Wealth Management in Winnebago County, WI

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List of Firms

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
Language http://windwardwealthstrategies.com/about-us/our-fees/
Directions
Fletcher Duxstad Wealth
SEC File# 801-117229
CRD# 305030
Location 1918 S Washburn St, Oshkosh, WI 54904, USA
Phone (920) 233-4650
Directions
Kimball Asset Management
Location 48 N Oakwood Rd, Oshkosh, WI 54904, USA
Phone (920) 230-2121
Directions
Platinum Wealth Management
Location 1977 American Dr, Neenah, WI 54956, USA
Phone (920) 243-6746
Directions
Cowling Bay Wealth Management
Location 1690 Grundman Ln, Oshkosh, WI 54901, USA
Phone (920) 383-1617
Language http://www.cowlingbay.com/
Directions
Wealth Management in Winnebago County, WI

Where Wealth Management Advisors in Winnebago County, WI Serve

Winnebago County, WI is a vibrant and bustling community that boasts a rich history and an array of landmarks that are sure to captivate the imagination of anyone who visits. From the stunning natural beauty of Lake Winnebago to the iconic architecture of the Paine Art Center and Gardens, there is something for everyone in this dynamic region. In terms of top employers, Winnebago County is home to a diverse mix of businesses, including Oshkosh Corporation, Bemis Company, and Kimberly-Clark. These companies provide a wide range of employment opportunities for residents of the area, and help to drive the local economy. When it comes to transportation, Winnebago County is well-connected to the rest of the state and beyond, thanks to its extensive network of highways and streets.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Winnebago County, WI can benefit greatly from the services offered by a bank. With a population of over 170,000 people, the county is home to a diverse group of individuals with different financial needs. For instance, a bank can provide loans to people looking to start a business in the county, which can help stimulate the local economy. Additionally, banks can offer mortgages to individuals looking to purchase a home in Winnebago County, which can help increase homeownership rates. Moreover, banks can provide financial education to residents, which can help them make informed decisions about their finances and improve their financial literacy. Overall, the services offered by a bank can help improve the financial well-being of Winnebago County residents and contribute to the growth and development of the county.

Insurance Broker

Residents of Winnebago County, WI can benefit greatly from the services of an insurance broker. With the county being home to a diverse population, ranging from farmers to business owners, an insurance broker can help tailor insurance policies to meet the unique needs of each individual. For instance, farmers in the county may require specialized insurance coverage to protect their crops and livestock, while business owners may need liability insurance to protect against potential lawsuits. Moreover, an insurance broker can help residents navigate the complex world of healthcare insurance, which can be particularly challenging in Winnebago County where access to healthcare may be limited in some areas. Overall, an insurance broker can provide invaluable assistance to residents of Winnebago County, ensuring they have the right coverage to protect their assets and well-being.

Retirement Planning

Residents of Winnebago County, WI could greatly benefit from the services of a retirement planner. With a population of over 170,000, the county is home to a diverse group of individuals with varying financial backgrounds and retirement goals. A retirement planner can assist in creating a personalized financial plan that takes into account the specific needs and desires of each individual. This could include strategies for maximizing Social Security benefits, minimizing taxes, and managing investments. Additionally, the planner can provide guidance on long-term care planning, which is particularly important in Winnebago County where the population is aging at a faster rate than the state average. With the help of a retirement planner, residents of Winnebago County can feel more confident in their financial future and be better prepared for the challenges that come with retirement.

Financial Advisor

Residents of Winnebago County, WI can benefit greatly from the services of a financial advisor. A skilled financial advisor can help residents navigate the complexities of the local economy and make informed decisions about their finances. One specific challenge facing residents of Winnebago County is the high cost of living in the area. A financial advisor can help residents develop a budget that takes into account the high cost of housing, food, and other essentials, while also helping them save for the future. Additionally, a financial advisor can provide guidance on investing in the local economy, which is heavily focused on manufacturing and healthcare. By working with a financial advisor, residents of Winnebago County can gain the knowledge and skills they need to achieve financial stability and security.

Mortgage Loan Officer

Residents of Winnebago County, WI can greatly benefit from the services of a mortgage loan officer. With a population of over 170,000 people, Winnebago County is a diverse community with a wide range of financial needs. A mortgage loan officer can help residents navigate the complex process of securing a home loan, whether they are first-time homebuyers or looking to refinance their existing mortgage. In addition, the loan officer can provide guidance on the various loan programs available in the county, such as the Wisconsin Housing and Economic Development Authority (WHEDA) loan program, which offers low-interest loans to eligible borrowers. With the help of a knowledgeable and experienced mortgage loan officer, residents of Winnebago County can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Winnebago County, WI can benefit greatly from the expertise of a tax advisor. With the county's diverse economy, which includes manufacturing, healthcare, and education, there are numerous tax implications that can be difficult for individuals to navigate on their own. A tax advisor can help residents understand how to maximize deductions, minimize tax liabilities, and ensure compliance with local, state, and federal tax laws. Additionally, with the recent changes to tax laws, such as the Tax Cuts and Jobs Act, a tax advisor can provide guidance on how these changes impact residents of Winnebago County, WI specifically. Whether it's assisting with tax planning for a small business or helping an individual navigate complex tax situations, a tax advisor can provide valuable support for residents of Winnebago County, WI.

Estate Planning Lawyer

Residents of Winnebago County, WI can benefit greatly from the expertise of an estate planning lawyer in a variety of ways. One specific example is the need for a comprehensive plan to manage their assets and property in the event of incapacity or death. Estate planning lawyers can assist with drafting wills, trusts, and other legal documents that can help ensure that their clients' wishes are carried out. Additionally, residents of Winnebago County, WI may have unique concerns related to their local laws and regulations, such as property tax exemptions or estate taxes. An estate planning lawyer can provide guidance on these matters and help clients navigate the complex legal landscape. With their bursty and complex approach to legal problem-solving, estate planning lawyers can provide invaluable support to residents of Winnebago County, WI as they plan for their future and the future of their loved ones.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a skilled wealth manager in Winnebago County, WI are comprehensive and tailored to meet the unique needs of each client. The manager can provide investment advice, tax planning, estate planning, retirement planning, and risk management services. With a deep understanding of the local market, the wealth manager can offer insights into the unique investment opportunities available in Winnebago County, WI. The manager can also help clients navigate complex tax laws and regulations specific to the county and state, ensuring that they are taking full advantage of tax-saving strategies. Additionally, the wealth manager can provide guidance on estate planning, ensuring that clients' assets are protected and distributed according to their wishes. Overall, a wealth manager in Winnebago County, WI can provide a comprehensive suite of services to help clients achieve their financial goals and secure their financial future.

Winnebago County, WI is an ideal location to secure a wealth manager due to its thriving economy and diverse investment opportunities. With a population of over 170,000, the county boasts a variety of industries ranging from manufacturing to healthcare, providing a wealth of investment options for a skilled wealth manager. Additionally, Winnebago County is home to a number of prestigious financial institutions, including several national banks and investment firms, which attract top talent in the industry. The county's strategic location in the heart of the Midwest also makes it an attractive destination for businesses seeking to expand, creating a dynamic and ever-evolving investment landscape. Whether you are looking to grow your portfolio or plan for retirement, Winnebago County's robust economy and diverse investment opportunities make it the perfect place to find a skilled and experienced wealth manager to help you achieve your financial goals.