Financial Services Wausau WI Insurance Consultation

FINANCIAL PLANNING in Wausau WI

Transforming aspirations into achievements

Experience the impact of a personalized financial strategy that begins with you, not just your finances. Achieve goals that feel closer and discover the transformative power of the right plan for your financial future.

Financial Planning

  • Retirement
  • College Savings
  • Private Wealth Management
  • Estate Planning
  • Long-Term Care
  • Business Services
  • Debt Management
  • Divorce Financial Planning
  • Business Financial Planning
  • Tax Planning
  • Everyday Money
  • Family & Work

Investments in Wausau WI

  • Brokerage Accounts
  • Private Wealth Management
  • Investment Advisory
  • Fixed & Variable Annuities
  • Private Client Services
  • Market Commentary

Insurance

  • Life Insurance
  • Disability
  • Long-Term
  • Income Annuities

OFFICE HOURS


Monday
8:00am - 4:00pm


Tuesday
8:00am - 4:00pm


Wednesday
8:00am - 4:00pm


Thursday
8:00am - 4:00pm


Friday
8:00am - 12:00pm


Saturday & Sunday
Closed

Whalen Financial Group, Inc.

226411 Rib Mountain Dr
Wausau, WI 54401

(715) 241-6935