Wealth Management in Manitowoc, WI

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List of Firms

Manitowoc, WI Wealth Management Firms

Northwestern Mutual
SEC File# 801-8095
CRD# 2881
Location 901 Marshall St, Manitowoc, WI 54220, USA
Phone (920) 684-5722
Language https://www.northwesternmutual.com/financial-professional-locator?address=901%20Marshall%20St,54220?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
Directions
Michael E & Halla Associates Financial
Location 100 Maritime Dr #3a, Manitowoc, WI 54220, USA
Phone (920) 686-7526
Language http://www.hallaplanning.com/
Directions
Kevin Hermening - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 980 Maritime Dr Ste 3, Manitowoc, WI 54220, USA
Phone (920) 686-1100
Language https://www.ameripriseadvisors.com/Kevin.Hermening/contact?cid=IP_local_google
Directions
Edward Jones - Financial Advisor: Carla M Liban
Location 21 Waldo Blvd, Manitowoc, WI 54220, USA
Phone (920) 682-9144
Language https://www.edwardjones.com/us-en/financial-advisor/carla-liban?y_source=1_NjQwODI4LTcxNS1sb2NhdGlvbi53ZWJzaXRl
Directions
Skylight Wealth Management - Ameriprise Financial Services, LLC
4 out of 5
Location 980 Maritime Dr Ste 2, Manitowoc, WI 54220, USA
Phone (920) 682-1119
Language https://www.ameripriseadvisors.com/team/skylight-wealth-management/?cid=IP_local_google
Directions
Ostrander Financial Group LLC
5 out of 5
Location 540 N 8th St, Manitowoc, WI 54220, USA
Phone (920) 684-4634
Language http://www.ostranderfinancial.com/
Directions
Nicolet National Bank
4 out of 5
Location 860 N Rapids Rd, Manitowoc, WI 54220, USA
Phone (920) 645-6100
Language http://www.nicoletbank.com/
Directions
Ryan Allie - Thrivent Financial
Location 1632 N 18th St # 3, Manitowoc, WI 54220, USA
Phone (920) 684-3225
Language https://connect.thrivent.com/ryan-allie/
Directions
GVR Investment Management
5 out of 5
Location 1523 Washington St, Two Rivers, WI 54241, USA
Phone (920) 553-4442
Directions
Wealth Management in Manitowoc, WI

Where Wealth Management Advisors in Manitowoc, WI Serve

Manitowoc, WI is a charming city located on the shores of Lake Michigan. It is home to several notable landmarks, including the historic Manitowoc lighthouse and the stunning West of the Lake Gardens. The city's top employers include the Manitowoc Company, a leading manufacturer of cranes and other heavy equipment, and the Holy Family Memorial healthcare system. Major highways in the area include Interstate 43 and U.S. Route 151, while popular streets include South 8th Street and Washington Street. Manitowoc is divided into several distinct neighborhoods, each with its own unique character and charm. From the quaint Victorian homes of the Historic Washington Street District to the bustling commercial hub of the Southside, there is something for everyone in this vibrant and dynamic city.

Services Provided by Wealth Management Companies

Banks and Credit Unions

For the residents of Manitowoc, WI, a bank can provide a multitude of services that can help them in their daily lives. One of the most common ways that a bank can assist the residents of Manitowoc is by offering them a range of financial products and services. These may include checking and savings accounts, loans, mortgages, credit cards, and investment options. Additionally, many banks in Manitowoc offer online banking services, which can be particularly helpful for those who live in remote areas of the city or have mobility issues. Furthermore, banks in Manitowoc may also provide financial education and counseling services to help residents manage their finances better. For instance, they may offer workshops on budgeting, debt management, and retirement planning. Overall, a bank can be a valuable resource for the residents of Manitowoc, providing them with the tools and knowledge they need to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Manitowoc, WI can benefit from the expertise of an insurance broker in several ways. For instance, an insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their specific needs. This is especially important in Manitowoc, which is known for its harsh winters and frequent snowstorms. A broker can help residents find insurance policies that cover damage caused by snow and ice, as well as other weather-related incidents. Additionally, an insurance broker can help residents save money by comparing policies from different providers and finding the most affordable options. With the help of an insurance broker, residents of Manitowoc can ensure that they are properly covered and prepared for any unexpected events that may occur.

Retirement Planning

Residents of Manitowoc, WI could benefit greatly from the assistance of a retirement planner. With an aging population and a median age of 43 years old, many residents are approaching retirement age and may not have adequately prepared for it. A retirement planner can help residents navigate the complexities of Social Security, pension plans, and other retirement benefits. Additionally, the planner can help residents develop a personalized retirement plan that takes into account their unique financial situation and goals. With the cost of living in Manitowoc being slightly higher than the national average, it is crucial for residents to have a solid plan in place to ensure their financial security in retirement. A retirement planner can also provide guidance on healthcare costs and long-term care options, which are particularly important for the elderly population in Manitowoc. Overall, a retirement planner can help residents of Manitowoc, WI achieve peace of mind and financial stability in their golden years.

Financial Advisor

Residents of Manitowoc, WI can benefit from the expertise of a financial advisor in several ways. Firstly, with the city's median household income being lower than the national average, a financial advisor can help residents create a budget that allows them to save for their future. Secondly, with the city having a higher poverty rate than the state average, a financial advisor can assist residents in making sound financial decisions that can help them break the cycle of poverty. Thirdly, with Manitowoc being a city with a large number of retirees, a financial advisor can help them navigate the complexities of retirement planning, including managing their retirement accounts, creating a sustainable income stream, and planning for long-term care. Lastly, with Manitowoc being home to several manufacturing companies, a financial advisor can help residents who work in these industries make informed decisions about their employee benefits, such as their 401(k) plans and stock options.

Mortgage Loan Officer

Residents of Manitowoc, WI can benefit from the expertise of a mortgage loan officer in multiple ways. For instance, the loan officer can help residents navigate the complex mortgage application process and find the best mortgage rates that fit their financial situation. In Manitowoc, WI, a loan officer can also help residents understand the local real estate market and the specific challenges associated with buying or refinancing a property in the area. Additionally, a loan officer can provide valuable advice on how to improve credit scores and increase the chances of getting approved for a mortgage. With the help of a mortgage loan officer, residents of Manitowoc, WI can make informed decisions about their financial future and achieve their homeownership goals.

Tax Services

Residents of Manitowoc, WI can benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations in Manitowoc, WI, which can be perplexing for most people. They can help residents minimize their tax liability by identifying deductions and credits that they may not be aware of. Additionally, a tax advisor can assist residents in preparing and filing their tax returns, ensuring that they comply with all the relevant tax laws and regulations. They can also provide advice on tax planning, such as how to structure investments and retirement accounts to minimize tax liability. Overall, a tax advisor can help residents of Manitowoc, WI make informed decisions about their finances and ensure that they are not paying more taxes than necessary.

Estate Planning Lawyer

Residents of Manitowoc, WI can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents draft a comprehensive estate plan that reflects their wishes and goals. This can include creating a will, establishing trusts, and designating beneficiaries. Additionally, an estate planning lawyer can assist with navigating the complex tax laws in Manitowoc, WI, ensuring that residents are not overpaying in taxes. Furthermore, an estate planning lawyer can help families with special needs children establish a plan that ensures their child's long-term care. This is particularly important in Manitowoc, WI, where the prevalence of autism is higher than the national average. By working with an estate planning lawyer, residents of Manitowoc, WI can have peace of mind knowing that their assets and loved ones are protected.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services in Manitowoc, WI are designed to help individuals and families grow and protect their wealth. A wealth manager in this area can provide a range of services, including investment management, retirement planning, estate planning, tax planning, and more. One unique aspect of wealth management in Manitowoc is the emphasis on preserving wealth through sustainable investing. With the city's proximity to Lake Michigan and its commitment to environmental stewardship, many wealth managers in Manitowoc are focused on helping clients invest in companies that prioritize sustainability and social responsibility. This approach not only aligns with the values of many Manitowoc residents but also helps to ensure the long-term success of their investments. Overall, wealth management services in Manitowoc offer a comprehensive and tailored approach to wealth management that can help individuals and families achieve their financial goals.

Manitowoc, WI is undoubtedly the best place to find a top-notch wealth manager. The city's rich history and diverse economy make it an ideal location for individuals seeking financial guidance. With its bustling downtown area and waterfront views, Manitowoc offers a unique blend of urban and natural beauty, making it an attractive destination for those looking to invest and grow their wealth. Moreover, the city's strong community spirit and commitment to education ensure that its residents have access to the latest financial tools and resources. Whether you're a seasoned investor or just starting out, Manitowoc's wealth managers can provide you with the expertise and guidance you need to achieve your financial goals. So why wait? Contact a Manitowoc wealth manager today and start building your financial future with confidence.