Best Financial Advisors in Wausau, WI

Handpicked from 133 vetted & reviewed Financial Planning & Wealth Management firms in the Wausau area, discover the top 5 standout choices among the selected group of 24 finalists.

Simplicity Financial

Simplicity Financial

(5)
  • The Future
“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.”
In Business Since 2016
Wausau, WI
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Buska Retirement Solutions

Buska Retirement Solutions

(30)
  • Confident
  • Communication
  • Understand
“The investment environment is challenging right now, but I feel extremely confident that Cole will guide me to living my best life during my retirement.”
In Business Since 2013
Transparent Fees & Pricing
Family Business
1818 Grand Ave, Wausau, WI
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Partners In Planning

Partners In Planning

(1)
“My husband and I will never be rich people, but I trust Val to help us work toward a planned and comfortable retirement.”
In Business Since 2019
Accepts All Major Credit Cards
Transparent Fees & Pricing
2100 Stewart Ave #150, Wausau, WI
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Point Wealth Management

Point Wealth Management

(7)
  • 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.”
In Business Since 2015
Remote Consultations Available
3319 Terrace Ct, Wausau, WI
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Equity Design Group

Equity Design Group

(1)
Tax and Legal, Investments, Insurance Services
“They have proven time and again by their timely, competent and friendly service to have my best interests in mind.”
In Business Since 2002
227521 Harrier Ave, Wausau, WI
i
Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.7 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
Global View Capital Advisors

Global View Capital Advisors

“This is what we do at Global View Capital Advisors. We work for you and with you, crafting a comprehensive strategy that is yours. We will help you modify as you reach current goals and set new ones. We make ourselves available to answer your questio...”
In Business Since 2017
Accepts Cash
Free Initial Consultation
215 Grand Ave, Wausau, WI
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Skare & Associates

Skare & Associates

Links To Useful Sites
“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.”
In Business Since 2010
3303 Terrace Ct, Wausau, WI
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Bruner Financial Services

Bruner Financial Services

Home, Resources
In Business Since 2007
Serving Wausau Area
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Advantage Group - Reggie J. Jorgensen

Advantage Group - Reggie J. Jorgensen

In Business Since 2012
Serving Wausau Area
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Global View Capital Advisors

Global View Capital Advisors

Employee Benefits, Investments, Insurance
In Business Since 2014
Serving Wausau Area
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Forward Investment Services

Forward Investment Services

(20)
  • Team
  • Plan
  • Future
“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.”
In Business Since 2017
Transparent Fees & Pricing
Offers Financing Options
Serving Wausau Area
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Elite Retirement Group

Elite Retirement Group

(5)
“Knowledgeable and trustworthy of my money.”
In Business Since 2017
Transparent Fees & Pricing
Serving Wausau Area
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Silvertree

Silvertree

(1)
“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.”
In Business Since 2017
CAS Certified
Remote Consultations Available
Serving Wausau Area
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Mc Neely Financial Services

Mc Neely Financial Services

(1)
New Clients, Families & Individuals, Business
In Business Since 2022
Serving Wausau Area
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Paragon Investment Consultants

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...”
In Business Since 2019
Offers Financing Options
Serving Wausau Area
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Schulfer & Associates

Schulfer & Associates

Consulting Services, Portfolios, Become a Client
“Our mission is not just a statement, it is genuine. What sets us apart? The long term relationships we've developed with our clients. We are a mature team specializing in high level client service. Our business is sophisticated investment management ...”
In Business Since 2009
Serving Wausau Area
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Hermening Financial Group

Hermening Financial Group

“Deciding the right next move in changing markets can be a challenge. But the right financial advice can help you best position your portfolio to take advantage of opportunities and mitigate loss. We are committed to understanding your goals and am he...”
In Business Since 2005
Serving Wausau Area
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Neufeld Capital Management

Neufeld Capital Management

Social Security, Retirement Strategy & Risk, Asset Maximization
“While creating a plan is an essential first step, Neufeld Capital Management knows that securing your financially independent retirement is accomplished over years of ongoing and consistent communication and partnership. Knowing someone is actively w...”
In Business Since 2005
Serving Wausau Area
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First State Investment Center

First State Investment Center

“You've worked hard for what you have. We'll take time to understand your goals and dreams, and work with you to build a financial plan to help you pursue them.”
In Business Since 2018
Serving Wausau Area
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Standke Financial Services

Standke Financial Services

In Business Since 2018
Serving Wausau Area
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Betterwealth

Betterwealth

In Business Since 2013
Serving Wausau Area
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Waypoint Financial

Waypoint Financial

(3)
  • Future
“Money matters can be stressful for many people, but Suzanne shines light where there is darkness and helps her clients see that there does not need to be emotion associated with money.”
In Business Since 2008
Serving Wausau Area
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Premier Investment Services

Premier Investment Services

In Business Since 2014
Serving Wausau Area
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Endowment Wealth Management

Endowment Wealth Management

(3)
Investment Planning, Endowmentwm, Charitable Planning
“They wisely advise us with legacy planning, personal and private equity investments and efficiently organize our myriad of personal information through their wealth portal.”
Coupons & Offers
In Business Since 2001
Licensed, BBB Rating: A+
Accepts Check
W6272 Communication Ct, Appleton, WI
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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
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 463 cost profiles.

Why these companies made our list

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