Wisconsin > Green Bay Yellow Pages > Finance > Investment Services & Advisors > Financial Planning Consultants

Green Bay Financial Planning Consultants

Local Businesses: 83

Ameriprise Financial

2643 Libal Street
Green Bay, WI 54301-2885
(920) 499-0999
Categories: Financial Planning Consultants, Security Brokers & Dealers

Ameriprise Financial

2631 Packerland Drive Suite 105
Green Bay, WI 54313-4130
(920) 491-1144 +view more
Kelly Dieftler (Owner)
Categories: Financial Planning Consultants

Ameriprise Financial - Jeff Jansen Cfp Financial Advisor

1192 Hansen Road
Green Bay, WI 54304-5999
(920) 593-4570
Jeffrey Jansen (Manager)
Categories: Financial Services, Financial Planning Consultants

Ameriprise Financial

1331 North Road
Green Bay, WI 54313-5723
(920) 431-0000 +view more
Mark Piper (Cfp Senior Financial Advisor)
Categories: Financial Services, Financial Planning Consultants

Ameriprise Financial - Lanoue Marlene Cfp Senior Advisor

2740 South Oneida Street
Green Bay, WI 54304-5751
(920) 431-0000 +view more
Rick Holewinski (Manager)
Categories: Financial Services, Financial Planning Consultants

Ameriprise Financial

1226 Grant Street
Green Bay, WI 54303-1944
(920) 405-0878
Categories: Financial Services, Financial Planning Consultants

Amtmann & Associates

916 Willard Drive Suite 130
Green Bay, WI 54304-6223
(920) 499-6440
Categories: Financial Planning Consultants

Avalon Financial

1039 West Mason Street
Green Bay, WI 54303-1842
(920) 884-2586
Categories: Financial Planning Consultants

Axa Equitable

1585 Allouez Avenue Suite 1
Green Bay, WI 54311-6277
(920) 468-2900
Categories: Financial Planning Consultants

Baierl Financial Services Corporation

1160 Waube Lane
Green Bay, WI 54304-5651
(920) 336-9878
Charles Baierl (Owner)
Categories: Insurance Carriers, Financial Planning Consultants

Bank Mutual

2357 South Oneida Street
Green Bay, WI 54304-5230
(920) 494-9526 +view more
Categories: Atm Machines, Investment Bankers, Savings & Loan Associations, Savings Banks, Banks, Financial Planning Consultants

Bank Mutual

2255 University Avenue
Green Bay, WI 54302-4510
(920) 468-4836 +view more
Categories: Atm Machines, Investment Bankers, Savings & Loan Associations, Savings Banks, Banks, Financial Planning Consultants

Bank Mutual

201 North Monroe Avenue
Green Bay, WI 54301-4903
(920) 436-1450 +view more
Categories: Atm Machines, Investment Bankers, Savings & Loan Associations, Savings Banks, Banks, Financial Planning Consultants

Bank Mutual

2603 Glendale Avenue
Green Bay, WI 54313-6823
(920) 434-3469 +view more
Categories: Atm Machines, Investment Bankers, Savings & Loan Associations, Savings Banks, Banks, Financial Planning Consultants

Bank Mutual

2424 West Mason Street
Green Bay, WI 54303-4711
(920) 497-6280 +view more
Categories: Atm Machines, Investment Bankers, Savings & Loan Associations, Savings Banks, Banks, Financial Planning Consultants

Bank Mutual

2370 East Mason Street
Green Bay, WI 54302-3746
(920) 469-4848 +view more
Categories: Atm Machines, Investment Bankers, Savings & Loan Associations, Savings Banks, Banks, Financial Planning Consultants

Baylake Bank

HELPING BUILD THE GOOD LIFE
2502 Lineville Road
Green Bay, WI 54313-7123
(920) 434-1000
Crystal Schmidt (Manager)
Products: Business Accounts, Commercial Loans, Construction Loans, Home Equity Loans,…
Services: Banking Services, Asset Management
Categories: Banks, Loans Personal, Mortgage Bankers & Correspondents, Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Biltmore Investment Management

424 South Monroe Avenue Suite 101
Green Bay, WI 54301-4054
(920) 435-2555
James Curren (President)
Categories: Investment Services & Advisors, Financial Planning Consultants

Birder John D

2131 South Webster Avenue Suite 200
Green Bay, WI 54301-2288
(920) 435-4800
John Birder
Categories: Financial Planning Consultants

Brice Randy Financial Services

1544 Rustic Ridge Court
Green Bay, WI 54311-6529
(920) 469-7900
Randy Brice (Manager)
Categories: Insurance Carriers, Financial Planning Consultants

Cape Financial Group

2345 East Mason Street
Green Bay, WI 54302-3764
(920) 272-2273
Categories: Financial Planning Consultants

Chambers Financial Group

2032 Velp Avenue
Green Bay, WI 54303-6452
(920) 661-9000 +view more
Bill Chambers (Owner)
Services: Consultations, Financial Planning, Online Services, Advice, Counseling , E-Services,…
Categories: Investment Services & Advisors, Financial Planning Consultants

Crispigna Steven P Cfp

2131 South Webster Avenue
Green Bay, WI 54301-2288
(920) 435-4800
Steven Crispigna (Cfp Chfc)
Categories: Financial Planning Consultants

Deprez Gerard J Cfp

2131 South Webster Avenue
Green Bay, WI 54301-2288
(920) 435-4800
Categories: Financial Planning Consultants

Edward Jones

550 North Military Avenue Suite 5
Green Bay, WI 54303-4569
(920) 429-9017
Products: Bonds, Stocks, Cds, Commodities, Futures, Government Securities, Iras, Loans,…
Services: Brokerage Services, Consultations, Asset Allocation, Banking, Bonds Issued,…
Categories: Financial Services, Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Bob O'brien

MAKING SENSE OF INVESTING
2140 Holmgren Way Suite 1010
Green Bay, WI 54304-4669
(920) 497-4488
Products: Green Bay Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Charles B Wilson

MAKING SENSE OF INVESTING
821 South Huron Road Suite B
Green Bay, WI 54311-8044
(920) 465-7288
Products: Green Bay Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Cheryl A Lemere

MAKING SENSE OF INVESTING
414 East Walnut Street
Green Bay, WI 54301-5024
(920) 437-1733
Products: Green Bay Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Don Murray

MAKING SENSE OF INVESTING
1239 South Military Avenue
Green Bay, WI 54304-2120
(920) 499-7033
Products: Green Bay Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Drew O'brien

MAKING SENSE OF INVESTING
108 Packerland Drive Suite C2
Green Bay, WI 54303-4862
(920) 490-0189
Products: Green Bay Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Greg S Hansen

MAKING SENSE OF INVESTING
933 Cardinal Lane
Green Bay, WI 54313-6817
(920) 434-7740
Products: Green Bay Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: James T Grasee

MAKING SENSE OF INVESTING
3257 Main Street Suite B
Green Bay, WI 54311-9625
(920) 863-5539
Products: Green Bay Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Edward Jones - Financial Advisor: John B Guyette

MAKING SENSE OF INVESTING
2331 Velp Avenue Suite F
Green Bay, WI 54303-6592
(920) 434-9741
Products: Green Bay Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Keith A Neumann

MAKING SENSE OF INVESTING
3000 Riverside Drive Suite 100
Green Bay, WI 54301-1652
(920) 430-1199
Products: Green Bay Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Patrick R Loritz

MAKING SENSE OF INVESTING
2625 Development Drive Suite 15
Green Bay, WI 54311-4250
(920) 336-1023
Products: Green Bay Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Randy Janssen

MAKING SENSE OF INVESTING
940 Hansen Road Suite G
Green Bay, WI 54304-5377
(920) 405-0775
Products: Green Bay Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Rick Murray

MAKING SENSE OF INVESTING
1641b Commanche Avenue
Green Bay, WI 54313-5754
(920) 592-8524
Products: Green Bay Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Ryan M Freitag

MAKING SENSE OF INVESTING
225 South Monroe Avenue Suite 101
Green Bay, WI 54301-4046
(920) 436-9053
Products: Green Bay Financial Advisor Investment Management Funds Investment Stock &…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Enlighten Finan

Green Bay, WI 54301
(920) 445-8881
Categories: Financial Planning Consultants

Farah Andrew Raymond James Financial Services

2985 Voyager Drive
Green Bay, WI 54311-8301
(920) 496-7926
Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Financial Consulting Services Inc

1500 River Pines Drive
Green Bay, WI 54311-5636
(920) 432-5242
Categories: Financial Planning Consultants, Security Brokers & Dealers

Financial Design Center

325 South Jefferson Street
Green Bay, WI 54301-4522
(920) 437-6614
Categories: Pension & Profit Sharing Plans, Financial Planning Consultants

Gdi Llc

1585 Allouez Avenue
Green Bay, WI 54311-6268
(920) 593-7355 +view more
Categories: Financial Planning Consultants

Grasee James Aams

3257 Main Street
Green Bay, WI 54311-9625
(920) 863-5539
James Grasee (Aams)
Categories: Financial Services, Financial Planning Consultants, Security Brokers & Dealers

Harbor Wealth Management

2149 Velp Avenue Suite 350
Green Bay, WI 54303-5427
(920) 434-5310
Products: Annuities, Futures, Mutual Funds, Roth Ira, Stocks, Equities
Services: Accounting, Asset Allocation, Asset Management, Beneficiaries, Brokerage Services,…
Categories: Financial Planning Consultants

Hayes Jeffrey J

3091 Voyager Drive
Green Bay, WI 54311-8303
(920) 406-8500
Jeffrey Hayes
Categories: Financial Planning Consultants

Hellenbrand Financial

300 North Broadway
Green Bay, WI 54303-2702
(920) 574-9614
Categories: Financial Planning Consultants

Hospitality Investors Green Bay Llc

2308 Lineville Road
Green Bay, WI 54313-8836
(920) 434-6803
Categories: Financial Planning Consultants, Real Estate Property Investment Properties

Ing

2181 South Oneida Street
Green Bay, WI 54304-4641
(920) 499-3900
Categories: Financial Planning Consultants

Jacques Mike Fin Consltnt

200 South Washington Street
Green Bay, WI 54301-4343
(920) 432-5242
Mike Jacques (Fin Consltnt)
Categories: General Consultants, Investment Services & Advisors, Financial Planning Consultants

John Patrick Planning Group

2301 Riverside Drive Suite 2
Green Bay, WI 54301-1907
(920) 430-7970
Patrick Mongin (Sales Executive)
Categories: Insurance Carriers, Financial Planning Consultants

Laura Mossakowski Llc

2555 Continental Court Suite 4
Green Bay, WI 54311-6093
(920) 321-0327
Laura Mossakowski (Owner)
Categories: Financial Planning Consultants

Lpl Financial

849 Cormier Road
Green Bay, WI 54304-4706
(920) 494-9700
Products: Defined Benefit, Government Securities, International Securities, Iras, Mutual…
Services: Asset Management, Brokerage Services, Consultations, Educational Planning,…
Categories: Financial Planning Consultants, Security Brokers & Dealers

M&I Financial Advisors

201 South Military Avenue
Green Bay, WI 54303-2411
(920) 497-5213
Categories: Financial Advisory Services

Morgan Stanley

111 North Washington Street Suite 410
Green Bay, WI 54301-4256
(920) 437-3276
Peter Reinhart (Agent)
Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Navigator Planning Group

3091 Voyager Drive
Green Bay, WI 54311-8303
(920) 406-8500
Categories: Financial Planning Consultants

Olson Associates

1524 University Avenue Suite 101
Green Bay, WI 54302-1876
(920) 432-7600 +view more
Eric Pelnar (Owner)
Services: Consultations, Estate Planning, Advice, Counseling, Inheritance Planning
Categories: Estate And Property Attorneys & Lawyers, Financial Planning Consultants, Estate And Property Lawyers & Attorneys

Pension Consultants Co Inc

444 South Adams Street Suite 1
Green Bay, WI 54301-4127
(920) 437-0313 +view more
Audrey Mccarey (Owner)
Services: Estate Planning, Estate Conservation, Estate Preservation, Life Planning
Categories: Estate And Property Attorneys & Lawyers, Pension & Profit Sharing Plans, Financial Planning Consultants, Estate And Property Lawyers & Attorneys

Pension Inc

1980 Commercial Way
Green Bay, WI 54311-6203
(920) 432-7020
Mary Hanzel (President)
Services: Consultations, Advice, Counseling, Estate Conservation, Estate Preservation,…
Categories: Pension & Employee Benefits Plans Consultants, Pension & Profit Sharing Plans, Financial Planning Consultants

Petersen Phillip C Cfp

2131 South Webster Avenue
Green Bay, WI 54301-2288
(920) 435-4800
Phillip Petersen (Cfp)
Categories: Financial Planning Consultants

Raymond James

INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
1311 Bellevue Street
Green Bay, WI 54302-2103
(920) 406-5142
Don Hinrich (Manager)
Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution,…
Services: Stocks Bonds Mutual Funds Annuities, Financial Retirement & Estate Planning,…
Categories: Financial Services, Retirement Planning Consultants & Services, Financial Planning Consultants, Security Brokers & Dealers

Raymond James

INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
2985 Voyager Drive
Green Bay, WI 54311-8301
(920) 496-7926
Andy Farah (Manager)
Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution,…
Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Bonds, Bookkeeping…
Categories: Financial Services, Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Raymond James Financial Svcs Inc Macco Financial Grp Inc

INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
1138 Main Street
Green Bay, WI 54301-4718
(920) 617-6830
Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution,…
Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services,…
Categories: Financial Planning Consultants

Ruechel Brian

150 Burgundy Court
Green Bay, WI 54302-5254
(920) 469-0332
Brian Ruechel
Categories: Financial Planning Consultants

Schanock Investments

1728 Industrial Drive
Green Bay, WI 54302-2106
(920) 465-8440
David Schanock (Owner)
Products: Appetizers, Baked Goods & Desserts, Breakfast Foods, Burgers, Cheeseburgers,…
Services: Dinner, Gift Certificates, Late Night, Lunch, Gift Cards, Luncheon, Open Late,…
Categories: Financial Planning Consultants

Senior Benefits

1192 Hansen Road Suite 202
Green Bay, WI 54304-5999
(920) 593-4702
Categories: Insurance Carriers, Financial Planning Consultants

Sii Investments Inc

325 South Jefferson Street
Green Bay, WI 54301-4522
(920) 437-6614
Daniel Colvin (President)
Categories: Pension & Profit Sharing Plans, Financial Planning Consultants

Summit Planning Group Llc

3071 Voyager Drive Suite A
Green Bay, WI 54311-8352
(920) 884-9000 +view more
Alan Hicks (Owner)
Categories: Investment Services & Advisors, Financial Planning Consultants

Teske Dan

1445 Avondale Drive
Green Bay, WI 54313-5903
(920) 499-9460
Dan Teske
Categories: Financial Planning Consultants

The Insurance Center

2929 South Ridge Road
Green Bay, WI 54304-5509
(920) 338-8058
Services: Long Term Care Insurance, Long Term Planning, Term Care
Categories: Insurance Carriers, Financial Planning Consultants

U.S. Bank

1950 South Webster Avenue
Green Bay, WI 54301-2256
(920) 436-5520 +view more
Mary Dechamps (Branch Manager)
Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…
Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

U.S. Bank

425 Pine Street
Green Bay, WI 54301-5137
(920) 432-0321 +view more
Renee Verboncouer (Branch Manager)
Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…
Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

Van Oss Financial

1474 Parkway Drive
Green Bay, WI 54304-1975
(920) 494-7640
David Oss (Owner)
Categories: Financial Services, Insurance Carriers, Investment Services & Advisors, Financial Planning Consultants

Vestura Llc

414 East Walnut Street Suite 220
Green Bay, WI 54301-5020
(920) 430-3775
Jason Perkins (Owner)
Products: Iras, Individual Retirement Account
Services: Asset Management, Cash Management, Debt Management, Family Wealth Planning,…
Categories: Financial Planning Consultants

Waddell & Reed

425 Packerland Drive Suite East
Green Bay, WI 54303-4859
(920) 496-0060
James Schmitt (Manager)
Products: Iras, Mutual Funds, Rollover Ira, Rollover Plans, Roth Ira, Sep Ira, Simple…
Services: Asset Management, Brokerage Services, Budgeting, Consultations, Corporate Services,…
Categories: Financial Planning Consultants

Warber Wealth Management

677 Baeten Road
Green Bay, WI 54304-4868
(920) 490-8200
Categories: Investment Services & Advisors, Financial Planning Consultants

Weber Financial Services

1365 North Road Suite I
Green Bay, WI 54313-6306
(920) 432-2320
Michael Weber (Owner)
Products: Defined Benefit, Defined Contribution, Pension Plans, Profit Sharing, Qualified…
Services: Consultations, Employee Benefit Plans, Online Services, E-Services, Internet…
Categories: Financial Services, Financial Planning Consultants

Wells Fargo

959 Kepler Drive
Green Bay, WI 54311-8318
(920) 468-9227
Dennis Durocher (Senior Vp)
Products: Automobile Loans, Bonds, Bridge Loans, Business Accounts, Cash Management Accounts,…
Services: Account Inquiries, Atm Services, Card Replacement, Commercial Services, Credit…
Categories: Banks, Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Wiltzius & Holl

108 Packerland Drive Suite A
Green Bay, WI 54303-4862
(920) 321-0321
Daniel Holl (Owner)
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services, Consultations
Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Wisconsin Financial Group

110 Packerland Drive Suite C3
Green Bay, WI 54303-4861
(920) 499-4334
Rich Stockheimer (Owner)
Services: Business Services, Educational Planning, Individual Services, Online Services,…
Categories: Financial Services, Financial Planning Consultants

Woodbury Financial Services

3091 Voyager Drive
Green Bay, WI 54311-8303
(920) 406-9000
Services: Brokerage Services, Business Services, Consultations, Online Services, Commercial…
Categories: Financial Services, Financial Planning Consultants

Woodmen Financial Resources

1234 South Ridge Road
Green Bay, WI 54304-2350
(920) 499-8833 +view more
William Guis
Categories: Estate And Property Attorneys & Lawyers, Insurance Carriers, Financial Planning Consultants, Estate And Property Lawyers & Attorneys

Woodmen Financial Resources William Guis

1234 South Ridge Road
Green Bay, WI 54304-2350
(920) 321-0316 +view more
Categories: Financial Planning Consultants


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