Wealth Management in Shawano, WI

We did the hard work of finding trustworthy partners in Shawano, WI. Fill out the form to get connected.

Connect With a Wealth Manager


MSN Money
Business Insider
Yahoo Finance
Market Watch

List of Firms

Shawano, WI Wealth Management Firms

SEC File# 801-8095
CRD# 2881
5 out of 5
Location 101 S Washington St, Shawano, WI 54166, USA
Phone (715) 250-1517
Thrivent Financial Scott Parson
5 out of 5
Location 310 E Green Bay St #2448, Shawano, WI 54166, USA
Phone (715) 524-1951
Scott Parson - Thrivent
Location 517 E Green Bay St, Shawano, WI 54166, USA
Phone (715) 524-1951
KerberRose Wealth Management LLC
Location 115 E 5th St, Shawano, WI 54166, USA
Phone (715) 524-6626
Wealth Management in Shawano, WI

Where Wealth Management Advisors in Shawano, WI Serve

Shawano, WI is a charming city situated in the heart of Shawano County, boasting a rich history and a plethora of landmarks that are sure to captivate residents and visitors alike. From the majestic Shawano Lake to the iconic Shawano County Fairgrounds, there is no shortage of attractions to explore in this vibrant community. The city is home to several top employers, including Shawano School District, Menards, and Walmart, providing ample opportunities for employment and career growth. Major highways such as US-29 and WI-22 run through Shawano, connecting it to neighboring cities and making it easily accessible to travelers. Shawano is also known for its diverse neighborhoods, each with its unique character and charm. From the quaint downtown area to the peaceful residential areas, there is a neighborhood to suit every lifestyle and preference. Overall, Shawano, WI is a dynamic and thriving city that offers something for everyone, making it an ideal place to call home.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Shawano, WI can benefit from a bank in several ways, ranging from financial advice to loans and mortgages. As a small town in northeastern Wisconsin, Shawano is home to a diverse population of individuals who rely on banks for support and guidance. For instance, farmers in Shawano may need a bank to help finance their agricultural operations, while small business owners may require loans to expand their businesses. Additionally, families in Shawano may seek out banks for advice on how to best save for college or retirement. With the help of a bank, residents of Shawano can achieve their financial goals and improve their overall quality of life.

Insurance Broker

Residents of Shawano, WI can benefit greatly from the services of an insurance broker. With the town's proximity to Shawano Lake, it is important for residents to have adequate coverage for any water-related accidents or damages to their boats. Additionally, with the harsh winters in the area, insurance brokers can assist residents in finding policies that cover damages caused by snow and ice. Furthermore, with the town's growing population and increasing number of businesses, insurance brokers can help residents navigate the complexities of commercial insurance. They can help business owners find policies that not only cover their property and liability but also protect against cyber attacks and data breaches. Overall, insurance brokers can provide valuable assistance to Shawano residents in protecting their assets and ensuring their peace of mind.

Retirement Planning

Residents of Shawano, WI could benefit from a retirement planner in a multitude of ways. Firstly, a retirement planner can help individuals in Shawano navigate the complex world of retirement planning. This includes creating a comprehensive retirement plan that takes into account their current financial situation, future goals, and potential risks. Additionally, a retirement planner can help residents of Shawano optimize their retirement savings by identifying tax-efficient investment strategies and maximizing their Social Security benefits. Furthermore, a retirement planner can provide guidance on healthcare, long-term care, and estate planning, which are all crucial components of a successful retirement plan. Specific to Shawano, WI, a retirement planner can help residents navigate the unique challenges of living in a rural community, such as limited access to healthcare and a smaller job market. Overall, a retirement planner can provide invaluable support and guidance to residents of Shawano as they plan for a secure and fulfilling retirement.

Financial Advisor

Residents of Shawano, WI could benefit from the expertise of a financial advisor in a number of ways. With its proximity to Lake Shawano and the Wolf River, many residents may have invested in recreational properties or businesses related to tourism. A financial advisor could help them navigate the complexities of managing these investments, including tax implications and potential risks. Additionally, Shawano has a strong agricultural industry, with many residents operating family farms. A financial advisor could assist with estate planning and succession planning, ensuring that these farms can be passed down to future generations. Finally, Shawano has a growing retirement community, and a financial advisor could help these individuals plan for their future, including managing assets, maximizing Social Security benefits, and creating a sustainable income stream.

Mortgage Loan Officer

Residents of Shawano, WI can benefit from the expertise of a mortgage loan officer in many ways. One specific challenge that they face is the fluctuation of home values in the area. With the median home price in Shawano being $138,000, it can be difficult for residents to navigate the market and secure a loan that works for them. A mortgage loan officer can help by providing guidance on the best loan options for each individual's financial situation and working with lenders to negotiate favorable terms. Additionally, they can assist with the complex paperwork and legal requirements that come with purchasing a home, making the process less daunting for residents. With the help of a mortgage loan officer, residents of Shawano can feel confident in their ability to purchase a home and establish roots in this tight-knit community.

Tax Services

Residents of Shawano, 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 in Wisconsin and ensure that they are in compliance with all tax regulations. Specifically, Shawano, WI residents may need assistance with filing their state and federal income tax returns, especially if they have complex financial situations such as owning a business or multiple properties. A tax advisor can also help residents take advantage of tax deductions and credits that they may be eligible for, such as the Wisconsin homestead credit or the federal earned income tax credit. Additionally, a tax advisor can provide guidance on tax planning strategies, such as retirement planning and estate planning, to help residents minimize their tax liability and maximize their financial goals. Overall, the expertise of a tax advisor can be invaluable to residents of Shawano, WI, especially given the intricacies of the state and federal tax codes.

Estate Planning Lawyer

Residents of Shawano, WI can benefit from the expertise of an estate planning lawyer in a multitude of ways. One specific benefit is that an estate planning lawyer can help residents navigate the unique laws and regulations of Wisconsin when it comes to estate planning. For example, Wisconsin is one of the few states that recognizes the concept of a "marital property agreement," which can have a significant impact on how assets are distributed after a spouse passes away. Additionally, an estate planning lawyer can help residents create a comprehensive plan that takes into account their unique family dynamics, assets, and financial goals. This may include creating trusts, establishing guardianships for minor children, and developing a plan for long-term care. By working with an estate planning lawyer, residents of Shawano can ensure that their wishes are carried out and that their loved ones are protected in the event of their passing.


Comprehensive Wealth Management FAQs