La Crosse, WI

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Best Financial Advisors in La Crosse, WI

The highest-rated Financial Planning & Wealth Management firms out of 230 vetted & reviewed in the La Crosse area.

Swartz Financial Planning

Swartz Financial Planning

(9)
Investment Planning, Retirement Planning, Cash Flow & Net Worth
“While the topic of finances is always a hard conversation to have, Michael made the process simple to understand and helped us build our personal financial plan.”
In Business Since 2020
700 3rd St N Suite 202A, La Crosse, WI
i
Trust Point

Trust Point

(3)
Investment Management, Family Office, Retirement Spending Strategies
“Way to go supporting Rosies!!!”
Licensed, BBB Rating: A+
In Business Since 1914
230 Front St N, La Crosse, WI
i
Advisors Management Group

Advisors Management Group

(3)
Business Consulting, Income Tax Preparation, Financial Planning
“This is the most dedicated group of people that I have ever encountered when it comes to doing what is best for their clients as well as those who work for them.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1991
505 King St Suite 208, La Crosse, WI
i
La Crosse Financial Planning

La Crosse Financial Planning

(7)
Investment Planning, Tax Planning & Prep, Estate Planning
“Michael was more than willing to meet with me multiple times to assist in the financial plan and setting up retirement accounts and utilizing options I had through my employment that I was unaware of which had a lower fee.”
In Business Since 2020
700 3rd St N Ste 202A, La Crosse, WI
i
32 Thirty Financial

32 Thirty Financial

(1)
“The team at 32 Thirty Financial are great to work with when planning for the later years in life, protecting your self from the unknown and asset diversification.”
In Business Since 2020
444 Main St Suite 205, La Crosse, WI
i
Schmocker Financial Services

Schmocker Financial Services

(1)
Investment Management, Education Planning, Retirement Income Planning
“With our investments performance & trust him with the financial growth of our funds.”
In Business Since 2005
Serving La Crosse Area
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Cade Financial Services

Cade Financial Services

(2)
“If you need help with your retirement account, severance packages or just wanting to start something, you definitely will NOT be disappointed with the service!”
Transparent Fees & Pricing
In Business Since 2012
Serving La Crosse Area
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Brewer Investment Group

Brewer Investment Group

(1)
“Very helpful and knowledgeable.”
In Business Since 2011
Serving La Crosse Area
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Klauke Investments & Insurance

Klauke Investments & Insurance

(1)
“Always helpful and quick in response to questions”
Average Price Tag
In Business Since 2001
Serving La Crosse Area
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Retirement Planning and Investment Management Services Estimated Cost in La Crosse, WI 2022

Minimum cost
$1030
Maximum cost
$8755
National Average
$3090
Avg Per Hour Rates
$309
$2060
$5665
Fair price range based on 194 cost profiles
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Average Cost $3090
Minimum cost $1030
Maximum cost $8755
Avg Per Hour Rates $309

Typical range $2060 to $5665 is based on 194 cost profiles.

Why these companies made our list

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