Expertise.com
2024

Last updated:

Best Financial Advisors in Green Bay

Our Recommended Top 11

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Green Bay Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

34

Reviewed

24

Curated

11

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Green Bay, WI
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Green Bay, WI

Why choose this provider?

Need help contacting a Financial Advisor in Green Bay? 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!

Website
3000 Riverside Drive Suite 150, Green Bay, WI 54301
  • Certified Financial Planner (CFP)

Why choose this provider?

Vision Investment Planning Group is a full-service independent wealth management firm that serves Green Bay. It offers financial planning solutions tailored to the needs and goals of families, individuals, and businesses. Its team of Certified Financial Planners (CFP) assists in insurance planning, retirement plan design and implementation, and business and personal succession strategy. One of these CFPs, Eric Pelnar, has been in the financial planning industry since 1999. He is a member of the Financial Services Institute.

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

Website
225 S. Monroe Avenue, Green Bay, WI 54301
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Financial Consulting Services, Inc., has been serving clients in Green Bay for 35 years. It assists individuals in reaching their financial goals. Its financial advisors design, review, and update financial plans based on the unique circumstances and goals of clients. They provide financial planning and investment management services that cover real estate investments, annuities, and money market accounts. Russell Olson, Christopher M. Lamal, and Raymond J. Krusic are financial advisors who have more than 65 years of combined experience.

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.
2.5
Responsiveness
Friendliness
Helpfulness
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Detail
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Website
440 S Washington, Green Bay, WI 54301
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Wealth Management

Why choose this provider?

Baird offers personalized financial advice and solutions to clients in Green Bay. Assessing individuals' goals and preferences, its advisors assist individuals in planning their retirement, tax dues, wealth transfers, and charitable giving. They manage portfolios, advising how to grow and diversify investments. They also evaluate the risk and liability protection needs of clients to better recommend useful solutions. Baird holds an annual Gives Back Week, through which the company's over 1,700 associates helped about 130 non-profit organizations in 2017.

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
828 Cherry Street, Green Bay, WI 54301
  • Tax Planning
  • Tax Preparation
  • Insurance Products
  • Wealth Management

Why choose this provider?

Tax Management Services, Inc. offers financial strategies to clients in Green Bay and its surrounding areas. It provides services such as wealth management, ongoing investment monitoring, portfolio management, estate planning, Social Security maximization, and advanced income and distribution planning. The firm also offers life insurance needs analysis and current insurance policy reviews. Michael Savolt, the president of Tax Management Services, has been a Certified Public Accountant since 1990. He founded the firm in 1992 and serves as its financial planner and business consultant.

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.
4.4

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1234 South Ridge Rd., Green Bay, WI 54304
  • Financial Planning

Why choose this provider?

Woodmen Financial Resources serves clients in Green Bay. It provides a variety of advisory services, including financial and retirement income planning, investment management, and small business planning. It also handles health, life, and long-term care insurance policies. Founder Richard Balch is a stockbroker and investment advisor representative. He is a member of the Million Dollar Roundtable and is recognized as a Top of the Table by the organization. He is a Certified Financial Planner and a Chartered Life Underwriter.

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 (8)
Google
5.0 / 5 (6)

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

Website
2555 Continental Court Suite 4, Green Bay, WI 54311
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning

Why choose this provider?

Laura Mossakowski, LLC assists women and their families in Green Bay with managing their finances. It advises recent widows and widowers, divorcees, or independent individuals in dealing with their major life transitions and financial challenges. The firm creates comprehensive retirement income planning and children's college funding strategies. Its advisors inform clients of investment strategies like binds, common stocks, and IRAs. They also offer risk protection assistance like disability income and long-term care insurance. Laura Mossakowski has a CFP designation.

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 (10)

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

Website
2050 Riverside Drive, Green Bay, WI 54301
  • Certified Financial Planner (CFP)

Why choose this provider?

CMS Retirement Income Planning LLC handles financial matters in Green Bay and the neighboring areas. Its owner, Craig Siminski, is a Certified Financial Planner backed by two decades of industry experience. He helps individuals manage their wealth by learning about their risk tolerance and creating financial plans. Siminski is a member of Chartered Advisor for Senior Loving and Life Underwriter. The company website maintains online calculators for federal income tax, retirement plan early distribution, required minimum distributions, and Roth IRA conversion.

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

Website
2345 E Mason St, Green Bay, WI 54302
  • Certified Financial Planner (CFP)

Why choose this provider?

Green Bay-based Cape Financial Group is a wealth advisory firm that works with individuals, families, retirees, inheritors, and business owners. Its services include education, financial, retirement planning, and portfolio and risk management. Together, the firm's team has more than six decades of combined experience in financial matters. Senior financial advisor J. Franklin Cape is the president of the firm. Forbes recognized him as one of the 2021 Best-In-State Wealth Advisors for Wisconsin.

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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
2021 S Webster Ave, Green Bay, WI 54301
  • Certified Financial Planner (CFP)

Why choose this provider?

Heritage Financial is staffed by a team of financial advisors aiming to help clients attain their financial security goals. Serving individuals and families in and around Green Bay, Customized financial roadmaps are provided by the organization, which comprise complete financial and retirement planning, investment management, and estate preparation. Clients who have complex needs and goals are also provided one-on-one support and fiduciary solutions. Managing Partner Doug Gjerde holds the Certified Financial Planner designation from the Certified Financial Planning Board.

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

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What is the current tax rate in Green Bay?

    Currently, the tax rate in Green Bay stands at 6.3%, which is twice the national average. Its residents have an average annual salary of $23,907, which is lower compared to the national average of $28,555. The typical household in Green Bay makes $43,063 annually, also lower than the national median income.

  • Are there any local programs to support small businesses with their financial needs in Green Bay?

    In Green Bay, a special fund called the Economic Development Revolving Loan Fund helps businesses owned by minorities, women, disabled veterans, and small disadvantaged entrepreneurs with their financial needs. A business must create new jobs, maintain existing ones, or provide other benefits to the community to be eligible for the fund.

  • Can Green Bay residents cash out their old 401k?

    Yes, residents of Green Bay can access their old 401k funds. However, there will be a penalty if specific criteria are not satisfied. It includes age, disability, or financial position. In addition, an individual who intends to withdraw their 401k funds will pay income tax obligations. If a 401k account was started during a marriage, the spouse gets half upon divorce.

  • What are the benefits of a deferred annuity in Green Bay?

    Deferred annuities in Green Bay offer flexibility in funding, a variety of investment options, and tax benefits. It is an insurance contract that provides retirement income, and it can be paid in a lump sum or in installments. Delaying the withdrawal of a deferred annuity will allow it to grow even bigger.

  • What is the maximum contribution limit for Individual Retirement Accounts in Green Bay?

    In 2023, the maximum contribution limit for a Traditional IRA for Green Bay residents is $6,000 under the age of 50 and $7,500 for those older than 50. For Roth IRA, the maximum is $153,000 for single filers and $228,000 for joint filers. If the funds are withdrawn before turning 59.5 years old, there will be a 10% federal income tax penalty.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.