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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.

(800) 780-2890

2194 East Ridge Center
Eau Claire

FamilyMeans Financial Solutions

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.

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Royal Credit Union
200 Riverfront
Downtown Eau Claire