their clients before making commitments that could affect a client's future plans and provide a bird's eye view of the many factors that need to be considered when making major life decisions.
A qualified financial advisor will have various certification types such as Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and so on.
Financial advisors charge in terms of an AUM (Assets Under Management) fee, where they keep a percentage of the assets they manage. Some advisors may also charge in terms of commission based payouts when they act on their clients' behalf to buy or sell securities.