What are some popular services for financial advising?

A financial advisor in Stevens Point, WI can provide a wide range of financial advising services to help individuals and businesses achieve their financial goals. They can assist with retirement planning, investment management, tax planning, estate planning, and more. With its diverse economy, Stevens Point presents unique financial opportunities and challenges. For instance, the city is home to several major employers in industries such as healthcare, manufacturing, and education, which can impact investment strategies and retirement planning. Additionally, Stevens Point's location in central Wisconsin means that residents may face different tax implications than those in other parts of the state. A financial advisor in Stevens Point can provide tailored advice and guidance to help clients navigate these complexities and make informed financial decisions.

What are people saying about financial advising services in Stevens Point, WI?

Stevens Point, WI is undoubtedly the best place to receive financial advising. The city boasts a plethora of financial institutions, including banks, credit unions, and investment firms, all of which offer top-notch financial advice to their clients. Furthermore, Stevens Point is home to a highly educated population, with a large percentage of residents holding advanced degrees in finance and economics. This means that the financial advisors in Stevens Point are not only knowledgeable but also highly experienced, able to provide expert guidance on complex financial matters. In addition, the city's thriving business community and strong local economy provide ample opportunities for investment and growth, making it an ideal location for those seeking to build wealth and secure their financial future. Whether you're just starting out or looking to expand your portfolio, Stevens Point, WI is the perfect place to turn for sound financial advice and guidance.

What does a financial planner do?

A financial planner in Stevens Point, WI is an expert in managing money and investments to help individuals and businesses achieve their financial goals. They provide advice on budgeting, saving, investing, and retirement planning. In this quaint city located in central Wisconsin, financial planners also take into account the unique needs of the community. For instance, they may advise clients on how to invest in local businesses that specialize in dairy farming or paper manufacturing, both of which are major industries in the area. Additionally, they may recommend investment strategies that take into account the seasonal fluctuations in tourism, as Stevens Point is a popular destination for outdoor enthusiasts. With their bursty and complex approach to financial planning, these professionals help their clients navigate the complexities of the financial world and achieve their financial aspirations.

When should you get a financial planner?

Stevens Point, WI residents should consider reaching out to a financial advisor when they are experiencing a significant life event, such as a job change, marriage, or retirement. It's important to note that Stevens Point, WI is a college town with a large population of young adults who may be unfamiliar with financial planning. Furthermore, the area has a diverse economy, with industries ranging from healthcare to manufacturing. This complexity can make it difficult for individuals to navigate their finances effectively. A financial advisor can provide guidance on budgeting, saving, and investing, tailored to the unique needs of each client. They can also help residents plan for unexpected expenses and build a solid financial foundation for their future.

How do I choose the right financial advisor?

A financial advisor in Stevens Point, WI must possess a unique set of qualities to succeed in the industry. Firstly, they must have a deep understanding of the local economy and the financial landscape of the region. Stevens Point, WI, is a city that has seen significant growth in recent years, particularly in the healthcare and education sectors. Therefore, a financial advisor must be well-versed in the investment opportunities in these industries and be able to provide sound advice to clients looking to invest in them. Additionally, a financial advisor must have excellent communication skills and be able to explain complex financial concepts to clients in a way that is easy to understand. They must also have a strong ethical compass and always act in the best interest of their clients. Finally, a financial advisor must be adaptable and able to pivot their strategies as the market changes. In Stevens Point, WI, where the economy is continually evolving, this quality is particularly crucial.

What makes Stevens Point, WI the top choice for financial advising?

Stevens Point, WI is home to several top financial advising firms that have been providing excellent services to their clients for years. These firms have a deep understanding of the local economy and the unique financial challenges that individuals and businesses face in the area. From retirement planning to investment management, these firms offer a wide range of services that cater to the diverse needs of their clients. With their burstiness and complexity, these firms have gained a reputation for providing highly personalized and customized financial solutions to their clients. They use a comprehensive approach to financial planning that takes into account the client's unique circumstances, goals, and risk tolerance. These firms are committed to helping their clients achieve financial success and security, and they do so with the utmost professionalism and expertise.

How do financial advisors get paid?

Financial advisors in Stevens Point, WI are compensated in a variety of ways. Some advisors charge clients a percentage of the assets they manage, while others receive commissions on the financial products they sell. Another common compensation model is a fee-based structure, where advisors charge a fee for their services in addition to any commissions or asset-based fees. In Stevens Point, WI, financial advisors may also receive compensation through referral fees from other professionals in the industry, such as attorneys or accountants. Additionally, some advisors may offer a flat fee for specific services, such as financial planning or retirement planning. It is important for clients to understand how their advisor is compensated in order to ensure that their interests are aligned and that they are receiving unbiased advice.

Find the Top Financial Advisors Serving Stevens Point, WI

Connect With a Financial Planner

List of Firms

Stevens Point, WI Fiduciary Financial Advisors

Michael Smith & Associates - Ameriprise Financial Services, LLC

SEC File# 801-28543

CRD# 6363

3241A Business Park Dr, Stevens Point, WI 54482, USA

(715) 341-6657

https://www.ameripriseadvisors.com/team/michael-smith-associates/?cid=IP_local_google

Directions

Terry Schott - Thrivent

3233 B Business Park Dr, Stevens Point, WI 54482, USA

(715) 340-9506

https://connect.thrivent.com/terry-schott?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzUyODEtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D

Directions

Tracey Stalter - Ameriprise Financial Services, LLC

3241A Business Park Dr, Stevens Point, WI 54482, USA

(715) 341-6657

https://www.ameripriseadvisors.com/tracey.e.stalter/?cid=IP_local_google

Directions

Planning Concepts

SEC File# 801-64150

CRD# 126411

5 out of 5

5424 US-10, Stevens Point, WI 54482, USA

(715) 344-1196

http://planningconcepts.net/

Directions

Pma Financial Network

2900 Hoover Rd # B, Stevens Point, WI 54481, USA

(715) 254-9104

Directions

Silvertree, LLC.

4 out of 5

2715 Post Rd suite a, Stevens Point, WI 54481, USA

(715) 544-1610

http://www.silvertreeplan.com/

Directions

Old Main Investments

1305 Main St, Stevens Point, WI 54481, USA

(715) 345-4217

Directions

Where Certified Financial Advisors in Stevens Point, WI Serve

Nestled in the heart of Wisconsin lies the vibrant city of Stevens Point, brimming with a plethora of landmarks, top employers, major highways and streets, and neighborhoods that make it a truly unique place to live, work and play. From the stunning Schmeeckle Reserve to the historic Pfiffner Pioneer Park, there's no shortage of natural beauty to be found here. Meanwhile, the University of Wisconsin-Stevens Point and Sentry Insurance are just a few of the top employers that call this city home. When it comes to getting around, highways 10 and 51 provide easy access to nearby cities, while Main Street and Division Street are bustling thoroughfares that are sure to keep you on the move. And with charming neighborhoods like Plover and Whiting, there's a little something for everyone here in Stevens Point.

Nearby Locations

Altoona, WI Appleton, WI Brookfield, WI Brown County, WI Calumet County, WI Cedarburg, WI Dane County, WI De Pere, WI

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Stevens Point, WI could benefit from the guidance of a financial advisor in a number of ways. For example, with the city's strong manufacturing and healthcare industries, a financial advisor could help residents navigate the complexities of employee benefits and retirement planning. Additionally, with the University of Wisconsin-Stevens Point located in the city, a financial advisor could assist students and young professionals with managing student loan debt and creating a budget. Furthermore, with the city's vibrant arts and culture scene, a financial advisor could help individuals and families plan for major purchases such as a home or a new vehicle while still being able to enjoy the many entertainment options available in Stevens Point.

Insurance Broker

Residents of Stevens Point, WI can benefit greatly from the services of an insurance broker. One specific way that an insurance broker can help is by providing personalized guidance on the unique risks that residents face in this area. For example, Stevens Point is located in a region that is prone to severe winter weather, which can result in damage to homes and vehicles. An insurance broker can help residents understand their coverage options for these types of events and ensure that they have adequate protection in place. Additionally, an insurance broker can help residents navigate the complex world of health insurance and find the best coverage for their needs and budget. Overall, working with an insurance broker can provide valuable peace of mind and ensure that residents are fully protected against the unexpected.

Retirement Planning

Residents of Stevens Point, WI could benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner could help is by creating a personalized financial plan that takes into account the specific needs and goals of each individual. This is especially important in Stevens Point, where the cost of living is slightly higher than the national average. A retirement planner could help residents navigate the local housing market and create a plan for saving and investing that will allow them to maintain their standard of living in retirement. Additionally, a retirement planner could help residents understand the various retirement benefits available to them, such as Social Security and Medicare, and make informed decisions about when and how to start receiving these benefits. Overall, a retirement planner could provide valuable guidance and support to residents of Stevens Point as they plan for a secure and comfortable retirement.

Wealth Management

Residents of Stevens Point, WI could benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager could help is by creating a personalized financial plan that takes into account the unique opportunities and challenges of living in Stevens Point. For example, the city's economy is heavily influenced by the University of Wisconsin-Stevens Point, which means that many residents may have careers in education or related fields. A wealth manager could help these individuals navigate the complexities of retirement planning and investment strategies that are specific to their profession. Additionally, Stevens Point is located in a beautiful part of the state that offers many opportunities for outdoor recreation, but also requires careful planning when it comes to estate planning and tax management. A wealth manager could provide guidance on how to preserve wealth for future generations while also taking advantage of tax-efficient strategies. Overall, a wealth manager can help residents of Stevens Point achieve their financial goals and ensure that they are well-prepared for whatever the future may hold.

Mortgage Loan Officer

Residents of Stevens Point, WI can benefit greatly from the assistance of a mortgage loan officer. These professionals can help residents navigate the complex process of obtaining a mortgage, from determining the best loan program for their unique situation to guiding them through the application and approval process. Additionally, mortgage loan officers can help residents understand the local real estate market in Stevens Point, which can be particularly helpful for those who are new to the area or looking to purchase their first home. With their knowledge of the local market and lending options, mortgage loan officers can help residents secure the financing they need to achieve their homeownership goals and invest in their future.

Tax Services

Residents of Stevens Point, WI can greatly benefit from the expertise of a tax advisor. With the city being home to a significant number of small businesses and self-employed individuals, tax planning and compliance can be a daunting task. A tax advisor can help residents navigate the complex tax laws and regulations, ensuring that they are taking advantage of all available deductions and credits. Additionally, with the recent changes to the tax code, a tax advisor can help residents understand how these changes will impact their tax situation. With the help of a tax advisor, residents of Stevens Point can feel confident that their tax returns are accurate and that they are maximizing their tax savings.

Estate Planning Lawyer

Residents of Stevens Point, WI could benefit greatly from the services of an estate planning lawyer. With a population of over 26,000 people, many individuals in the area may have complex financial and family situations that require careful planning for the future. An estate planning lawyer can help residents create a comprehensive plan for their assets, including wills, trusts, and powers of attorney. They can also assist with issues related to probate and estate administration. Additionally, with a large number of retirees in the area, an estate planning lawyer can help ensure that seniors have a plan in place for long-term care and medical decisions. Overall, an estate planning lawyer can provide peace of mind and protection for residents of Stevens Point, WI as they navigate the complexities of planning for their future.

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