Best Financial Advisors in Marathon County, WI

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List of Firms

Marathon County, WI Fiduciary Financial Advisors

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Edward Jones - Financial Advisor: Charlie Ouimette
Location 2290 County Rd X Suite A, Kronenwetter, WI 54455, USA
Phone (715) 203-0371
Directions
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World Financial Group Inc
Location 100 N 72nd Ave, Wausau, WI 54401, USA
Phone (715) 305-8131
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MPPL Financial
Location 2610 Stewart Ave, Wausau, WI 54401, USA
Phone (715) 848-3474
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Edward Jones - Financial Advisor: David W Belanger
SEC File# 801-3297
CRD# 250
Location 500 Main St Suite 1, Marathon City, WI 54448, USA
Phone (715) 443-2479
Directions
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Dave Larson - Raymond James
Location 815 S 24th Ave Ste 500, Wausau, WI 54401, USA
Phone (715) 675-4500
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Ted Fox - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 2711 Stewart Ave, Wausau, WI 54401, USA
Phone (715) 849-3697
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Andrew Jarvis - Financial Advisor, Ameriprise Financial Services, LLC
Location 903 S 17th Ave Ste A, Wausau, WI 54401, USA
Phone (715) 842-3200
Directions
Financial Advisors in Marathon County, WI

Where Certified Financial Advisors in Marathon County, WI Serve

Marathon County, located in the heart of Wisconsin, is a vibrant and diverse community with a rich history and a promising future. From the towering granite spires of Rib Mountain to the tranquil waters of Lake Wausau, this county is home to a plethora of natural landmarks that are sure to take your breath away. In addition to its stunning natural beauty, Marathon County is also a hub of economic activity, with a number of major employers calling the area home. From healthcare giants like Aspirus and Marshfield Clinic to manufacturing powerhouses like Wausau Paper and Greenheck Fan, this county is a hotbed of innovation and entrepreneurship. When it comes to getting around, Marathon County is well-connected to the rest of the state and beyond, with major highways like I-39 and US-51 crisscrossing the area. And within the county itself, there are countless streets and neighborhoods that offer a wide range of amenities and attractions, from charming downtown districts to sprawling suburban subdivisions.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Marathon County, WI can greatly benefit from the guidance of a financial advisor. With a population of over 135,000 people, many individuals and families may struggle with managing their finances. A financial advisor can help them create a budget, set financial goals, and develop a plan to achieve those goals. Additionally, in a county where the median household income is $61,000, a financial advisor can assist residents in making informed decisions about investing and saving for retirement. With the help of a financial advisor, Marathon County residents can gain peace of mind knowing that they are taking the necessary steps to secure their financial future.

Insurance Broker

Residents of Marathon County, WI can benefit greatly from the assistance of an insurance broker. With the county's diverse population and range of industries, an insurance broker can help individuals and businesses find the right coverage to fit their unique needs. For example, residents living in rural areas may require different types of insurance than those living in more urban areas. Additionally, an insurance broker can help residents navigate the complex world of health insurance, ensuring they have access to quality care at an affordable price. Overall, an insurance broker can provide valuable guidance and support to the residents of Marathon County, WI, helping them protect their assets and achieve peace of mind.

Retirement Planning

Residents of Marathon County, WI can benefit greatly from the services of a retirement planner. With an aging population and a median age of 39 years old, many residents are starting to think about their retirement plans. A retirement planner can help individuals create a personalized plan for their future, taking into account their current financial situation and long-term goals. In Marathon County, where the cost of living is slightly lower than the national average, a retirement planner can help residents make the most of their savings and investments to ensure a comfortable retirement. Additionally, with the county's strong agricultural industry, a retirement planner can assist farmers and other small business owners in creating succession plans and ensuring the long-term financial stability of their operations. Overall, a retirement planner can provide invaluable guidance and support to residents of Marathon County as they plan for their golden years.

Wealth Management

Residents of Marathon County, WI could greatly benefit from the services of a wealth manager. One of the most common ways a wealth manager can help is by assisting with retirement planning. With a median age of 40.8 years old, Marathon County has a significant population nearing retirement age. A wealth manager can help residents navigate the complexities of retirement planning, such as determining how much money to save, what type of retirement account to use, and how to invest their savings. Additionally, a wealth manager can help residents create a comprehensive financial plan that takes into account their unique financial goals and circumstances. With the help of a wealth manager, residents of Marathon County can feel confident about their financial future and enjoy a comfortable retirement.

Mortgage Loan Officer

Residents of Marathon County, WI can benefit greatly from the services of a mortgage loan officer. With a population of over 135,000 people, Marathon County is home to a diverse group of individuals and families, many of whom are looking to purchase their own homes. A mortgage loan officer can assist these residents in securing the necessary financing to make their dreams of homeownership a reality. Additionally, the loan officer can provide guidance and support throughout the entire home buying process, from pre-approval to closing. With their knowledge of the local real estate market and lending options, a mortgage loan officer can help residents of Marathon County find the best mortgage product to fit their unique needs and financial situation.

Tax Services

Residents of Marathon County, WI can greatly benefit from the services of a tax advisor. With a population of over 135,000 people, there are many individuals and families who may not be aware of all the tax deductions and credits available to them. A tax advisor can help residents navigate the complex tax code and ensure they are taking advantage of all the tax breaks they are entitled to. Additionally, Marathon County is home to many small businesses and entrepreneurs who may need guidance on tax planning and compliance. A tax advisor can provide valuable advice on how to structure their business and minimize their tax liability. With the help of a tax advisor, residents of Marathon County can feel confident that they are making informed decisions and maximizing their financial resources.

Estate Planning Lawyer

Residents of Marathon County, WI can benefit from an estate planning lawyer in a number of ways. One of the most common ways is by creating a will or trust to ensure that their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help residents plan for incapacity by creating documents such as a power of attorney or healthcare directive. In Marathon County, WI, where the population is largely rural, an estate planning lawyer can also assist with planning for the transfer of family farms or other agricultural assets to the next generation. By working with an experienced estate planning lawyer, residents of Marathon County can have peace of mind knowing that their wishes will be carried out and their loved ones will be taken care of.

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