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Laura Mossakowski

(29)

Questions
Confident
Strategies

“They are able to explain things to me in a way I can understand, I have no background in financial management strategies so this was very important to me.”

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Macco Financial Group

(4)

“Very easy to work with and very knowledgeable.”

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Secure Retirement Solutions

(3)

“I have worked with them as a service provider over the last few years, and genuine kindness and gratefulness are consistently displayed by them in every single interaction.”

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Zuehlke Karcz Financial Group - Richard Zuehlke

(1)

“Really like the personal advice that anyone one the team can give you.”

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Wealthpoint Financial

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Chambers Financial Group

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The 24 firms listed for Green Bay, WI provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Green Bay, WI

All 24 firms we list here are in Green Bay itself. We have 27 firms in Green Bay on file; this page shows the highest-rated 24. 16 of the firms on this page have a rating, from 3.8 to 5.0 across 73 reviews; 14 are rated 4.5 or higher. The services the firms on this page list most often on their websites are estate (2), estate planning (2), insurance (2), investment (2) and lifestyle (2). 3 list staff certifications (CFP) and 3 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 34 years. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 21 of the firms on this page; 18 publish a contact page; 17 list a public email and 2 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Green Bay take financial planning bookings online?

2 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

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Tailored Financial Solutions

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Concurrent Financial Planning

(1)

“The services we have received from Concurrent Financial Planning has been beyond our expectations.”

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CMS Retirement

(1)

“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.”

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Bellue & Associates

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Focus CPA

(4)

“⭐⭐⭐⭐⭐ As both a personal client and a family business owner, I've entrusted Focus CPA with our accounting needs and they've consistently gone above and beyond.”

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Pension

(6)

401k
Website
Communication

“Pension Inc has helped us administer our 401k for a number of years and they do a great job making sure all of our employees information is recorded properly and our 401k is compliant.”