Green Bay, WI

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Best Financial Advisors in Green Bay, WI

The highest-rated Financial Planning & Wealth Management firms out of 302 vetted & reviewed in the Green Bay area.

Macco Financial Group

Macco Financial Group

Best of 2022
(4)
“I have known them only for a few years but enjoy what I learn, and earn, with their help.”
CFP Certified
In Business Since 2014
Accepts All Major Credit Cards
1138 Main St, Green Bay, WI
i
Tax Management Services

Tax Management Services

(8)
Taxes, Covid-19 Update, Wealth Management
“Eric Jensen at TMS manages every accounting, bookkeeping (Quick Books), payroll, quarterly tax, and tax prep need my insurance agency has and I couldn't be happier about it.”
Coupons & Offers
In Business Since 2008
828 Cherry St, Green Bay, WI
i
Laura Mossakowski

Laura Mossakowski

(6)
  • Team
“My husband and I are working toward retirement and she has helped our money grow we have been very Happy.”
Accepts All Major Credit Cards
In Business Since 2001
2555 Continental Ct # 4, Green Bay, WI
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Catholic Financial Life

Catholic Financial Life

(1)
“He was very responsive and found me a policy with high limits at a low cost.”
Average Price Tag
In Business Since 2010
200 S Washington St Suite 300, Green Bay, WI
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Krause Financial Services

Krause Financial Services

(3)
Expert Testimony & Litigation Support, Crisis Medicaid Case Analysis, Valuation of Non-Compliant Annunities
“They provide exceptional client service and are always willing to go the extra mile for us and for our clientele.”
Free Initial Consultation
In Business Since 2000
Serving Green Bay Area
i
Pension Consultants Co

Pension Consultants Co

(3)
“Jake has done a great job assisting all my clients and is very quick to respond when needed.”
In Business Since 2009
1585 Allouez Ave # 3, Green Bay, WI
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Sanet Muller Coaching Solutions

Sanet Muller Coaching Solutions

(3)
“She is a warm, kind person with a true passion for helping people achieve financial independence.”
In Business Since 2021
Serving Green Bay Area
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Financial Planning & Info

Financial Planning & Info

(1)
“In comparison to some other accounts, my ROI seems to be better with this firm.”
Licensed, BBB Rating: A+
In Business Since 2011
Serving Green Bay Area
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Kadletz Wealth Management

Kadletz Wealth Management

(1)
“John really helped me secure my future.”
Below Average Price Tag
In Business Since 2012
Serving Green Bay Area
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CMS Retirement

CMS Retirement

(1)
Portfolio Optimization Strategies, 401k Information, Retirement Income Planning
“Craig specializes in retirement planning but even if you are not anywhere near there I would recommend that you let him look over your investments to make sure they are producing good results.”
In Business Since 2019
2050 Riverside Dr, Green Bay, WI
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Kopp Financial

Kopp Financial

(1)
“He takes the time to listen and communicates clearly.”
Transparent Fees & Pricing
In Business Since 2013
Serving Green Bay Area
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Cornerstone Benefits Consulting

Cornerstone Benefits Consulting

(2)
Medicare, Health Insurance, Advisor
“Matt has been my advisor since 2014 and since then I was able to quit my job and start my own business when I never thought I would have that opportunity.”
Below Average Price Tag
In Business Since 2009
Serving Green Bay Area
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Guided Path Financial Services

Guided Path Financial Services

(1)
“It's hard to put into words all the great things I have to say about my financial planning experience with Heather at Guided Path!!!”
425 Packerland Dr ste c, Green Bay, WI
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Leuthner Financial

Leuthner Financial

(1)
“Llyod simply makes the financial aspects of life easier !”
1792 E Mason St, Green Bay, WI
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Retirement Planning and Investment Management Services Estimated Cost in Green Bay, WI 2022

Minimum cost
$1030
Maximum cost
$8755
National Average
$3090
Avg Per Hour Rates
$309
$2060
$5665
Fair price range based on 223 cost profiles
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Average Cost $3090
Minimum cost $1030
Maximum cost $8755
Avg Per Hour Rates $309

Average range $2060 to $5665 is based on 223 cost profiles.

Why these companies made our list

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