Best Financial Advisors in La Crosse, WI

The highest-rated Financial Planning & Wealth Management companies out of 160 vetted & reviewed in the La Crosse area.

La Crosse Financial Planning

La Crosse Financial Planning

(22)
Retirement Planning, Investment Management, Tax Planning & Prep
“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
Transparent Fees & Pricing
700 3rd St N Suite 202A, La Crosse, WI
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Trust Point

Trust Point

(3)
Corporate Trustee Service, Compare Solutions, Charitable Trusts
“First class organization where they are always thinking about their clients best interest!”
In Business Since 1919
Licensed, BBB Rating: A+
230 Front St N, La Crosse, WI
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Swartz Financial Planning

Swartz Financial Planning

(16)
Financial Planning, Estate Planning & Documents, Investment Management
“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.”
In Business Since 2020
Transparent Fees & Pricing
700 3rd St N Suite 202A, La Crosse, WI
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Moen Sheehan Meyer

Moen Sheehan Meyer

(15)
Corporate / Business Law, Personal Injury / Workers’ Compensation, Real Estate Law
“Moen Sheehan Meyer helped my husband and I with purchasing a new business.”
In Business Since 2008
Accepts Cash, Check
201 Main St, La Crosse, WI
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Advisors Management Group

Advisors Management Group

(5)
Investment Advisory, Tax Return Preparation, Business Consulting
“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.”
In Business Since 1994
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
505 King St STE 208, La Crosse, WI
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Coulee Wealth Management

Coulee Wealth Management

“The team at Coulee is awesomely nice and helpful. You get big bank resources with small bank friendliness and helpfulness. They have gone the extra mile for me several times, doing things that a big bank call center would never do.”
In Business Since 2004
Transparent Fees & Pricing
1516 Losey Blvd S, La Crosse, WI
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Emerj360

Emerj360

(2)
“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.”
In Business Since 2021
230 Front St N Suite 100, La Crosse, WI
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Socially Responsible Retirement Strategies

Socially Responsible Retirement Strategies

Financial Planning, Estate Planning, Cash Flow Management
“Raising personal financial consciousness that will support sustainable personal, family and local economies.”
In Business Since 2018
444 Main St #207, La Crosse, WI
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32thirty Financial

32thirty Financial

“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
Average Price Tag
100 Harborview Plaza Ste C4, La Crosse, WI
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Walsh Financial; Dori Walsh - Financial Consultant

Walsh Financial; Dori Walsh - Financial Consultant

(1)
“She Is vary helpful with financial questions”
2137 Ward Ave, La Crosse, WI
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Interstate Wealth

Interstate Wealth

“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...”
In Business Since 2017
4535 Mormon Coulee Rd #2, La Crosse, WI
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Family Financial Group Inc

Family Financial Group Inc

Importance of Funding an IRA, Long-Term Care Insurance, Fixed & Fixed-Indexed Annuities
“At Family Financial Group, Inc. (FFGI), we strive to provide the best financial services available in the marketplace today. Client Satisfaction is our top priority. FFGI utilizes a holistic approach to financial planning - we emphasize the importanc...”
In Business Since 2008
NPN# 335076
Serving La Crosse Area
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Schmocker Financial Services

Schmocker Financial Services

(3)
Financial Planning, Estate Planning, Investment Management
“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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Klauke Investments & Insurance

Klauke Investments & Insurance

(1)
“Always helpful and quick in response to questions”
In Business Since 2001
Serving La Crosse Area
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The Financialoscopy Team -

The Financialoscopy Team -

(1)
“We reached out with a set of questions related to our finances and future planning and they immediately responded.”
In Business Since 2001
Serving La Crosse Area
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The Klos Davies Group - Baird Private Wealth Management

The Klos Davies Group - Baird Private Wealth Management

(1)
“Scott and his team gave me the one on one attention and really listened to my concerns and needs a small business owner to accommodate my financial goals .”
In Business Since 2010
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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Merchants Investment Services

Merchants Investment Services

Financial Planning, Small Business Retirement Plans
“At Merchants we believe when we all work together, our communities thrive. As a leader, we are committed to doing our part to help our neighbors and friends succeed. We're proud to share some of the ways we've helped our communities - our Merchants f...”
In Business Since 1996
Offers Financing Options
Transparent Fees & Pricing
Serving La Crosse Area
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Humpal Financial

Humpal Financial

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“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...”
In Business Since 2019
Transparent Fees & Pricing
Serving La Crosse Area
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Quantum Group Special Needs Planning

Quantum Group Special Needs Planning

“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...”
In Business Since 2019
Transparent Fees & Pricing
Serving La Crosse Area
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Flanagan Financial

Flanagan Financial

Featured Links
“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...”
In Business Since 2004
Accepts All Major Credit Cards
Serving La Crosse Area
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Life Time Financial Services

Life Time Financial Services

“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...”
In Business Since 2019
Serving La Crosse Area
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TAP Consulting

TAP Consulting

Serving La Crosse Area
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Bluff View Investment Solutions - Eric Moen

Bluff View Investment Solutions - Eric Moen

“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 2018
Serving La Crosse Area
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Retirement Planning and Investment Management Services in La Crosse, WI Cost Estimates

Minimum cost
$1031
Maximum cost
$8756
National Average
$3091
Avg Per Hour Rates
$310
$2061
$5666
Fair price range is based on 482 cost profiles
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Average Cost $3091
Minimum cost $1031
Maximum cost $8756
Avg Per Hour Rates $310

Fair range $2061 to $5666 is based on 482 cost profiles.

Why these companies made our list

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