Manitowoc, WI

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Manitowoc, WI
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Best Financial Advisors in Manitowoc, WI

The highest-rated Financial Planning & Wealth Management companies out of 145 vetted & reviewed in the Manitowoc area.

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Ostrander Financial Group

Ostrander Financial Group

“Looking for sound investment and tax advice to chart your financial future? You'll feel confident knowing a trusted advisor is helping with all your financial planning needs. See for yourself why Ostrander Financial Group continues to receive accolad...”
In Business Since 2015
540 N 8th St, Manitowoc, WI
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Hibbard Financial Services

Hibbard Financial Services

Quickbooks, Wealth Insights, Your Team
“CFP® and CERTIFIED FINANCIAL PLANNERTM are marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.”
In Business Since 2009
2316 Washington St, Manitowoc, WI
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Michael E & Halla Associates Financial

Michael E & Halla Associates Financial

Team, Client Bill of Rights
“At Michael E Halla & Associates, we understand that pre-retirees and retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge aga...”
In Business Since 2013
100 Maritime Dr #3a, Manitowoc, WI
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The Financial Group

The Financial Group

(9)
Additional Tax Resource, Tell A Friend
“The Financial Group has knowledgable advisors that take the time to listen to your individual financial needs and customize an investment plan that fits your situation and goals—highly recommended!”
Accepts All Major Credit Cards
In Business Since 2009
CFP Certified
625 N 8th St, Sheboygan, WI
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Cleartrack Financial Advisors

Cleartrack Financial Advisors

Services, Services
“In addition to the financial implications, retirement has life implications. Our knowledgeable and experienced team can help you sort through the possibilities and offer financial advice designed to guide you up to and through the retirement you've e...”
In Business Since 1998
Family Business
2032 Erie Ave, Sheboygan, WI
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Financial Planning & Info

Financial Planning & Info

(1)
“In comparison to some other accounts, my ROI seems to be better with this firm.”
In Business Since 2014
Licensed, BBB Rating: A+
Serving Manitowoc Area
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Tax Management Services

Tax Management Services

(3)
Accounting, Insurance, Wealth Management
“We moved to Tax Management Services about five or six years ago for our business and personal returns and have been extremely pleased with our results.”
In Business Since 2008
Coupons & Offers
Serving Manitowoc Area
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Simplify

Simplify

(5)
“Excellent customer service, very friendly and helpful staff, highly recommendef!”
In Business Since 2016
930 Michigan Ave, Sheboygan, WI
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Krause Financial Services

Krause Financial Services

(3)
Long-Term Care Insurance Consultation, Valuation of Non-Compliant Annunities, Crisis Medicaid Case Analysis
“Krause Financial Services has been a valuable resource for our elder law clients.”
In Business Since 2000
Free Initial Consultation
Serving Manitowoc Area
FAQs
Where is Krause Financial Services located?
Our office is in De Pere, WI, but we work nationwide. We are available Monday through Friday, 7:00 a.m. to 5:00 p.m. Central Time, through phone and email.
Do you work directly with my client to complete the annuity purchase?
While we are happy to assist your clients with any questions they may have regarding the annuity purchase, the elder law attorney is our preferred point of contact.
Is my client able to rollover his or her IRA into a Medicaid Compliant Annuity?
In most cases: Yes, your client can rollover or transfer his or her IRA into an MCA. The IRA cannot be annuitized and it must contain a cash value. To verify your client qualifies for this option, or if the rollover/transfer is appropriate for your client, please contact us directly.
Is my client able to rollover his or her existing annuity into a Medicaid Compliant Annuity?
In certain situations: Yes, the client can request a 1035 Exchange to have the annuity transferred into a new contract. The annuity must be a deferred or variable annuity in order to perform the 1035 Exchange; it cannot be annuitized. Your client may also be able to conduct a 1035 Exchange to transfer the cash value of an existing life insurance policy to an MCA. To verify that your client qualifies for this option, please contact us directly.
What if my client makes a mistake on the annuity application?
Your client may either re-complete the page, or they may strike out the incorrect text, input the correct information, and initial the change. Please do not use white-out or correction fluid. When in doubt, please send a copy of the mistake to a Benefits Planners for specific guidance prior to mailing an original application.
Other questions that you might have are answered on the FAQ page of our website.
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Belke Financial Group

Belke Financial Group

(2)
Community Sponsorship
“Knowledgeable agents and they explain everything so you can understand it”
In Business Since 2012
Serving Manitowoc Area
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Doherty Consulting

Doherty Consulting

(1)
Tax Preparation & Electronic Filing, Financial Projections, Business Plans
“They do a great job, very knowledgeable and patient, work hard and are expedient too!”
Offers Financing Options
In Business Since 1998
Transparent Fees & Pricing
901 Superior Ave #350, Sheboygan, WI
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Veritas Financial Services

Veritas Financial Services

(1)
Tax, Planning, Investing
“We like the fact that we can become experts if we want - because there are many opportunities for classes, video to watch, etc.”
In Business Since 2008
Remote Consultations Available
Serving Manitowoc Area
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Pamela Otten

Pamela Otten

In Business Since 2008
519 Blackstock Ave, Sheboygan, WI
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Action Financial Strategies

Action Financial Strategies

(1)
“They're very down to earth and have helped me and my businesses take care of our financial needs so we can focus on what we do best.”
In Business Since 2012
Licensed
Serving Manitowoc Area
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Wisconsin Advisors

Wisconsin Advisors

Tell A Friend, Cdfa Divorce Services, Keith Hendricks
“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 2013
1407 N 8th St #204, Sheboygan, WI
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Suckow Financial Partners

Suckow Financial Partners

“In 2008, Don Suckow and his fellow representative Mike Mech joined forces to start Mech and Suckow Financial Partners. This venture was to start with Woodbury Financial Services who is the Broker Dealer they chose to work through. They enjoyed a succ...”
In Business Since 2013
Free Initial Consultation
300 Audubon Rd #200, Sheboygan, WI
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Northright Financial

Northright Financial

Mission Statement, Blog
“At Northright Financial, we work for you. Our team is comprised of five, independent financial advisors, who have chosen to do business with a collaborative approach. We believe that this is the best way to serve our clients' personal interests. As i...”
In Business Since 2017
Serving Manitowoc Area
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Riesterer Financial

Riesterer Financial

“If the path from where you are, to where you want to be, seems hard to imagine, we are able to help. We understand that most people have multiple and sometimes conflicting financial priorities. We are experienced in addressing a broad range of financ...”
In Business Since 2007
Serving Manitowoc Area
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Financial Freedom Cares

Financial Freedom Cares

“At Financial Freedom, we focus our efforts on gaining a full understanding of your financial situation, where you are on the road to retirement, and what options could work best for your plan. When you meet with us, we will be able to answer all your...”
In Business Since 2021
Serving Manitowoc Area
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Bizcfos.llc

Bizcfos.llc

“A Fractional CFO brings insight from a variety of situations to help you see the big picture. BizCFOs are pragmatic strategists, helping you meet your goals and achieve greater success for your business.”
In Business Since 2022
807 Center Ave, Sheboygan, WI
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Watertax

Watertax

(3)
Quickbooks Services, Business Services, Tax Services
“Always excellent service.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2009
Licensed, BBB Rating: A+
2559 E Calumet St, Appleton, WI
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Cape Financial Group | Raymond James

Cape Financial Group | Raymond James

(1)
Services, Services, Biblically Responsible Investing
“Cfg is fantastic.”
Family Business
In Business Since 2018
Licensed, BBB Rating: A+
2345 E Mason St, Green Bay, WI
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Macco Financial Group

Macco Financial Group

(4)
“Very easy to work with and very knowledgeable.”
Accepts All Major Credit Cards
In Business Since 2015
CFP Certified
1138 Main St, Green Bay, WI
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Donze CPA

Donze CPA

(19)
  • Questions
  • Accounting
  • Work
“David is a highly qualified professional CPA who operates his business with utmost integrity, impeccable detail and with the highest regard for his clients.”
In Business Since 2015
Transparent Fees & Pricing
2935 N Ballard Rd #2, Appleton, WI
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Retirement Planning and Investment Management Services in Manitowoc, WI Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 535 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 535 cost profiles.

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