La Crosse Financial Planning
“Highly recommend him if you are looking for solid advice on your financial situation!”
Best Financial Advisors in La Crosse, WI
15 firms listed · 9 in La Crosse · 2 open weekends · 7 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Swartz Financial Planning
“I have worked and spoken with a lot of financial professionals before but there is no one like Michael Swartz!”
Advisors Management Group
“If you want great results and honest answers give them a call”
Emerj360
“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.”
Socially Responsible Retirement Strategies
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.”
The 15 firms listed for La Crosse, 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: La Crosse, WI
Of the 15 firms we list here, 9 are in La Crosse itself and 6 come from Onalaska (4 mi). 7 of the firms on this page have a rating, from 4.6 to 5.0 across 61 reviews. 2 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), retirement planning (3), estate planning (2), investment management (2) and tax planning & prep (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. Domain records put 5 websites of the firms on this page at ten or more years old; the oldest dates from 1999. We have a website on file for 14 of the firms on this page; 13 publish a contact page; 11 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside La Crosse listed here?
9 of the 15 firms are located in La Crosse. The others come from other towns within 5 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Walsh Financial; Dori Walsh - Financial Consultant
“She Is vary helpful with financial questions”
Interstate Wealth
Integrated Wealth Management
The Financialoscopy Team -
“We reached out with a set of questions related to our finances and future planning and they immediately responded.”
Brewer Investment Group
Quantum Group Special Needs Planning
AFG Wealth Management
Life Time Financial Services
Financial Planning Services
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
