Expertise.com

Best Financial Advisors in Eau Claire

Laurels
2023
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Financial Advisors FAQs

Learn more
SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Eau Claire, WI
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
3.2 / 5 (15)
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Eau Claire, WI

Business Description

Need help contacting a Financial Advisor in Eau Claire? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Affinity Asset Management logo
Visit WebsiteWebsite

Affinity Asset Management

Visit WebsiteWebsite
826 South Hastings Way, Suite 1, Eau Claire, WI 54701
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Affinity Asset Management is an independent financial firm that helps Eau Claire clients plan for their financial future. Its team offers a wide array of financial planning solutions, including investment management, retirement planning, estate planning, and risk management. One of the company's consultants, Gregory Edwards, uses his more than 25 years of experience in the financial services industry when guiding clients toward achieving their financial objectives. He is a Certified Financial Planner and an Accredited Investment Fiduciary.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Bernicke Wealth Management logo

Bernicke Wealth Management

1565 Bluestem Blvd, Altoona, WI 54720
  • Certified Financial Planner (CFP)

Business Description

Bernicke Wealth Management, Ltd. is a multi-disciplinary firm that serves individuals, businesses, investors, and nonprofits in the Eau Claire area. It provides clients with various services, including investment management, tax minimization, retirement planning, and estate planning. Its process includes conducting meetings with clients to gather financial information and objectives, identifying financial strengths and weaknesses, and reviewing plans and goals on a regular basis. Ty A. Bernicke, the president and executive wealth manager of the firm, was recognized as being a best-in-state wealth advisor by Forbes.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Decades Financial LLC logo
Visit WebsiteWebsite

License Verified:

License: 5337043

Investment Adviser Public Disclosure Database, SEC

Decades Financial LLC

Visit WebsiteWebsite
2523 W. Folsom Street, Suite A1, Eau Claire, WI 54703
  • Certified Financial Planner (CFP)

Business Description

Decades Financial LLC caters to individuals and families in the Eau Claire metro and the surrounding areas. It offers financial planning services, which help clients maximize and manage their wealth. It also deals with investment and retirement planning. Its work process involves discovering the customers' goals and priorities, analyzing their financial status, and developing customized plans suited to their situation. Michael Brahmer, one of the financial advisors, brings over 15 years of industry experience. He holds the CFP designation.

License Verified:

License: 5337043

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Integrated Wealth Partners logo

License Verified:

License: 6110336

Investment Adviser Public Disclosure Database, SEC

Integrated Wealth Partners

2779 South Hastings Way, Suite B, Eau Claire, WI 54701
  • Certified Financial Planner (CFP)

Business Description

Integrated Wealth Partners serves clients in Eau Claire and the surrounding areas. It is an independent wealth management firm that offers financial advice based on each client's long-term and short-term goals. The company approaches investment decisions with a holistic philosophy, reviewing factors such as insurance, taxes, and income sources. Founder Justin Zoromski has almost a decade of industry experience and previously served as the Big Rivers chapter president of the National Association of Insurance and Financial Advisors.

License Verified:

License: 6110336

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (9)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Mainstreet Capital Management logo
Visit WebsiteWebsite

License Verified:

License: 111429

Investment Adviser Public Disclosure Database, SEC

Mainstreet Capital Management

Visit WebsiteWebsite
601 S. Farwell Street Suite A, Eau Claire, WI 54701
  • Retirement Planning

Business Description

Mainstreet Capital Management offers financial solutions to individuals in Eau Claire and the neighboring communities. The firm responds to client inquiries about investing principles and strategies, risk management, estate planning, and retirement investing and distribution strategies. It provides money-purchase and profit-sharing plans, as well as long-term care and disability insurance, government securities, brokerage accounts, and treasury notes. Its president, Steven Flaten, has been acknowledged by the Consumers Research Council of America as one of "America's Best Financial Planners".

License Verified:

License: 111429

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Orgel logo

License Verified:

License: 168219

Investment Adviser Public Disclosure Database, SEC

Orgel

2420 Rivers Edge Drive, Altoona, WI 54720
  • Private Wealth Advisor

Business Description

Orgel provides fiduciary financial planning and advisory services in Eau Claire to individuals, business lenders, retirement plan sponsors, and non-profit organizations. Its investment research team develops portfolios that are tailored to the needs and expectations of its clients. Its staff members also contribute to the creation of roadmaps for tax strategies, estate planning, and asset protection. Benjamin Kanz, the company's managing director, is a Certified Financial Analyst (CFA). He has over 22 years of experience in the industry.

License Verified:

License: 168219

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Veracity Capital Management logo
Visit WebsiteWebsite

License Verified:

License: 146051

Investment Adviser Public Disclosure Database, SEC

Veracity Capital Management

Visit WebsiteWebsite
301 Water Street, Eau Claire, WI 54703
  • Estate Planning

Business Description

Veracity Capital Management helps clients achieve financial independence in Eau Claire, incorporating their unique goals to develop personalized wealth management plans. It evaluates the clients' cash flow, taxes, and retirement plans and creates strategies that match their goals. Its team also builds and monitors clients' investment portfolios. It offers estate planning services, such as estate and probate settlement, tax strategies, and probate avoidance strategies, to protect families and reduce risk exposures. Craig Falkner, the firm's CFA, has almost two decades of industry experience.

License Verified:

License: 146051

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail