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Eau Claire County Financial Planners
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Name
City
Royal Credit Union - Hastings Pl
_
419 N Hastings Way
Eau Claire
,
WI
54703
(715) 833-8111
Member Since: 2005
RCU offers services for every phase of your life including savings and checking accounts, personal, home and business loans, investments and much more.
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Associated Bank - Clairemont Avenue
_
2613 N Clairemont Ave
Eau Claire
,
WI
54703
(715) 831-3590
Member Since: 1987
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Associated Bank - Mall Drive
_
2812 Mall Dr
Eau Claire
,
WI
54701
(715) 833-7722
Member Since: 1935
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Jansen Wealth Management
_
1476 Blazing Star Blvd
Suite 3
Altoona
,
WI
54720
(715) 481-0499
Member Since: 2021
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Security Financial Bank
_
4217 Southtowne Dr
Eau Claire
,
WI
54701
(715) 833-7685
Member Since: 2009
Security Financial Bank an independent community bank, specializing in business and agricultural banking; founded in 1934, with offices in Bloomer, Durand, Eau Claire, Ladysmith and River Falls.
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Advisors Management Group, Inc.
_
1324 W Clairemont Ave, Ste 1
Eau Claire
,
WI
54701
(715) 834-9512
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Affinity Asset Management
_
826 S Hastings Way
Suite 1
Eau Claire
,
WI
54701
715-559-0822
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Baird
_
4106 Oakwood Hills Pkwy, Ste 100
PO Box 1248
Eau Claire
,
WI
54702 1248
(715) 552-3535
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Bernicke Wealth Management, Ltd.
_
1565 Bluestem Blvd
Altoona
,
WI
54720
(715) 832-1173
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Blue Granite Wealth
_
4257 Southtowne Dr
PO Box 903
Eau Claire
,
WI
54702
(715) 514-2900
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BMO Harris Bank
_
2423 Rivers Edge Drive, Suite #1
Altoona
,
WI
54720
(715) 831-3577
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CliftonLarsonAllen, LLP
_
3402 Oakwood Mall Dr, Ste 100
Eau Claire
,
WI
54701
(715) 852-1100
We help clients succeed professionally and personally. CliftonLarsonAllen (CLA) is unique — although we’re a large firm with deep resources, we have never strayed from our commitment to serve clients of all sizes in any location.
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Decades Financial, LLC
_
2523 W Folsom St, Ste A1
Eau Claire
,
WI
54703
(715) 514-4032
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Edward Jones Investments/Wesley Prince
_
3149 Meadowlark Ln
Suite 20
Altoona
,
WI
54720
(715) 835-3807
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Edward Jones/Dan Schwaegel, Financial Advisor
_
2741 N Clairemont Ave, Ste B
Eau Claire
,
WI
54703
(715) 832-5539
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Edward Jones/Tim Owen
_
923 West Clairemont
Eau Claire
,
WI
54701
(715) 481-0722
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Integrated Wealth Partners
_
2779 S Hastings Way, Suite B
Eau Claire
,
WI
54701
(715) 563-0486
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Jones Financial Consulting, LLC
_
PO Box 1608
Eau Claire
,
WI
54702
(715) 577-2778
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Merrill Lynch
_
3508 Oakwood Mall Dr
Eau Claire
,
WI
54701
(715) 835-0710
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North Point Advisor Group
_
903 S Hillcrest Pkwy
Altoona
,
WI
54720
(715) 598-7011
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Northwestern Mutual
_
1450 Rivers Edge Trail, Suite B
Altoona
,
WI
54720
(715) 835-3176
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Orgel Wealth Management
_
2420 Rivers Edge Dr
Altoona
,
WI
54720
(715) 835-6525
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Raymond James/Fries
_
11 E Central St
Chippewa Falls
,
WI
54729
(715) 720-9605
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RBC Wealth Management
_
401 Pinnacle Way Suite 152
Eau Claire
,
WI
54701
(715) 858-7788
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River Prairie Wealth Partners
_
1520 Front Porch Place
Altoona
,
WI
54720
(715) 832-7715
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Security Financial Solutions
_
4217 Southtowne Dr
Eau Claire
,
WI
54701
(715) 833-1884
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Stifel, Nicolaus & Co., Inc.
_
3704 Oakwood Hills Pkwy
Eau Claire
,
WI
54701
(715) 852-1990
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If your business isn't here,
contact us
today to get listed!
About Us
Ambassadors
Board of Directors
Buy Local Bucks
Chamber Team
Committees
Communications
Contact Us
Invest With Us
>
Chamber Membership at a Glance
Chamber Membership FAQs
Chamber Online Investor Application
Advocacy
Workforce
Diversity, Equity & Inclusion (DEI)
Explore Eau Claire Concierge Program
Jobs
>
Job Board
Professional Development
Think Eau Claire
>
Visiting Eau Claire
Moving to Eau Claire
Workforce Playbook
Western & Central Wisconsin Wage Survey
Education
Chamber Educational Foundation
>
Leadership Eau Claire™
Youth Leadership Eau Claire
>
Application & Tuition
Sponsors
Young Professionals (YPCV)
>
Membership
>
YPCV Membership Application
YPCV Board
Calendar of Events
YP Cares 2020
Investor Engagement
Chamber Sponsorships
Marketing Opportunities
Networking Opportunities
Our Newest Investors
Invest With Us
Investor Login
Events
Chamber Events Calendar
>
Signature Events
>
Breakfast in the Valley
Business at the Gardens
Business Salutes Eau Claire Golf Classic
Eau What a Night/Annual Meeting
Community Events
>
Submit a Community Event
Blog