Show me search results for:

You can change this selection at any time via the Accredited Business toggle on the search results page.

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.
Better Business Bureau®
Resources for Businesses
Better Business Bureau
          Category: Financial Planning Consultants

          Showing: 512 results for Financial Planning Consultants
          near Colfax, WI

          Filter by

          Service Area

          Filter by

          Distance
          Categories
          BBB Rating
          State/Province
          Get Connected
          Sort By
          • Distance
          • Rating

          Hall Financial Group, LLC

          Financial Services, Financial Planning Consultants, Investment Advisory Services

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • AK
          • AL
          • AR
          • AS
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • GU
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          not BBB accredited
          (715) 514-2526

          4319 Jeffers Rd Ste 202,
          Eau Claire, WI 54703-3727

          Benefit Wealth Partners

          Financial Planning Consultants

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • Chippewa County, WI
          not BBB accredited
          (800) 905-8576

          101 N Bridge St,
          Chippewa Falls, WI 54729

          Baird

          Investment Advisory Services, Financial Services, Financial Planning Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • WI
          Accredited BusinessAccredited Business
          (414) 765-3500

          306 S Barstow St,
          Eau Claire, WI 54701-3678

          Get a Quote

          Advisors Management Group Inc.

          Investment Advisory Services, Tax Return Preparation, Financial Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • WI
          Accredited BusinessAccredited Business
          (715) 834-9512

          1324 W Clairemont Ave Ste 2,
          Eau Claire, WI 54701-6191

          Get a Quote

          Bernicke Wealth Management, LTD

          Investment Advisory Services, Financial Planning Consultants

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Eau Claire County, WI
          not BBB accredited
          (715) 832-1173

          1565 Bluestem Blvd,
          Altoona, WI 54720-2655

          Shillin Wealth Management LLC

          Financial Planning Consultants

          BBB Rating: F
          Service Area

          Serving the following areas:

          • Eau Claire County, WI
          not BBB accredited
          (715) 203-4155

          1476 Blazing Star Blvd Suite 3,
          Altoona, WI 54720

          KeyStone Financial

          Retirement Planning Services, Financial Services, Financial Planning Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • WI
          not BBB accredited
          (715) 835-6022

          4252 Southtowne Dr Ste D,
          Eau Claire, WI 54701-2648

          Old National Bank

          Bank, Loans, Financial Planning Consultants ...

          BBB Rating: A+
          not BBB accredited
          (800) 731-2265

          3406 Oakwood Hills Pkwy,
          Eau Claire, WI 54701-7776

          Gilfi

          Financial Planning Consultants, Insurance Companies, Retirement Planning Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Eau Claire County, WI
          not BBB accredited
          (715) 832-6201

          3806 Oakwood Hills Pkwy Ste 2 Suite 2,
          Eau Claire, WI 54701-7779

          Baird

          Investment Advisory Services, Financial Services, Financial Planning Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • WI
          Accredited BusinessAccredited Business
          (715) 552-3550

          4112 Oakwood Hills Pkwy Ste 100,
          Eau Claire, WI 54701-7727

          Get a Quote

          Wells Fargo Advisors, LLC

          Investment Security, Financial Services, Financial Planning Consultants ...

          BBB Rating: A+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          Service Area

          Serving the following areas:

          • IL
          • MO
          not BBB accredited
          (314) 955-3000

          4935 Keystone Xing,
          Eau Claire, WI 54701

          Old National Bank

          Bank, Loans, Financial Planning Consultants ...

          BBB Rating: A+
          not BBB accredited
          (800) 731-2265

          302 Bay St,
          Chippewa Falls, WI 54729-2499

          Alliance Bank

          Bank, Financial Services, Loans ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Buffalo County, WI
          • Chippewa County, WI
          • Clark County, WI
          • Dunn County, WI
          • Eau Claire County, WI
          • Jackson County, WI
          • Pepin County, WI
          • Pierce County, WI
          • Saint Croix County, WI
          • Trempealeau County, WI
          not BBB accredited
          (715) 926-4234

          245 S Eau Claire St,
          Mondovi, WI 54755-1505

          Johnson Financial Group, Inc

          Bank, Financial Services, Loans ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • WI
          Accredited BusinessAccredited Business
          (715) 736-4700

          2019 Cenex Dr,
          Rice Lake, WI 54868-1890

          Get a Quote

          Old National Bank

          Bank, Loans, Financial Planning Consultants ...

          BBB Rating: A+
          not BBB accredited
          (800) 731-2265

          101 N Broadway St,
          Stanley, WI 54768-1005

          Related Categories

          Accreditation and Ratings Overview

          Accredited BusinessAccredited Business

          Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

          A+

          BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

          Didn't find the business you were looking for?

          If the business you're looking for isn't in our directory, submit a request to have it added.