Financial Advisor in Eau Claire, WI
A Wealth Ridge Planning office in Eau Claire for people who want to meet in the Chippewa Valley.
A financial advisor in Eau Claire, Wisconsin
Our Eau Claire office is at 4330 Golf Terrace, Suite 217. People looking for a financial advisor in Eau Claire usually want someone close enough to meet in person, and experienced enough to coordinate the rest of the plan — retirement income, investments, insurance, and the questions that show up as a household grows.
Eau Claire anchors the Chippewa Valley. Conversations at Golf Terrace often start with two careers, college costs, a business, or a retirement date that suddenly feels close. We turn that into a roadmap you can follow, then stay in touch when the plan needs to change.
Suite 217 is a dedicated meeting space. Call (715) 284-2240 and we will set a time that works — including for clients coming from Altoona, Chippewa Falls, or elsewhere in the valley who would rather not handle this only by email.
Prefer the feel of a quieter, close-knit community? We also meet with clients in Black River Falls and Whitehall. No matter the location, the planning relationship is the same. Our Eau Claire office gives Chippewa Valley clients a place to call their own.
Communities we meet with from Eau Claire
Clients come to the Eau Claire office from the Chippewa Valley and the towns around it, including:
- Eau Claire
- Altoona
- Chippewa Falls
- Lake Hallie
- Fall Creek
- Augusta
If you live nearby and would rather meet at another Wealth Ridge Planning office, say so when you call. We will book the location that is easiest for you.
Planning available in Eau Claire
The Eau Claire office offers the same planning work as the rest of the firm. A few places to start:
A Wealth Ridge Planning office in Eau Claire for people who want to meet in the Chippewa Valley.