Explore Financial Advisors Serving Wausau, WI

Whalen Financial Group provides customized financial planning, investment management, and insurance solutions to individuals and businesses. Our services focus on retirement planning, wealth preservation, and risk mitigation through personalized strategies. With decades of combined experience, our advisors deliver fiduciary-driven guidance to help clients achieve long-term financial security.

Point Wealth Management offers unbiased financial advisory services in Wausau, WI, specializing in retirement planning, portfolio management, and customized investment strategies. Our team helps clients achieve long-term financial security through transparent, client-focused solutions. With over 15 years of experience, we prioritize integrity and personalized guidance to support clients in reaching their financial goals.