Wealth Management in Winnebago County, WI

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Winnebago County, WI Wealth Management Firms

Windward Wealth Strategies
SEC File# 801-81031
CRD# 175126
Location 2370 WI-44 Ste A, Oshkosh, WI 54904, USA
Phone (920) 230-2215
Cowling Bay Wealth Management
Location 1690 Grundman Ln, Oshkosh, WI 54901, USA
Phone (920) 383-1617
Fletcher Duxstad Wealth
SEC File# 801-117229
CRD# 305030
Location 1918 S Washburn St, Oshkosh, WI 54904, USA
Phone (920) 233-4650
Kimball Asset Management
Location 48 N Oakwood Rd, Oshkosh, WI 54904, USA
Phone (920) 230-2121
Platinum Wealth Management
Location 1977 American Dr, Neenah, WI 54956, USA
Phone (920) 243-6746
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About Winnebago County, WI

Winnebago County is located in east-central Wisconsin. The county seat is Oshkosh, which is also the largest city in the county. Other cities in Winnebago County include Menasha, Neenah, and Fond du Lac. The top employers in Winnebago County are Oshkosh Corporation, Kimberly-Clark, and Bemis Company. The major highways in the county are US 41 and I-41. Some of the major streets include College Avenue, State Street, and Main Street. Some of the neighborhoods in Winnebago County include Winneconne, Omro, Butte des Morts, and Larsen.

Where Wealth Management Advisors in Winnebago County, WI Serve

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks are a necessary part of the Winnebago County, WI community. They provide many valuable services to their customers. Some of these services include: checking and savings accounts, loans, mortgages, and credit cards. Banks also offer online banking and bill pay options for their customers. This allows people to manage their finances from anywhere with an internet connection.

Retirement Planning

Winnebago County, WI is a great place to retire. The county offers a wide variety of retirement planning options, including both private and public programs. In addition, the cost of living in Winnebago County is relatively low, making it an affordable place to retire.

Tax Services

Tax accountants in Winnebago County, WI help businesses and individuals pay the correct amount of taxes. They prepare tax returns, ensuring that all deductions and credits are claimed. They also advise clients on ways to minimize their tax liability, through strategies such as estate planning or investing in certain types of businesses. In addition, many tax accountants offer bookkeeping services.

Financial Advisor

A financial advisor in Winnebago County, WI helps people save for retirement and plan for their finances. They work with individuals and families to create a budget, invest money, and monitor their investments. Financial advisors can also help people with estate planning and tax advice.

Insurance Broker

An insurance broker in Winnebago County, WI helps people find and purchase insurance policies. They work with a variety of clients, including businesses and individuals, to find the best rates and coverage for their needs. Brokers are licensed professionals who have a great deal of knowledge about the insurance industry. They can help you compare policies from different companies, and they can also assist you with filing claims if you ever need to use your policy.

Mortgage Loan Officer

A mortgage loan officer in Winnebago County, WI helps home buyers find mortgages and loans that fit their needs. They work with a variety of lenders to get the best rates for their clients, and can also help them find other financial products such as credit cards and bank accounts. Mortgage loan officers are typically very knowledgeable about the housing market, and can help home buyers negotiate a good deal on a new house or condo.

Estate Planning Lawyer

An estate planning lawyer in Winnebago County, WI helps individuals create a will and other legal documents which dictate how their estate will be distributed after they die. This lawyer can also help individuals set up trusts and other legal arrangements to protect their assets during their lifetime.


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