TOP 30 Personalized risk management in Altoona, Wisconsin
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Orgel Wealth Management
● ClosedOrgel Wealth Management is a leading finance institution located at 2420 Riversedge Drive in Altoona, Wisconsin, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, Orgel Wealth Management is dedicated to helping you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards a secure financial future.
2420 Rivers Edge Dr, Altoona, WI 54720, United States -
Lillie-Couch Insurance
● ClosedLillie-Couch Insurance is a reputable insurance agency located at 437 3rd Avenue in Clear Lake, Wisconsin, United States. With years of experience serving clients in the area, we are proud to welcome clients from the Ken Frei Insurance Agency. Our agency also has an office in Altoona, expanding our reach to individuals, families, and businesses in cities like New Richmond. At Lillie-Couch Insurance, we are dedicated to providing personalized insurance solutions to meet the unique needs of each client. Contact us today to learn more about our services and how we can help protect what matters most to you.
437 3rd Ave, Clear Lake, WI 54005, United States -
Jeff Flaig - State Farm Insurance Agent
● ClosedJeff Flaig - State Farm Insurance Agent is an insurance agency located at 421 Island Street in Chippewa Falls, Wisconsin, United States. Situated downtown, just 2 blocks north of the Family Fare grocery store and the police station on Island Street, this agency is easily accessible to residents of Chippewa Falls and surrounding communities such as Eau Claire, Altoona, Cadott, and more. As a third-generation State Farm employee and licensed agent since 1996, Jeff Flaig and his team are dedicated to helping individuals make informed decisions when it comes to their insurance and financial needs. Whether you're looking for coverage for your car, motorcycle, home, or small business, the team at Jeff Flaig State Farm Agency can tailor a personalized insurance plan to suit your unique needs. They also offer assistance with retirement planning, education savings, and more.
421 Island St, Chippewa Falls, WI 54729, United States -
River Prairie Wealth Partners - Ameriprise Financial Services, LLC
● ClosedRiver Prairie Wealth Partners - Ameriprise Financial Services, LLC is a finance institution located at 1520 Front Porch Place, Altoona, Wisconsin, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, we offer personalized financial planning services tailored to your individual goals and risk tolerance. Our team of Ameriprise financial advisors provide one-to-one advice and exceptional client service, helping you track your progress towards your financial objectives. Whether you are planning for retirement, education, or a major purchase, we are here to help you every step of the way. Schedule a complimentary initial consultation to learn more about how we can assist you in achieving your financial goals. Please note that the Confident Retirement® approach is not a guarantee of future financial results, and Ameriprise financial advisors are registered to do business only in certain U.S. states. Visit our website for more information on our corporate entities, disclosures, privacy and security policies, and online security guarantee. Thank you for considering us to help your friends and family members with their financial planning needs.
1520 Front Porch Pl, Altoona, WI 54720, United States -
Edward Jones - Financial Advisor: Kevin A Widiker, CFP®|CEPA®|AAMS™
● ClosedEdward Jones - Financial Advisor: Kevin A Widiker, CFP®|CEPA®|AAMS™ is a reputable financial institution located at 3149 Meadowlark Lane in Altoona, Wisconsin, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a certified team led by Kevin A Widiker, who holds certifications in Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Accredited Asset Management Specialist (AAMS™), clients can trust in their expertise and knowledge to provide personalized financial solutions. Whether you are looking to invest, plan for retirement, or manage your wealth, Edward Jones is dedicated to helping you secure a stable financial future.
3149 Meadowlark Ln #20, Altoona, WI 54720, United States -
Nicole Powers - Financial Advisor, Ameriprise Financial Services, LLC
● OpenNicole Powers is a Financial Advisor at Ameriprise Financial Services, LLC located at 1520 Front Porch Place, Altoona, Wisconsin, United States. She 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®. She provides comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Nicole specializes in asset management, estate planning, investment strategies, retirement planning, and risk management. She is dedicated to helping her clients make informed financial decisions and achieve their financial goals. Nicole is committed to upholding the highest ethical standards and staying current on industry trends and best practices. Contact Nicole Powers for expert financial advice and personalized financial planning services.
1520 Front Porch Pl, Altoona, WI 54720, United States
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