TOP 10 Investment management in Amery, Wisconsin

Thrivent Financial-Lutherans, located at 228 Keller Avenue North in Amery, Wisconsin, is a financial institution dedicated to helping individuals create a financial plan they can be confident about. They believe in understanding each client's unique situation and goals in order to provide personalized strategies and solutions. Their free virtual coaching service, Money Canvas™, empowers clients to build healthier money habits at their own pace. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors are there to help you navigate life's challenges and opportunities. They offer charitable planning options and generosity programs to help clients give back to their communities.

Innovative Planning Group, located at 115 Keller Avenue North in Amery, Wisconsin, is a finance institution that offers a unique long-term perspective and refined process that sets them apart from other firms. With a focus on serving clients for generations, IPG provides a personal relationship backed by LPL Financial, Charles Schwab, and Fidelity Investments. Their experienced team of registered representatives can provide investment advice and securities through LPL Financial, Member FINRA/SIPC. Whether you are planning for retirement, investing for the future, or managing your wealth, Innovative Planning Group is dedicated to helping clients navigate their financial journey with expertise and care. Visit their office in Amery or their location in Minnetonka, MN to learn more about how IPG can help you achieve your financial goals.

Waddell & Reed, Inc. is a team of experienced financial advisors located in Amery, Wisconsin. Our dedicated professionals provide personalized financial planning and investment management services to help clients achieve their financial goals. With a commitment to integrity and excellence, we strive to build long-lasting relationships with our clients and help them navigate the complexities of the financial world. Visit us at 217 Keller Avenue North to learn more about how we can help you secure your financial future.