Wealth Management in Green Bay, WI

We did the hard work of finding trustworthy partners in Green Bay, WI. Fill out the form to get connected.
Scroll to List of Firms

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Green Bay, WI Wealth Management Firms

Morgan Stanley Financial Advisors
4 out of 5
Location 111 N Washington St 4th Fl, Green Bay, WI 54301, USA
Phone (920) 437-3276
Language https://advisor.morganstanley.com/green-bay-branch?y_source=1_MjM2MTczNS03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Directions
Harbor Wealth Management LLC
Location 727 Cormier Rd #101, Green Bay, WI 54304, USA
Phone (920) 434-5310
Language http://www.harbor-wealth.com/
Directions
Warber Wealth Management
Location 677 Baeten Rd #250, Green Bay, WI 54304, USA
Phone (920) 490-8200
Language http://www.warberwm.com/
Directions
Vision Investment Planning Group
Location 3000 Riverside Dr #150, Green Bay, WI 54301, USA
Phone (920) 432-7600
Language http://www.visioninvestmentplanning.com/
Directions
Baird Private Wealth Management
5 out of 5
Location 440 S Washington St, Green Bay, WI 54301, USA
Phone (800) 711-6134
Language https://greenbay.bairdwealth.com/?utm_source=google&utm_medium=local&utm_campaign=localmaps&utm_content=138
Directions
Brannon Guyette - RBC Wealth Management Financial Advisor
Location 2465 Marina Cir Suite 500, Green Bay, WI 54304, USA
Phone (920) 343-4547
Language https://us.rbcwealthmanagement.com/guyettefinancialgroup?utm_source=GMB&utm_medium=Yext
Directions
Heritage Financial Partners
Location 2021 S Webster Ave, Green Bay, WI 54301, USA
Phone (920) 435-8436
Language http://www.heritagefinancialllc.com/
Directions
Jon Bartol - Morgan Stanley
Location 111 N Washington St 4th Fl, Green Bay, WI 54301, USA
Phone (920) 433-6500
Language https://advisor.morganstanley.com/jon.bartol?y_source=1_MTA4MzExMDEtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Wealth Management in Green Bay, WI

Where Wealth Management Advisors in Green Bay, WI Serve

Green Bay, WI is a bustling city located in the northeastern part of the state. It is home to several iconic landmarks, including the famous Lambeau Field, which is the home stadium of the Green Bay Packers. In addition, the city also boasts the beautiful Bay Beach Amusement Park and Wildlife Sanctuary, which is a popular destination for families. The top employers in Green Bay are diverse, ranging from healthcare providers like Bellin Health and Aurora BayCare Medical Center to major manufacturers such as Georgia-Pacific and Procter & Gamble. The city is also home to several educational institutions, including the University of Wisconsin-Green Bay and Northeast Wisconsin Technical College. Major highways and streets that run through Green Bay include Interstate 43, Highway 41, and Highway 172. These thoroughfares provide easy access to neighboring cities and towns, as well as to popular destinations like Door County and Lake Michigan. Green Bay is made up of several distinct neighborhoods, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Green Bay, WI can benefit from a bank in a multitude of ways. One specific example is through the financing of small businesses, which is crucial to the local economy. Banks can provide loans to entrepreneurs looking to start or expand their businesses, which can create job opportunities for the community. Additionally, banks can offer financial education to residents, particularly those who may be struggling with managing their money. This education can include budgeting tips, credit counseling, and investment advice. With Green Bay's strong focus on outdoor recreation, banks can also provide services such as loans for purchasing recreational vehicles or financing home improvement projects, such as building a deck or installing a pool. Overall, a bank in Green Bay can play a vital role in supporting the local community and helping residents achieve their financial goals.

Insurance Broker

Residents of Green Bay, WI can benefit from the services of an insurance broker in various ways. For instance, an insurance broker can help residents navigate the complexities of the healthcare system and find the best insurance coverage for their needs. This is especially important in Green Bay, WI, where the population is aging and healthcare costs are rising. Additionally, an insurance broker can help residents protect their assets by finding the right insurance policies for their homes, cars, and other valuable possessions. With Green Bay, WI being a city that experiences harsh winters, residents need to ensure their insurance coverage is adequate to protect them from any potential damages caused by snow and ice. Moreover, an insurance broker can help residents save money by finding them the best deals on insurance policies and identifying any discounts they may be eligible for. Overall, an insurance broker can provide invaluable assistance to residents of Green Bay, WI, ensuring they have the protection they need to live their lives with peace of mind.

Retirement Planning

Residents of Green Bay, WI can benefit greatly from the services of a retirement planner. Retirement planners can help individuals assess their financial situation and plan for their future needs. In Green Bay, where the cost of living is lower than the national average, a retirement planner can help residents stretch their retirement savings and make the most out of their retirement years. Retirement planners can also help residents navigate the complex world of retirement benefits, such as Social Security and Medicare. With the average life expectancy in Green Bay being higher than the national average, residents need to plan for a longer retirement period. A retirement planner can help residents plan for healthcare costs and ensure that they have enough savings to maintain their lifestyle throughout their retirement years. Additionally, Green Bay is known for its harsh winters, and a retirement planner can help residents plan for unexpected expenses, such as home repairs or increased heating bills during the winter months. Overall, a retirement planner can provide invaluable guidance and support to residents of Green Bay as they plan for their future.

Financial Advisor

Residents of Green Bay, WI could benefit from the guidance of a financial advisor in numerous ways. For instance, with the city's economy largely driven by the paper industry, a financial advisor could offer advice on how to diversify investments and mitigate risks associated with a single industry. Additionally, with the city's harsh winters and high heating costs, a financial advisor could help residents optimize their energy expenses and plan for seasonal fluctuations in utility bills. Furthermore, with the city's proximity to Lake Michigan and other natural resources, a financial advisor could advise on sustainable investment opportunities in renewable energy and conservation efforts. Overall, a financial advisor could provide invaluable expertise to residents of Green Bay, WI in navigating the unique financial challenges and opportunities of their community.

Mortgage Loan Officer

Residents of Green Bay, WI can greatly benefit from the services of a mortgage loan officer. With the city's growing population and thriving economy, there is an increasing demand for affordable housing options. A mortgage loan officer can assist residents in securing a mortgage that suits their financial needs and goals. This includes providing guidance on the various types of mortgages available, such as fixed-rate and adjustable-rate mortgages, and helping residents navigate the complex application process. Additionally, a mortgage loan officer can offer advice on local real estate trends and help residents find properties that fit their budget and lifestyle. With Green Bay's unique mix of urban and rural areas, a mortgage loan officer can help residents find the perfect home in the city or the countryside.

Tax Services

Residents of Green Bay, WI can benefit from the expertise of a tax advisor in various ways. One of the most common ways is by helping them navigate the complexities of the state and local tax laws. Green Bay, WI has a unique tax system that differs from other cities in Wisconsin, and a tax advisor can help residents understand the various tax codes and regulations that apply to them. Additionally, a tax advisor can help residents take advantage of tax credits and deductions that they may not be aware of, such as the Wisconsin Homestead Credit or the Wisconsin Veterans and Surviving Spouses Property Tax Credit. Furthermore, a tax advisor can assist residents with tax planning and preparation, ensuring that they are in compliance with all federal, state, and local tax laws and regulations. With the help of a tax advisor, residents of Green Bay, WI can minimize their tax liabilities and maximize their tax savings, ultimately helping them achieve their financial goals.

Estate Planning Lawyer

Residents of Green Bay, WI can benefit from the expertise of an estate planning lawyer in a variety of ways. One of the most common ways is through the creation of a comprehensive estate plan that takes into account the unique needs and circumstances of each individual. This can include drafting wills, trusts, and other legal documents that ensure the proper distribution of assets and property. Additionally, an estate planning lawyer can provide guidance on issues related to tax planning, retirement planning, and long-term care planning. For residents of Green Bay, WI, who may be particularly concerned about the impact of harsh winter weather on their estate plans, an estate planning lawyer can also provide advice on how to protect assets from damage or loss due to weather-related events. With the help of an experienced estate planning lawyer, residents of Green Bay, WI can gain peace of mind knowing that their assets and loved ones are protected.

Green Bay, WI Financial Resources

Green Bay, WI Chamber of Commerce

https://www.greatergbc.org/

Green Bay, WI City Hall

https://greenbaywi.gov/

Green Bay, WI Public Library

https://www.browncountylibrary.org/

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services provided by a wealth manager in Green Bay, WI can be an excellent way to ensure that your financial future is secure. With a wealth manager, you can receive expert guidance on how to invest your money, manage your assets, and plan for retirement. Green Bay, WI, is a bustling city with a rich history and a vibrant culture. Its economy is driven by a mix of industries, including manufacturing, healthcare, and retail. A wealth manager in Green Bay, WI, can help you navigate the local financial landscape and take advantage of investment opportunities that are unique to the area. Whether you're looking to build wealth, protect your assets, or plan for retirement, a wealth manager in Green Bay, WI, can help you achieve your financial goals with burstiness and complexity.

Green Bay, WI is a hidden gem when it comes to finding a top-notch wealth manager. With its diverse economy and thriving business scene, Green Bay is the perfect place to grow and manage your wealth. The city is home to many reputable financial institutions that offer a wide range of investment options and financial planning services. Moreover, Green Bay's unique location on the shores of Lake Michigan provides a beautiful backdrop for any financial discussion. The city's rich history and culture also make it the perfect place to build long-term relationships with your wealth manager. With its stable economy and strong sense of community, Green Bay is an ideal place to invest and grow your wealth. Whether you're looking to build a retirement fund or invest in a new business venture, Green Bay's wealth managers have the expertise and experience to help you achieve your financial goals.