Business Details
About
Financial Planning
At Financial Strategies of Wisconsin LLC, we know that no one financial strategy fits everyone, which is why every client gets our undivided attention - from planning to execution to follow-up. As your local insurance and financial planning professionals, our services include IRA’s, 401(k)s, SIMPLE IRA’s, retirement planning, wealth management, investment advisory services, estate planning, Medicare plans, Affordable Care Act, life insurance, and funeral trusts. Our experienced, dedicated team is ready to help you better prepare for the future by tailoring strategies to your specific needs and goals. We look forward to developing a long-term, trusting relationship with you, so call us today!
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- BWBryan WeicheltJan 4, 20215.0Professional and caring service, every time. This team will walk you through the options on all aspects of your financial future, providing customized guidance and input for you and your family's unique situation and future goals. I highly recommend giving them a call.
- CMCarrie MewsSep 25, 20155.0Great service!
Frequently Asked Questions About Financial Strategies
What services does Financial Strategies offer?
Financial Strategies offers services including IRA’s, 401(k)s, SIMPLE IRA’s, retirement planning, wealth management, investment advisory services, estate planning, Medicare plans, Affordable Care Act, life insurance, and funeral trusts.
What are the office hours of Financial Strategies?
The office is open Monday to Thursday from 9:00 AM to 5:00 PM, and Friday from 9:00 AM to 12:00 PM. It is closed on Saturdays and Sundays.
How can I contact Financial Strategies?
You can contact Financial Strategies by phone at +1 715-204-7399 or +1 715-687-8608, or by email at mark@finstratwi.com.
Where is Financial Strategies located?
Financial Strategies is located at 211630 Barkley Way, Stratford, WI 54484, USA.
Since when has Financial Strategies been established?
Financial Strategies has been established since 2006.
What categories does Financial Strategies fall under?
Financial Strategies is categorized as a Financial Planning, Financial Planner, Accountant, Insurance Agency, Financial Consultant, Life Insurance Agency, and Estate Planning Attorney.
Which cities and counties are within Financial Strategies' service area?
Financial Strategies serves clients in cities including Stratford, Wausau, Abbotsford, Marshfield, Loyal, Athens, Mosinee, Spencer, Greenwood, Auburndale, and Marathon City, as well as counties such as Wood, Clark, and Marathon County in Wisconsin.
What nearby places can help customers visiting Financial Strategies with banking needs?
Nearby banks such as Citizens State Bank and Community Financial Bank provide convenient banking services for customers visiting Financial Strategies in Stratford, WI.
Are there nearby locations for customers to visit for food or shopping before or after their appointment at Financial Strategies?
Yes, customers can visit nearby places like Davel's grocery store and bakery, Subway restaurant, and Dollar General discount store for food and shopping in the Stratford area.
What community services and facilities are near Financial Strategies that might be of interest to customers?
Nearby community services include the Stratford Village Government center, Stratford Area Fire Department, and the Post Office-Stratford, which can assist visitors with various needs.