4106 Oakwood Hills Parkway, Suite 100
Eau Claire

Baird Wealth Management

Areas of focus include financial and estate planning, featuring retirement and education planning, tax planning, wealth transfer, and charitable giving; investment management, including portfolios, comprehensive advisement, brokerage, and cash management; and risk and liability management.

(715) 832-1173

1565 Bluestem Blvd
Altoona

Bernicke Wealth Management

Acts as the chief financial officer of their clients, consulting about major decisions and assets, while also contracting specialists. Services include investment management, tax minimization, estate planning, income planning, and asset preservation.

715.514.2903

4257 Southtowne Drive
Eau Claire

Blue Granite Wealth

Blue Granite Wealth offers banking & lending solutions, business planning, corporate retirement plan consulting, education planning; estate, charitable giving & trust, financial planning, fixed income services, longevity planning, portfolio management, retirement planning, and risk management.

(715) 289-4948

345 N. Main St.
Cadott

Cadott Tax & Financial Services

As a full-service tax and accounting firm, offering professional, personal service; expert knowledge, and comprehensive tax & accounting services. Can help with businesses, farms, families, estate planning, and life insurance.

(715) 832-1100

3402 Oakwood Mall Dr.
Eau Claire

CLA

Offering planning and guidance to help you reach your professional and personal goals. Services include audit preparation, consulting, global services, accounting, health insurance, outsourcing, tax, technology, business & leadership transitions, employee benefit plans, growth strategies, human resources, wealth advisory, and more.

715.720.9605

11 E. Central Street
Chippewa Falls

Fries Financial Group

Fries Financial Group is an independent Raymond James Financial branch. They offer asset allocation, asset management, college planning, estate planning, financial planning, and retirement planning.

(715) 514-2526

4319 Jeffers Rd, suite 202
Eau Claire

Hall Financial Group LLC

An independent firm offering including financial plan creation, portfolio preparation, capital preservation, ongoing monitoring, and retirement plan development.

(715) 839-1006

431 E Clairemont Ave., Suite A
Eau Claire

Investment Management Associates

An independent advisor offering financial services to build and preserve the wealth of clients from all walks of life including business owners, executives, retirees, and more. They can choose from non-proprietary financial instruments.

(715) 577-2778

Eau Claire

Jones Financial Consulting, LLC

Helping you achieve your personal financial goals, make sound financial decisions, and achieve peace of mind regarding your finances. Specializing in comprehensive financial planning and investment guidance for pre-retirees and retirees. Jones Financial is an independent advisory firm that acts as a fiduciary.

(715) 835-6022

4410 Golf Terrace
Eau Claire

Keystone Financial

KeyStone Financial is a full service financial advisory firm serving clients throughout the Midwest. Services include retirement plans, income strategies, wealth accumulation, life insurance, tax minimization, IRA & 401(k) Rollovers, asset protection, annuities, mutual funds, and bonds.

(715) 834-9111

601 S. Farwell Street
Eau Claire

Main Street Capital Management

Main Street Capital Management offers services like investing principles and strategies, retirement investing and distribution strategies, estate conservation issues, risk management, planning for college savings, life insurance, and more.

(715) 835-0710

3508 Oakwood Mall Drive
Eau Claire

Merrill Lynch Wealth Management

Works with individuals, families, business owners, executives, and institutions to help address wealth management challenges and opportunities.

(715) 835-6525

2420 Rivers Edge Drive
Altoona

Orgel Wealth Management

A nimble yet sizable group of financial professionals—all adept at maintaining familiarity with each client.

On the Money is sponsored by:

Royal Credit Union
200 Riverfront
Downtown Eau Claire