Affinity Asset Management

3430 Oakwood Mall Drive, Suite 200, Eau Claire

Offers retirement planning, risk management, investment solutions, estate planning, and financial planning.

Financial Planners

Baird Wealth Management

4106 Oakwood Hills Parkway, Suite 100, Eau Claire

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.

Financial Planners

Bernicke Wealth Management

1565 Bluestem Blvd, Altoona

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.

Financial Planners

Cadott Tax & Financial Services

345 N. Main St., Cadott

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.

Financial Planners

Catholic Charities Financial Counseling

448 North Dewey St., Eau Claire

Offers disaster relief services, bankruptcy counseling, food assistance, housing counseling, and financial literacy counseling.

Financial Counselors

CLA (CliftonLarsonAllen LLP)

3402 Oakwood Mall Dr., Eau Claire

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.

Financial Planners

Deborah Becker Insurance & Financial Services Inc.

404 S. Barstow Street, Eau Claire

Offers auto, home, life, business, motorcycle, renters, condo, and pet insurance. Deborah is also licensed to offer banking and annuity services.

Financial Planners

Decades Financial

2523 W. Folsom St. Suite A1, Eau Claire

Decades Financial helps people through each decade of their lives by offering retirement, financial, investment, tax, and estate planning.

Financial Planners

FamilyMeans Financial Solutions

2194 East Ridge Center, Eau Claire

Offers tools and education so people can regain financial stability and reduce unmanageable debt. Services include budget & debt counseling, credit report review, debt repayment programs, and student loan counseling.

Financial Counselors

Freund Law

920 S. Farwell St., Eau Claire

Offering bankruptcy, debt relief, and debt collection services for individuals, farmers, and businesses throughout Western and Northern Wisconsin.

Financial Counselors

Fries Financial Group

11 E. Central Street, Chippewa Falls

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.

Financial Planners

Hall Financial Group LLC

4319 Jeffers Rd, suite 202, Eau Claire

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

Financial Planners

Investment Management Associates

431 E Clairemont Ave., Suite A, Eau Claire

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.

Financial Planners

Jansen Wealth Management

1476 Blazing Star Blvd Suite #3, Altoona

A fully-independent fiduciary firm helping clients create a multi-generational financial plan through investment management, tax efficiency, and estate planning.

Financial Planners

Jones Financial Consulting, LLC

Eau Claire

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.

Financial Planners

Keystone Financial

4410 Golf Terrace, Eau Claire

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.

Financial Planners

Klenz Financial Counseling

Works one on one with individuals, families, and couples to deal with money issues. Areas of focus are on budgeting, the psychology of money, ending destructive money habits, credit repair, and debt negotiation.

Financial Counselors

Main Street Capital Management

601 S. Farwell Street, Eau Claire

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.

Financial Planners

Merrill Lynch Wealth Management

3508 Oakwood Mall Drive, Eau Claire

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

Financial Planners

Orgel Wealth Management

2420 Rivers Edge Drive, Altoona

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

Financial Planners

River Prairie Wealth Partners

Altoona

Area of focus include retirement income strategies, tax planning strategies, and wealth preservation strategies. A financial advisory practice of Ameriprise Financial Services, Inc.

Financial Planners

Stifel Nicolaus & Co Inc.

3704 Oakwood Hills Pkwy, Eau Claire

Offers services for retirement, saving for college, tax minimization, increasing income, investment management, and other personalized services.

Financial Planners

Terry Krumenauer Financial Group

2889 County Highway I, Ste. 3, Chippewa Falls

Offering services of financial planning, education seminars, portfolio management for individuals and small businesses, pension consulting, insurance agent and brokering, and more.

Financial Planners

Thrivent Financial Advisors

For individuals & families, offers financial representatives, insurance, annuities, IRAs, investments, credit union, digital guidance, mutual funds, student resources, trust services, and charitable planning. Also offers services for businesses, churches, non-profits, and other agencies.

Financial Planners