Best Financial Advisors in Brown County, WI

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List of Firms

Brown County, WI Fiduciary Financial Advisors

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Adam Lewitzke - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 601 Willard Dr, Green Bay, WI 54304, USA
Phone (920) 499-0999
Directions
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Ben Borchardt - Thrivent
5 out of 5
Location 2301 Riverside Dr Ste 4, Green Bay, WI 54301, USA
Phone (920) 965-9090
Directions
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Macco Financial Group, Inc.
4 out of 5
Location 1138 Main St, Green Bay, WI 54301, USA
Phone (920) 617-6830
Directions
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Heritage Financial Partners
SEC File# 801-72037
CRD# 155344
Location 2021 S Webster Ave, Green Bay, WI 54301, USA
Phone (920) 435-8436
Directions
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Brett R Thom - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 721 Main Ave, De Pere, WI 54115, USA
Phone (920) 964-0073
Directions
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Edward Jones - Financial Advisor: Michael Winter
5 out of 5
Location 435 N Broadway Suite C, De Pere, WI 54115, USA
Phone (920) 337-9000
Directions
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Kelly Diestler - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2631 S, 2648 Packerland Dr # 105, Green Bay, WI 54313, USA
Phone (920) 491-1144
Directions
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Rick T Holewinski - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 2740 S Oneida St Ste A, Green Bay, WI 54304, USA
Phone (920) 499-9400
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 6:00 PM Friday: 8:30 AM – 3:30 PM Saturday: Closed Sunday: Closed
Directions
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Cornerstone Benefits Consulting
4 out of 5
Location 1000 N Broadway, De Pere, WI 54115, USA
Phone (920) 243-4188
Directions
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Edward Jones - Financial Advisor: Drew O'Brien
5 out of 5
Location 108 Packerland Dr Suite C-2, Green Bay, WI 54303, USA
Phone (920) 490-0189
Directions
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Edward Jones - Financial Advisor: Bart S Milton, AAMS™
Location 3313 Packerland Dr Ste A1, De Pere, WI 54115, USA
Phone (920) 336-6564
Directions
Financial Advisors in Brown County, WI

Where Certified Financial Advisors in Brown County, WI Serve

Brown County, WI is a vibrant and diverse community located in the heart of the Midwest. It is home to several landmarks that are steeped in history and culture, including the National Railroad Museum, the Green Bay Packers Hall of Fame, and the Neville Public Museum. With a strong economy, the county boasts of top employers such as Schneider National, Aurora Health Care, and Humana. Major highways and streets like I-43, US-41, and WI-29 connect the county to other parts of Wisconsin and beyond. Brown County is divided into several neighborhoods such as Allouez, Ashwaubenon, and Bellevue, each with its distinct character and charm. Whether you're a resident or a visitor, Brown County offers something for everyone, from outdoor recreation to world-class entertainment and dining.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Brown County, WI can benefit from the guidance of a financial advisor in many ways. One of the most common ways is to help them plan for retirement. With the cost of living in Brown County being higher than the national average, it's important for residents to have a solid plan in place for their future. A financial advisor can help them create a retirement savings plan that takes into account their current income, expenses, and retirement goals. Additionally, a financial advisor can assist residents in managing their debt, creating a budget, and investing wisely. With the help of a financial advisor, Brown County residents can feel confident in their financial future and have a greater sense of security.

Insurance Broker

Residents of Brown County, WI can benefit greatly from the services of an insurance broker. With the county's diverse population and unique blend of urban and rural areas, finding the right insurance coverage can be a daunting task. An experienced insurance broker can help Brown County residents navigate the complex world of insurance and find the coverage that best meets their needs. Whether it's finding affordable health insurance, protecting their homes and businesses from natural disasters, or securing the right auto insurance, an insurance broker can provide invaluable guidance and support. With their local knowledge and expertise, insurance brokers can help Brown County residents make informed decisions and ensure that they are adequately protected against life's uncertainties.

Retirement Planning

Residents of Brown County, WI can benefit from the expertise of a retirement planner in a variety of ways. For instance, a retirement planner can help residents evaluate their current financial situation and create a personalized plan to achieve their retirement goals. This is particularly important in Brown County, where the cost of living can be high and the job market can be competitive. A retirement planner can also provide guidance on investment strategies, tax planning, and healthcare options, which can help residents maximize their retirement savings and minimize their expenses. Additionally, a retirement planner can help residents navigate the complex rules and regulations surrounding retirement accounts, such as 401(k)s and IRAs, ensuring that they are taking full advantage of the benefits available to them. Overall, a retirement planner can be a valuable resource for residents of Brown County, helping them achieve financial security and peace of mind in their retirement years.

Wealth Management

Residents of Brown County, WI can benefit from the expertise of a wealth manager in several ways. One common way is by creating a personalized financial plan that takes into account their unique circumstances, such as the prevalence of agriculture in the area. A wealth manager can help residents navigate the complexities of estate planning, retirement savings, and investment strategies that align with their goals. Additionally, with the rise of tourism in Brown County, residents may need guidance on how to capitalize on this industry through smart investments. A wealth manager can provide valuable advice on how to diversify portfolios and minimize risks while maximizing returns. Overall, a wealth manager can help residents of Brown County, WI achieve financial stability and security for themselves and their families.

Mortgage Loan Officer

Residents of Brown County, WI would greatly benefit from the expertise of a mortgage loan officer. With the county's population steadily increasing, many residents are looking to purchase their own homes. A mortgage loan officer can assist these individuals in finding the best loan options and interest rates to fit their unique financial situations. Additionally, Brown County is home to a large number of military veterans, and a loan officer can help them navigate the VA loan process and take advantage of the benefits available to them. With the guidance of a mortgage loan officer, residents of Brown County can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Brown County, WI can benefit from the expertise of a tax advisor in a multitude of ways. One of the most common ways a tax advisor can assist residents is by providing guidance on tax deductions and credits specific to the area. For example, Brown County residents may qualify for deductions related to their property taxes, which can be a significant expense in the area. Additionally, tax advisors can help residents navigate complex tax laws and regulations, ensuring they are in compliance and avoiding any penalties or fines. Overall, a tax advisor can provide peace of mind and potentially save residents money in the long run by maximizing their tax savings.

Estate Planning Lawyer

Residents of Brown County, WI can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive plan to ensure that the client's assets are distributed according to their wishes after they pass away. This can include drafting a will, setting up trusts, and creating power of attorney documents. In Brown County, WI, where the population is largely made up of working-class families, an estate planning lawyer can also help clients protect their assets from potential creditors or lawsuits. Additionally, with the recent boom in the local real estate market, an estate planning lawyer can assist clients with transferring ownership of property to their heirs or creating a plan for the sale of property after their death. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind to residents of Brown County, WI as they plan for the future.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Brown County, WI