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F I NANCI AL P LANNERS
F INA N C IAL C OU N SE LOR S This list features just local financial counseling services. If we missed your service, let us know and we’ll add you next time!
Catholic Charities Financial Counseling 448 North
Dewey St., Eau Claire • (715) 832-6644 • eauclaire@ cclse.org • cclse.org Offers disaster relief services, bankruptcy counseling, food assistance, housing counseling, and financial literacy counseling.
FamilyMeans Financial Solutions 2194 East Ridge Cen-
ter, Eau Claire • (800) 780-2890 • familymeans.org 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.
Freund Law 920 S. Farwell St., Eau Claire • (715) 832-
5151 • freundlaw.com Offering bankruptcy, debt relief, and debt collection services for individuals, farmers, and businesses throughout Western and Northern Wisconsin.
Klenz Financial Counseling • adrian@klenzfinan-
cialcounseling.com • Find this business on Facebook 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.
Western Dairyland Financial Counseling 418 Wiscon-
sin St., Eau Claire • (715) 836-7511, toll free at (800) 782-1063 • WesternDairyland.org/flip.phtml While Western Dariyland no longer provides financial counseling as a stand-alone program, they still counsel as part of the Work-n-Wheels and the Veteran’s Economic Empowerment Program.
This list features just local financial planning services. If we missed your service, let us know and we’ll add you next time!
Affinity Asset Management 3430 Oakwood Mall Drive, Suite 200, Eau Claire • (715) 833-1884 • gedwards@cfnmail.com • sfswealthmanagement.com/home.aspx Offers retirement planning, risk management, investment solutions, estate planning, and financial planning. Baird Wealth Management 4106 Oakwood Hills Parkway, Suite 100, Eau Claire • rwbaird.com 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. Bernicke Wealth Management 1565 Bluestem Blvd, Altoona • (715) 832-1173 • bernicke.com 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. Blue Granite Wealth - Raymond James Financial 4257 Southtowne Drive, Eau Claire • 715.514.2903 • bluegranitewealth.com 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. Cadott Tax & Financial Services 345 N. Main St., Cadott • (715) 289-4948 • info@cadott-tax.com • cadott-tax.com 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. CLA 3402 Oakwood Mall Dr., Eau Claire • (715) 832-1100 • claconnect.com 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. Cornerstone Financial Advisers 1109 W. MacArthur Ave., Suite 3, Eau Claire • (715) 834-5366 • Deborah Becker Insurance & Financial Services Inc. 404 S. Barstow Street, Eau Claire • (715) 835-4328 • deborahbecker. com Deborah Becker has 20 years of experience with State Farm. Offers auto, home, life, business, motorcycle, renters, condo, and pet insurance. Deborah is also licensed to offer banking and annuity services. Fries Financial Group 11 E. Central Street, Chippewa Falls • 715.720.9605 • friesfinancialgroup.com 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. Hall Financial Group LLC 4319 Jeffers Rd, suite 202, Eau Claire • (715) 514-2526 • info@hallfinancialgroup.com • hallfinancialgroupllc.com An independent firm offering including financial plan creation, portfolio preparation, capital preservation, ongoing monitoring, and retirement plan development. Investment Management Associates 431 E Clairemont Ave., Suite A, Eau Claire • (715) 839-1006 • drobl@royalaa. com • imaeauclaire.com 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. Jones Financial Consulting, LLC Eau Claire • (715) 5772778 • jonesfinancialconsulting.com 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. Keystone Financial 4410 Golf Terrace, Eau Claire • (715) 835-6022 • keystonecv.com 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. Main Street Capital Management 601 S. Farwell Street, Eau Claire • (715) 834-9111 • mainstreet.capital@lpl.com • mymainstreetlink.com 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.
Merrill Lynch Wealth Management 3508 Oakwood Mall Drive, Eau Claire • (715) 835-0710 • ml.com Works with individuals, families, business owners, executives, and institutions to help address wealth management challenges and opportunities. Orgel Wealth Management 2420 Rivers Edge Drive, Altoona • (715) 835-6525 • contact@orgelwealth.com • orgelwealth.com A nimble yet sizable group of financial professionals—all adept at maintaining familiarity with each client. RAI Stone Group 3504 Oakwood Mall Drive, Eau Claire • (715) 598-4340 • raistonegroup.com RCU Investment & Insurance Team Products and Services • rcu.org RCU offers mutual funds; advisory plans; fixed, index, immediate and variable annuities; life insurance, bonds, and retirement accounts. River Prairie Wealth Partners Altoona • 715.832.7715 • ameripriseadvisors.com Area of focus include retirement income strategies, tax planning strategies, and wealth preservation strategies. A financial advisory practice of Ameriprise Financial Services, Inc. Seeman Tax & Financial LLC 535 Fairfax Street, Altoona • (715) 835-1156 • seemanfinancial.com Offers accounting services, tax returns, and payroll to businesses. Stifel Nicolaus & Co Inc. 3704 Oakwood Hills Pkwy, Eau Claire • (715) 852-1990 • stifel.com/branch/wi/eauclaire Offers services for retirement, saving for college, tax minimization, increasing income, investment management, and other personalized services. Terry Krumenauer Financial Group 2889 County Highway I, Ste. 3, Chippewa Falls • (715) 720-4900 • money.usnews. com Offering services of financial planning, education seminars, portfolio management for individuals and small businesses, pension consulting, insurance agent and brokering, and more. Thrivent Financial Advisors • thrivent.com 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, nonprofits, and other agencies. Wealth Enhancement Inc. 2125 Brackett Ave., Eau CLaire • (715) 835-8800 • DanMarx@WealthEnhancementInc. com • wealthenhancementinc.com Services include IRA & pension rollovers, tax management, investment planning, retirement planning, estate conversion, debt elimination, risk management, charitable giving, and college funding. Wealth Management Group 103 N Bridge St #255, Chippewa Falls • (715) 861-7200 • wealthmanagementgroupllc. net Offerings include wealth enhancement, wealth stewardship and wealth administration.
NO MONTHLY FEE
or minimum balance required
1.50
% APY*
on balances up to $5,000
0.20
% APY*
on balances over $5,000
AN AWESOME KID DESERVES AN AWESOME FIRST SAVINGS ACCOUNT.
*Annual percentage yield accurate as of 9/16/19. An interest rate of 0.20% will be earned for the daily balance in excess of $5,000.00, which will result in an APY between 1.50% and 0.20%. Rates are variable and may change after account is open. Up to six withdrawls each monthly cycle.
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