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Buska Retirement Solutions
“Everyone is so nice, treated us like they were family friends,when talking to them we were so confident this was the right place to secure our future.”
Best Financial Advisors in Wausau, WI
The highest-rated Financial Planning & Wealth Management companies out of 133 vetted & reviewed in the Wausau area.
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Mppl Financial
Divorce Financial Planning, Financial Planning, Investment Management
“After trying to manage my own investments for a good portion of my life and realizing I was to spread out and it was a lot of work to stay on top of everything, we asked around for investment firm recommendations and kept hearing about MPPL.”
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Kippenhan Accounting & Tax Services
“Kippenhan helped me resolve my business and personal tax needs.”
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Equity Design Group
“They have proven time and again by their timely, competent and friendly service to have my best interests in mind.”
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Central Financial Services
“Our sole purpose is to help our clients pursue their dreams and goals. To do that we provide comprehensive wealth management. We work with our clients to develop personalized financial plans, investment strategies, retirement, insurance, and estate”
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Point Wealth Management
- Retirement
“I would encourage anyone interested in making a change to their financial planning strategy and listen to what Jeremy and Point Wealth have to bring to offer, anyone doing so will not be disappointed.”
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Skare & Associates
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“We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.”
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Packerland Brokerage
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Northern Way Wealth Management
“It's crucial to plan for health care costs during retirement. But calculating the right amount depends on several factors- your income, age, location, and life expectancy. We assess these and other factors – like Medicare or supplementary plans too. ...”
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Reggie J. Jorgensen
“Advantage Group General Agency team is a full service General Agency specializing exclusively in the voluntary/ancillary/supplemental insurance market otherwise known as the “worksite” market. Our experienced team makes your business simpler, easier ...”
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Simplicity Financial
- The Future
- Goals
“Jared has helped me create some new systems within my business to help bridge the gap between it just being a source of income and it actually making a profit.”
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Ison Financial Planning
“James Ison is knowledgeable and professional.”
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Bruner Financial Services
Home, Finra's Brokercheck, Resources
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Global View Capital Advisors
Employee Benefits, Investments, Insurance
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Harmony Wealth
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“We came to him because we have had difficulty navigating all the various financial aspects in our lives, and Matt has done a wonderful job in educating us and helping us make decisions.”
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Koss Wealth Advisors
“Tom has spent his career helping individuals, families, and business owners achieve financial results and reach their life goals. Tom's primary goal is to help people be better off financially for having worked with him.”
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Omernik & Associates
Services For Quickbooks, Services For Individuals, Business Services
“Been using them for years and I'm very pleased with their service; highly recommend!”
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Forward Investment Services
- Team
- Future
- 401k
“Scott and Marisa are willing to take the time needed to thoroughly explain all that is needed to assure I understand and feel comfortable with my investments.”
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Elite Retirement Group
“Friendly staff that knows what they are doing!”
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Silvertree
“My husband and I have learned so much about managing our finances not only for in the present but being successful in stocks and planning for our retirement.”
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Betterwealth
“Demetrius took my call and despite not having and appointment, he patiently addressed my many detailed questions with clear, concise, and info packed answers.”
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Mc Neely Financial Services
Client Events, New Clients, Families & Individuals
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Paragon Investment Consultants
Investment Products, Planning For Retirement, Estate Planning Services
“I help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of my practice. You've worked hard for your money and should feel conf...”
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Schulfer & Associates
Consulting Services, Investment Management, Values Based Investing
“We are an independent firm. Independence allows us to manage your investments without pressure or influence from any particular financial entity. We do not work for a bank, insurance company, or other investment corporation, so there are no proprieta...”
Retirement Planning and Investment Management Services in Wausau, WI Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on
463 cost profiles
Why these companies made our list
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