Best Financial Advisors in La Crosse, WI

“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.”

“I was skeptical to talk to a financial advisor because I was worried about be jacked around and used since I'm not very smart with my finances and he got me set on the right track and helped me greatly.”

“Moen Sheehan Meyer helped my husband and I with purchasing a new business.”

“I currently didnt meet the minimum account limit but they helped me out anyway and gave me guidance on how to accomplish my financial goals.”

“Raising personal financial consciousness that will support sustainable personal, family and local economies.”

“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.”

“Brent typically advises investors and retirees that when searching for an advisor to work with, it sometimes is more important to understand not what services that advisor provides, but to understand why the advisor does what they do. Whether you wan...”

“With our investments performance & trust him with the financial growth of our funds.”

“We reached out with a set of questions related to our finances and future planning and they immediately responded.”

“Very helpful and knowledgeable.”

“IMPORTANT CONSUMER INFORMATION:Jess Humpal may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements. Fol...”

“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”

“Quantum Group does not provide tax or legal advice. Please consult a legal or tax professional regarding your individual situation. Tax and/or legal services provided by third party CPAs, attorneys, or other professionals are separate and unrelated t...”

“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.”

“We understand that financial guidance is about more than just money. It's about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your v...”

“Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.”

“Experienced, knowledgeable, competent.”

“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!”

“These are the accountant and financial advisor you have been looking for.”

“Chris has always been on top on any issues and freely communicates to us often.”