Eau Claire, WI

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Eau Claire, WI
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Best Financial Advisors in Eau Claire, WI

The highest-rated Financial Planning & Wealth Management companies out of 165 vetted & reviewed in the Eau Claire area.

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Hall Financial Group

Hall Financial Group

“I graduated from Superior Senior High School in Superior, Wisconsin. Growing up in the country -- from raising chickens and mink, to bailing hay -- was a great experience. It was certainly nowhere near what kids do for fun these days. The three build...”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2010
4319 Jeffers Rd #202, Eau Claire, WI
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Keystone Financial

Keystone Financial

(7)
“We have found the staff to be professional, ethical and genuinely interested in achieving the best for us as clients.”
Licensed, BBB Accredited
In Business Since 2013
4252 Southtowne Dr, Eau Claire, WI
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Mainstreet Capital Management

Mainstreet Capital Management

(1)
Financial Services, Financial Planning
“They give facts, figures and information and let you decide how you want to direct them.”
Accepts All Major Credit Cards
In Business Since 2007
601 S Farwell St a, Eau Claire, WI
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Decades Financial

Decades Financial

(1)
“Very good people that you feel you can trust with your finances.”
In Business Since 2019
2523 W Folsom St Suite A1, Eau Claire, WI
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Barthen Financial & Insurance Services

Barthen Financial & Insurance Services

“Ready to take control of your future? Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.”
In Business Since 2015
2115 E Clairemont Ave #1A, Eau Claire, WI
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Hasenberg Financial Group

Hasenberg Financial Group

“We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.”
In Business Since 2022
431 E Clairemont Ave Suite E, Eau Claire, WI
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Webb Investment Group

Webb Investment Group

“From investments to research to related financial services, we take a full-service approach. Coupling our combined 60-plus years of experience with Stifel's broad capabilities, we have the knowledge and know-how to address your estate, retirement, fi...”
In Business Since 2015
3704 Oakwood Hills Pkwy, Eau Claire, WI
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Wisconsin Business Development

Wisconsin Business Development

“The U.S. Small Business Administration (SBA) 504 loan program is a unique financing option that can be used to finance fixed assets such as commercial real estate or equipment. Low, fixed interest rates are available for up to 25 years with down paym...”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1999
3610 Oakwood Mall Dr # 201, Eau Claire, WI
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Raymond James - Blue Granite Wealth

Raymond James - Blue Granite Wealth

Services, Services
“Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we're here to provide you with personalized financial...”
Family Business
In Business Since 1998
4257 Southtowne Dr, Eau Claire, WI
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Jones Financial Consulting

Jones Financial Consulting

Retirement Planning, Investment Philosophy, Social Security Planning
“Jones Financial is an independent advisory firm. We act your best interest. In addition, practicing as a “fee-only” advisor means we do not receive compensation based on product sales. We sell no products.We offer you our advice for a fee. There are ...”
In Business Since 2011
800 Wisconsin St, Eau Claire, WI
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Gilfi

Gilfi

“Within the virtual walls ofoursite, you'll find an extensive array of tools to assist in evaluating your current financial position, managing your portfolio, educatingin areas that are perhaps somewhat foreign ormaybe sitting in on an e-seminar togai...”
Accepts All Major Credit Cards
Offers Financing Options
In Business Since 1995
3806 Oakwood Hills Pkwy #2, Eau Claire, WI
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Royal Alliance Associates

Royal Alliance Associates

“It can be incredibly overwhelming to navigate the world of financial planning and investing. Without personalized guidance and easy-to-understand advice, it's hard to feel confident in your financial future. At Investment Management Associates of Eau...”
In Business Since 2016
431 E Clairemont Ave suite a, Eau Claire, WI
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Justin J. Zoromski of Integrated Wealth Partners

Justin J. Zoromski of Integrated Wealth Partners

“We are committed to learning about your goals and dreams, values and your aspirations. By meeting you in whatever chapter of life you are in, we strive to know where you've come from, where you are now, and where you aspire to be. Our goal is to help...”
In Business Since 2019
2779 S Hastings Way suite b, Eau Claire, WI
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Bernicke Wealth Management

Bernicke Wealth Management

(1)
“Everyone at Bernicke is very friendly and knowledgable and we would highly recommend them to anyone who.”
Licensed, BBB Rating: A+
In Business Since 1989
Serving Eau Claire Area
Featured

One missed tax planning opportunity that many investors make includes failing to utilize their tax-efficient investment accounts fully. Our team at Bernicke Wealth Management calls the techniques discussed here the “Two Pocket Exchange Strategy©” as they require shifting assets and income sources that investors already have from one “pocket” to another.

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Chippewa Valley Financial Services

Chippewa Valley Financial Services

(7)
Tax Planning, Accounting Services, Tax Preparation
“She was wonderful and even checked over my last couple years to make sure I was getting back everything I should have been!”
In Business Since 2015
Serving Eau Claire Area
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CJC Company

CJC Company

(12)
  • Management
  • Financial Statement
  • Small Business
“In our three months working with CJC, they have saved us money, streamlined our work, cleaned up some old messes, and given us accurate, timely reports that we are using to manage our programs and plan our growth.”
In Business Since 2014
Serving Eau Claire Area
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Orgel Wealth Management

Orgel Wealth Management

(2)
“Trustworthy and classy operation.”
In Business Since 2013
Serving Eau Claire Area
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North Point Advisor Group

North Point Advisor Group

(1)
“Always available for anything that may come up throughout the year.”
In Business Since 2020
Serving Eau Claire Area
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Benefit Resource Partners

Benefit Resource Partners

Net Analysis, Pension Computation, Fegli Cost and Coverage Computation
“With a process built on collaboration, our team works to help you achieve your best version of retirement. We will assist you in navigating through the federal benefits package and maximizing the opportunities inside—and outside—your benefit system....”
In Business Since 1979
Serving Eau Claire Area
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Benefit Wealth Partners

Benefit Wealth Partners

Net Analysis, Pension Computation, Fegli Cost and Coverage Computation
“By creating and using simple and easy-to-grasp planning tools, we can talk each client through the complicated financial planning process. Our work with Federal employees has allowed us to develop a comprehensive approach that can be applied to every...”
In Business Since 1978
Serving Eau Claire Area
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Shillin Wealth Management

Shillin Wealth Management

(1)
“They are all organized, prepared, professional, and have some good suggestions.”
Serving Eau Claire Area
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Fries Financial Group

Fries Financial Group

“Fries Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/ SIPC. Investment Advisory Services offered through Raymond...”
Accepts Check, Debit
In Business Since 2006
Serving Eau Claire Area
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Waznik Moseler Group

Waznik Moseler Group

Employer Services, WMG Client Experience, Individual Services
“No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing...”
In Business Since 2004
Serving Eau Claire Area
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Heike Wealth Management

Heike Wealth Management

“These days people of all walks of life face unique challenges as they prepare for retirement. Whether your goal is to grow your wealth or preserve your assets, our holistic approach focuses on your risk profile and long-term goals.”
In Business Since 2018
Serving Eau Claire Area
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Retirement Planning and Investment Management Services in Eau Claire, WI Cost Estimates

Minimum cost
$1102
Maximum cost
$9360
National Average
$3304
Avg Per Hour Rates
$331
$2203
$6057
Average price range is based on 452 cost profiles
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Average Cost $3304
Minimum cost $1102
Maximum cost $9360
Avg Per Hour Rates $331

Average range $2203 to $6057 is based on 452 cost profiles.

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Wealth Management Advisors near Eau Claire

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