Comprehensive estate planning services in La Crosse, WI
20 results found
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Swartz Financial Planning
● ClosedSwartz Financial Planning is a finance institution located at 700 3rd Street North, La Crosse, Wisconsin, United States. They offer fee-only fiduciary financial planning specifically for medical professionals, helping them optimize their finances and prepare for retirement. The owner, Michael T. Swartz, is a Certified Financial Planner™ Practitioner with expertise in the unique financial challenges faced by medical professionals. His wife, Morgan, is a Physician Assistant at Gundersen Health Systems, giving him personal insight into the needs of medical professionals. Swartz Financial Planning works to diagnose financial issues before proposing planning solutions, ensuring personalized and comprehensive advice. Investment Advisory Services are offered through La Crosse Financial Planning Inc. This institution is registered and operates within legal guidelines. It is important to consult with a qualified financial adviser and/or tax professional before implementing any financial strategy.
700 3rd St N Suite 202A, La Crosse, WI 54601, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 401 Main Street in La Crosse, Wisconsin, United States. They offer a wide range of financial services including investment advice, retirement planning, and wealth management. With a team of experienced financial advisors, Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services is committed to providing personalized solutions to meet your individual needs.
401 Main St, La Crosse, WI 54601, United States -
Moriah Cody - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMoriah Cody is a financial advisor at Ameriprise Financial Services, LLC located at 500 2nd Street South, La Crosse, Wisconsin, United States. Moriah holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Moriah's expertise in asset management, estate planning, retirement planning, investment strategies, and more. As a Certified Military Financial Advisor®, Moriah is also trained to serve veterans and active duty military personnel. With a strong commitment to ethics and continuous education, Moriah Cody is dedicated to providing comprehensive financial planning services to clients in the La Crosse area.
500 2nd St S Ste 101, La Crosse, WI 54601, United States -
Nicholas Forliti - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedNicholas Forliti - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 401 2nd Street North, La Crosse, Wisconsin, United States. Nicholas Forliti holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, retirement planning, estate planning, and investment strategies. The institution offers a wide range of financial services to individuals, small business owners, retirees, and high net worth clients. With a focus on ethical practices and comprehensive knowledge, Nicholas Forliti is dedicated to helping clients make informed financial decisions and achieve their long-term goals.
401 2nd St N Ste 102, La Crosse, WI 54601, United States -
Brian L Mlsna - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedBrian L Mlsna - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 500 2nd Street South, La Crosse, Wisconsin, United States, is a finance institution offering a wide range of services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Brian L Mlsna is equipped to provide expert financial advice tailored to the individual needs of clients. From asset management to retirement planning, estate planning, and investment opportunities, Brian L Mlsna is dedicated to helping clients achieve their financial goals. With a focus on ethical practices and comprehensive knowledge, clients can trust in the expertise and professionalism of Brian L Mlsna - Private Wealth Advisor, Ameriprise Financial Services, LLC.
500 2nd St S Ste 101, La Crosse, WI 54601, United States -
Bryan F. Tornow - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedBryan F. Tornow - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 401 2nd Street North, La Crosse, Wisconsin, United States. Bryan F. Tornow holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Bryan F. Tornow's expertise and commitment to providing top-notch financial services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, estate planning, investment strategies, and risk management, clients can trust Bryan F. Tornow to provide comprehensive and personalized financial advice tailored to their unique needs.
401 2nd St N Ste 102, La Crosse, WI 54601, United States -
Nick Mlsna - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenNick Mlsna is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 500 2nd Street South in La Crosse, Wisconsin, United States. Nick holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Nick's expertise in asset management, estate planning, investment strategies, retirement planning, and more. Nick is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Nick Mlsna at Ameriprise Financial Services, LLC for expert financial advice tailored to your specific needs.
500 2nd St S Ste 101, La Crosse, WI 54601, United States -
Coulee Region Insurance & Financial, Inc.
● ClosedCoulee Region Insurance & Financial, Inc. is an insurance agency located at 2942 Darling Court in La Crosse, Wisconsin, United States. Specializing in Auto Insurance, Home Insurance, and Commercial Insurance, the institution serves clients in Wisconsin, Minnesota, and Illinois. As an Independent agency, Coulee Region Insurance & Financial, Inc. works with a range of top carriers to provide customers with the best coverage for their individual needs. The agency's priority is to help clients protect what matters most in life, offering personalized insurance solutions to ensure peace of mind.
2942 Darling Ct, La Crosse, WI 54601, United States -
Bomkamp James J
● OpenBomkamp James J is a well-established health institution located at 1836 South Avenue in La Crosse, Wisconsin. This institution offers a wide range of pharmacy services and products to cater to the healthcare needs of the community. With a team of experienced professionals, Bomkamp James J ensures that customers receive personalized care and expert advice on medications and health-related products. Visit Bomkamp James J for all your pharmaceutical needs in a convenient and friendly store environment.
1836 South Ave, La Crosse, WI 54601, United States -
Nommensen Financial
● ClosedNommensen Financial is a reputable finance and insurance agency located at 100 Front Street South in La Crosse, Wisconsin, United States. With a dedicated team of professionals, Nommensen Financial offers a wide range of financial services including investment planning, retirement planning, insurance coverage, and more. Clients can trust Nommensen Financial to provide expert guidance and personalized solutions to help them achieve their financial goals and secure their future.
100 Front St S STE C, La Crosse, WI 54601, United States -
Krocker Charlene A
● OpenKrocker Charlene A is a health institution located at 2935 East Avenue South in La Crosse, Wisconsin, United States. This institution offers a range of health services to meet the needs of individuals in the community. With a focus on providing quality care and personalized treatment plans, Krocker Charlene A is dedicated to helping patients achieve optimal health and well-being. Their team of experienced healthcare professionals is committed to providing compassionate and comprehensive care to all patients. Whether you are in need of routine medical services or specialized treatment, Krocker Charlene A is here to support you on your journey to better health.
2935 East Ave S, La Crosse, WI 54601, United States -
Johns, Flaherty & Collins, SC
● ClosedJohns, Flaherty & Collins, SC is a reputable law firm located at 205 5th Avenue South in La Crosse, Wisconsin. Specializing in a wide range of legal services, our team of attorneys are dedicated professionals who will go above and beyond to assist you with your legal needs. Whether you are dealing with a personal injury case, family law matter, estate planning, or any other legal issue, we are here to provide you with strong advocacy and expert guidance. At Johns, Flaherty & Collins, SC, we pride ourselves on being good neighbors and great lawyers. Our commitment to our clients goes beyond just legal representation - we are also dedicated to building a strong and thriving community. With years of experience and a comprehensive understanding of the legal process, our team is well-equipped to help you navigate through any legal challenge you may be facing. If you are in need of a reliable and experienced attorney in La Crosse or Holmen, WI, look no further than Johns, Flaherty & Collins, SC. Contact us today to schedule a consultation and learn more about how we can assist you with your legal needs.
205 5th Ave S #600, La Crosse, WI 54601, United States -
Theodore J. Skemp Attorney at Law
● ClosedTheodore J. Skemp Attorney at Law is a trusted legal institution located at 207 7th Street South in La Crosse, Wisconsin, United States. Specializing in various areas of law, including criminal defense, personal injury, and family law, Theodore J. Skemp is dedicated to providing high-quality legal representation to clients in need. With years of experience and a strong track record of success, clients can trust Theodore J. Skemp to advocate for their rights and achieve the best possible outcomes in their legal matters.
207 7th St S, La Crosse, WI 54601, United States -
Addis Law Office
● OpenAddis Law Office, located at 504 Main Street in La Crosse, Wisconsin, is an insurance agency dedicated to helping clients achieve their dreams. With specialized knowledge in business, real estate, and government, our team of attorneys works together to provide counsel and advice to clients across the country. We believe in the power of teamwork and collaboration, and strive to find solutions to problems and create results for our clients. Our legal team is frequently invited to speak at seminars and training events, sharing our expertise in business, government, finance, and law. Whether you are starting a new business or navigating a complex real estate transaction, Addis Law is here to help you every step of the way. Contact us today to see if we are the right fit for your team.
504 Main St # 200, La Crosse, WI 54601, United States -
Egan & Richgels, S.C.
● OpenEgan & Richgels, S.C. is a reputable law firm located at 201 Main Street in La Crosse, Wisconsin, United States. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to their clients. Specializing in various areas of law, including personal injury, family law, criminal defense, and estate planning, Egan & Richgels, S.C. is committed to providing high-quality legal representation and personalized attention to each client. Whether you are facing a legal issue or need assistance with legal matters, you can trust Egan & Richgels, S.C. to advocate for your rights and help you navigate the legal system effectively.
201 Main St Ste 1010, La Crosse, WI 54601, United States -
Collins Law Firm, LLC
● ClosedCollins Law Firm, LLC is a reputable institution located at 319 Main Street in La Crosse, Wisconsin, United States. They are expanding their team to better serve their clients and offer a wide range of services to protect your loved ones, your business, and your legacy. With locations in Wauwatosa and Pewaukee, serving the Milwaukee area, Collins Law Firm is dedicated to providing personalized and professional legal services. They specialize in estate planning, power of attorney needs, elder law, business services, and more.
319 Main St, La Crosse, WI 54601, United States -
Wipfli
● ClosedWipfli is a leading accounting and finance institution located at 2 Copeland Avenue in La Crosse, Wisconsin, United States. As a top 20 national firm, Wipfli offers a wide range of services tailored to meet the ever-changing needs of businesses in various industries. With expertise in assurance, accounting, tax, and consulting services, Wipfli helps clients overcome challenges, achieve goals, and plan for future success. The firm's associates specialize in specific areas, providing in-depth knowledge and industry-specific solutions for industries such as construction, distribution, financial institutions, governments, healthcare, manufacturing, nonprofits, and real estate. Additionally, Wipfli's La Crosse professionals offer financial accounting outsourcing, risk advisory services, tech consulting, and other specialized services for businesses, as well as private client services for individuals including tax planning, estate and gift planning, and financial planning.
2 Copeland Ave Suite 102, La Crosse, WI 54603, United States -
Tostrud & Temp SC
● ClosedTostrud & Temp SC is a trusted accounting and finance institution located at 609 4th Street South, La Crosse, Wisconsin, United States. Our experienced certified public accountants are here to guide you through various financial matters, from personal tax preparation to small business accounting. Are you looking to avoid penalties on early IRA’s and 401K withdraws? Need advice on tax-efficient retirement fund withdrawals? Our team can help you navigate through these complex issues and ensure you are in compliance with tax laws.
609 4th St S, La Crosse, WI 54601, United States -
Stifel
● OpenStifel is a finance institution located at 201 Main Street in La Crosse, Wisconsin, United States. As a leading financial services firm, Stifel offers a wide range of services including investment banking, wealth management, and securities trading. With a commitment to providing personalized financial solutions, Stifel helps clients achieve their financial goals and secure their financial future. Visit Stifel today to explore their comprehensive financial services and expert advice.
201 Main St Suite 101, La Crosse, WI 54601, United States -
Jonathan Stakston - Mutual of Omaha Advisor
● OpenJonathan Stakston - Mutual of Omaha Advisor is a trusted finance and insurance agency located at 100 Front Street South in La Crosse, Wisconsin, United States. As an advisor for Mutual of Omaha, Jonathan Stakston provides personalized financial planning and insurance solutions to help clients achieve their financial goals and protect their assets. With a focus on building long-term relationships based on trust and integrity, Jonathan Stakston is dedicated to helping clients secure their financial future.
100 Front St S Suite C4, La Crosse, WI 54601, United States
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