Wealth Management in Eau Claire County, WI

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List of Firms

Eau Claire County, WI Wealth Management Firms

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Financial Advisors | U.S. Bancorp Investments
Location 131 S Barstow St, Eau Claire, WI 54701, USA
Phone (715) 839-6333
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Baird Private Wealth Management
Location 4106 Oakwood Hills Pkwy Suite 100, Eau Claire, WI 54701, USA
Phone (855) 269-3535
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Veracity Capital ManagementCraig Falkner | Veracity Capital Management | Eau Claire, WI
Location 301 Water St, Eau Claire, WI 54703, USA
Phone (715) 598-8170
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The Quigley Group
Location 401 Pinnacle Way Suite 152, Eau Claire, WI 54701, USA
Phone (715) 858-7788
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Matthew Olson - Thrivent
Location 4330 Golf Terrace Ste 216, Eau Claire, WI 54701, USA
Phone (715) 832-8112
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Kools Wealth Management
Location 1450 Rivers Edge Trail Ste B, Altoona, WI 54720, USA
Phone (715) 415-0272
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Barthen Financial & Insurance Services
5 out of 5
Location 2115 E Clairemont Ave # 1A, Eau Claire, WI 54701, USA
Phone (715) 834-9040
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SEC File# 801-33545
CRD# 113020
Location 1324 W Clairemont Ave Suite 1, Eau Claire, WI 54701, USA
Phone (715) 834-9512
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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SEC File# 801-78284
CRD# 168219
5 out of 5
Location 2420 Rivers Edge Dr, Altoona, WI 54720, USA
Phone (715) 835-6525
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Buska Retirement Solutions, Inc - Eau Claire
SEC File# 801-122395
CRD# 170627
4 out of 5
Location 3621 E Hamilton Ave, Eau Claire, WI 54701, USA
Phone (715) 318-4540
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Thomas Quigley - RBC Wealth Management Financial Advisor
Location 401 Pinnacle Way Suite 152, Eau Claire, WI 54701, USA
Phone (715) 858-7788
Directions
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Integrated Wealth Partners
SEC File# 801-80479
CRD# 170669
Location 2779 S Hastings Way Suite B, Eau Claire, WI 54701, USA
Phone (715) 563-0486
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Investment Management Associates
Location 431 E Clairemont Ave suite a, Eau Claire, WI 54701, USA
Phone (715) 839-1006
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Jones Financial Consulting, LLC
Location 800 Wisconsin St, Eau Claire, WI 54703, USA
Phone (715) 577-2778
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Hall Financial Group LLC
Location 4319 Jeffers Rd #202, Eau Claire, WI 54703, USA
Phone (715) 514-2526
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SEC File# 801-7163
CRD# 8174
Location 4252 Southtowne Dr, Eau Claire, WI 54701, USA
Phone (715) 832-0994
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Justin J. Zoromski of Integrated Wealth Partners
SEC File# 801-80479
CRD# 170669
Location 2779 S Hastings Way suite b, Eau Claire, WI 54701, USA
Phone (715) 563-0486
Directions
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Affinity Asset Management
5 out of 5
Location 826 S Hastings Way #1, Eau Claire, WI 54701, USA
Phone (715) 835-5044
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Stifel
Location 3704 Oakwood Hills Pkwy, Eau Claire, WI 54701, USA
Phone (715) 852-1990
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Webb Investment Group
Location 3704 Oakwood Hills Pkwy, Eau Claire, WI 54701, USA
Phone (715) 834-4117
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Jeffrey Krumenauer - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 1903 Keith St #4, Eau Claire, WI 54701, USA
Phone (715) 838-9001
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River Prairie Wealth Partners - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1520 Front Porch Pl, Altoona, WI 54720, USA
Phone (715) 832-7715
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Hasenberg Financial Group
4 out of 5
Location 431 E Clairemont Ave Suite B, Eau Claire, WI 54701, USA
Phone (715) 839-6566
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Trust Point
Location 7 S Dewey St, Eau Claire, WI 54701, USA
Phone (715) 461-7018
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Merrill Lynch Wealth Management Advisor Joseph W Munger
Location 3508 Oakwood Mall Dr, Eau Claire, WI 54701, USA
Phone (715) 830-9745
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Decades Financial, LLC
5 out of 5
Location 2523 W Folsom St Suite A1, Eau Claire, WI 54703, USA
Phone (715) 514-4032
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Raymond James - Blue Granite Wealth
Location 4257 Southtowne Dr, Eau Claire, WI 54701, USA
Phone (715) 514-2900
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Wealth Enhancement Inc
1 out of 5
Location 2150 Brackett Ave, Eau Claire, WI 54701, USA
Phone (715) 835-8800
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Ian Kopp - Thrivent
Location 4423 Golf Terrace Ste 1, Eau Claire, WI 54701, USA
Phone (715) 456-7582
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Clear Water Investment Management Co
Location Eau Claire, WI 54701, USA
Phone (715) 514-2377
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Jansen Wealth Management
SEC File# 801-122897
CRD# 317824
5 out of 5
Location 1476 Blazing Star Blvd Ste. 3, Altoona, WI 54720, USA
Phone (715) 481-0499
Directions
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Patrick Quigley - RBC Wealth Management Financial Advisor
Location 401 Pinnacle Way Suite 152, Eau Claire, WI 54701, USA
Phone (715) 858-7784
Directions
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Northwestern Mutual
5 out of 5
Location 3610 Oakwood Hills Pkwy Ste 1, Eau Claire, WI 54701, USA
Phone (715) 835-2117
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North Point Advisor Group
5 out of 5
Location 903 S Hillcrest Pkwy, Altoona, WI 54720, USA
Phone (715) 598-7011
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Wealth Management in Eau Claire County, WI

Where Wealth Management Advisors in Eau Claire County, WI Serve

Eau Claire County, located in western Wisconsin, is a bustling hub of activity with plenty of landmarks, top employers, major highways and streets, and neighborhoods to explore. From the stunning Chippewa River to the bustling downtown area, there's something for everyone in this vibrant community. Some of the most notable landmarks in Eau Claire County include the Carson Park baseball stadium, the Chippewa Valley Museum, and the beautiful Phoenix Park. These sites offer a glimpse into the area's rich history and culture, and are must-see destinations for visitors and locals alike. When it comes to top employers, Eau Claire County is home to a diverse range of businesses and industries. Some of the largest employers in the area include Mayo Clinic Health System, Menards, and the University of Wisconsin-Eau Claire. These companies provide a wide range of job opportunities and help to drive the local economy. Major highways and streets in Eau Claire County include Interstate 94, U.S.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Eau Claire County, WI can benefit from a bank in several ways. For starters, a bank can provide financial services that aid in the management of personal finances. This could include opening a checking or savings account, obtaining a loan for a car or home, or investing in a retirement fund. Additionally, a bank can offer financial education and resources to help individuals make informed decisions about their money. For instance, given the county's strong agricultural industry, a bank could provide specialized financial advice to farmers to help them navigate the unique challenges of their profession. Furthermore, a bank can contribute to the local economy by providing loans to small businesses and supporting community development initiatives. Overall, a bank can be a valuable resource for residents of Eau Claire County, WI, helping them achieve their financial goals and strengthen their community.

Insurance Broker

Residents of Eau Claire County, WI can benefit from the services of an insurance broker in a number of ways. With the county being home to a large number of small businesses, an insurance broker can help these businesses navigate the complex world of insurance policies and find the coverage that best suits their needs. Additionally, Eau Claire County is known for its harsh winters, which can lead to an increased risk of accidents and property damage. An insurance broker can help residents ensure that they have adequate coverage for these types of events. Furthermore, with the county's growing population, there is a greater need for healthcare coverage. An insurance broker can help residents find the best health insurance plans to meet their needs and budget. Overall, an insurance broker can provide valuable assistance to residents of Eau Claire County in navigating the often-confusing world of insurance policies and finding the coverage that best meets their needs.

Retirement Planning

Residents of Eau Claire County, WI can benefit from the expertise of a retirement planner in several ways. With a population of over 100,000, the county has a diverse demographic with varying financial situations and retirement goals. A retirement planner can assist individuals in creating a customized plan that takes into account their unique circumstances, such as the high cost of living in Eau Claire compared to other areas in the state. Furthermore, the planner can help residents navigate the complex tax laws and investment options available to them, ensuring they maximize their retirement savings. In addition, the planner can provide guidance on healthcare costs, which are a significant concern for retirees in Eau Claire County, where the average annual healthcare expenditure is higher than the state average. Overall, a retirement planner can help residents of Eau Claire County, WI achieve financial security and peace of mind during their retirement years.

Financial Advisor

Residents of Eau Claire County, WI can benefit greatly from the services of a financial advisor. With the county's growing economy and diverse population, financial planning can be a complex and overwhelming task for many individuals. A financial advisor can help residents navigate the intricacies of retirement planning, investment strategies, and tax planning. Additionally, with Eau Claire County's rich agricultural heritage, a financial advisor can provide specialized advice on farm succession planning and estate planning for farmers. With the county's close proximity to the Chippewa and Eau Claire Rivers, a financial advisor can also offer expertise on flood insurance and other natural disaster planning. Overall, a financial advisor can provide invaluable guidance and support to residents of Eau Claire County, helping them achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Eau Claire County, WI would greatly benefit from the assistance of a mortgage loan officer. These professionals can help residents navigate the complex and ever-changing world of home financing, ensuring that they secure the best possible terms for their mortgage. With a deep understanding of the local market, a mortgage loan officer can help residents identify properties that fit their budget and needs. Moreover, they can provide guidance on the various loan options available, including government-backed programs and first-time homebuyer incentives. Given the unique geography of Eau Claire County, with its rolling hills and scenic countryside, a mortgage loan officer can also help residents identify properties that are well-suited for outdoor enthusiasts and nature lovers. By working with a mortgage loan officer, residents of Eau Claire County can achieve their dream of homeownership and enjoy all that this beautiful region has to offer.

Tax Services

Residents of Eau Claire County, WI could benefit from the expertise of a tax advisor in a plethora of ways. Firstly, given that the county is home to a large number of small businesses, a tax advisor could assist these entities in optimizing their tax liabilities and ensuring compliance with the ever-changing tax laws. Secondly, with the county's diverse population, a tax advisor could provide guidance on how to navigate the complexities of filing taxes for non-citizens or those with dual citizenship. Additionally, given the county's high number of retirees, a tax advisor could help seniors maximize their retirement savings and plan for their financial futures. Lastly, with the county's recent economic growth and development, a tax advisor could provide valuable insight into tax incentives and credits available to businesses and individuals looking to invest in the area. Overall, the expertise of a tax advisor could prove invaluable to the residents of Eau Claire County, WI in navigating the complexities of the tax system and making informed financial decisions.

Estate Planning Lawyer

Residents of Eau Claire County, WI can benefit from the expertise of an estate planning lawyer in a multitude of ways. One of the most common ways is through the creation of a comprehensive estate plan. This includes drafting wills, trusts, and other legal documents that dictate how a person's assets are to be distributed after their death. In Eau Claire County, WI, where the population is predominantly rural, an estate planning lawyer can also assist with succession planning for family-owned farms and businesses. Additionally, the lawyer can provide guidance on tax planning, ensuring that residents are taking advantage of all available tax breaks and minimizing their tax liability. With the help of an estate planning lawyer, residents of Eau Claire County, WI can have peace of mind knowing that their assets will be protected and their wishes will be carried out according to their desires.

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