Brant Meyer - Northwoods Financial Strategies-Principal Financial Group - Wausau, Wisconsin

Brant Meyer – Northwoods Financial Strategies – Principal Financial Group

\n

For individuals and families seeking comprehensive financial planning and expert financial consulting, Brant Meyer at Northwoods Financial Strategies – Principal Financial Group presents a dedicated service. Located in Wausau, Wisconsin, Brant offers personalized strategies tailored to meet specific financial goals. He operates with a commitment to building long-term relationships based on trust and transparency, ensuring clients feel secure and informed throughout their financial journey.

\n\n

About Brant Meyer and Northwoods Financial Strategies

\n

Brant Meyer is the Principal and founder of Northwoods Financial Strategies, a division of Principal Financial Group. His focus is on providing a holistic approach to financial well-being. He guides clients through a range of services, including retirement planning, investment management, estate planning, and insurance needs analysis. Brant’s background within Principal Financial Group provides him with access to a vast array of resources and expertise, allowing him to offer sophisticated solutions while maintaining a client-centric approach. He prioritizes understanding each client’s unique circumstances, risk tolerance, and aspirations before developing a customized plan.

\n\n

Location and Accessibility

\n

Northwoods Financial Strategies is situated at 210 McClellan St #300, Wausau, WI 54403. The office is designed with accessibility in mind, offering several features to accommodate clients with mobility challenges. Specifically, the building features a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. Appointments are recommended to ensure Brant can dedicate sufficient time to thoroughly discuss each client’s needs. The office’s convenient location within Wausau makes it easily accessible for residents of the surrounding area.

\n\n

Services Offered

\n

\n
• Financial Planning: Brant develops comprehensive financial plans designed to help clients achieve their short- and long-term objectives.

\n

• Investment Management: He assists clients in creating and managing investment portfolios aligned with their risk tolerance and goals.

\n

• Retirement Planning: Brant helps clients plan for a comfortable and secure retirement, considering factors such as savings, Social Security, and potential healthcare costs.

\n

• Estate Planning: He advises clients on estate planning strategies to ensure their assets are distributed according to their wishes and to minimize potential estate taxes.

\n

• Insurance Analysis: Brant evaluates clients’ insurance needs, including life, disability, and long-term care insurance, to provide appropriate coverage.

\n

\n\n

Contact Information

\n

Clients can reach Brant Meyer directly at Phone: 158422970. For more detailed information and to schedule an appointment, please visit the company’s website at Website: northwoodsfs.com.

\n\n

Client Feedback and Reputation

\n

Currently, Northwoods Financial Strategies has 0 reviews on Google My Business, indicating a limited amount of publicly available feedback. The average opinion is 0/5, suggesting that the company is relatively new or that client reviews are scarce at this time. However, Principal Financial Group’s established reputation for integrity and professionalism provides a strong foundation for client confidence. It is recommended that prospective clients seek independent verification of Brant’s credentials and experience before engaging his services.

\n\n

Key Characteristics and Considerations

\n

\n
• Principal Financial Group Affiliation: Being part of Principal Financial Group provides access to a wide range of financial products and services, as well as robust research and analytical tools.

\n

• Personalized Approach: Brant Meyer emphasizes a tailored approach, focusing on understanding each client’s unique circumstances and goals.

\n

• Comprehensive Services: The firm offers a broad spectrum of financial services, catering to diverse client needs.

\n

• Accessibility: The office is designed with accessibility in mind, ensuring that clients with mobility limitations can comfortably visit.

\n

\n\n

In conclusion, Brant Meyer at Northwoods Financial Strategies – Principal Financial Group offers a professional and accessible service for individuals seeking expert financial guidance. While current online reviews are limited, the firm’s affiliation with Principal Financial Group and Brant’s commitment to personalized planning provide a solid basis for considering his services. Prospective clients are encouraged to conduct thorough due diligence and schedule an appointment to discuss their specific financial needs.

\n",
"summary": "Northwoods Financial Strategies, led by Brant Meyer, provides personalized financial planning and consulting services through Principal Financial Group, emphasizing accessibility and a client-centric approach.",
"keywords": [
"Financial Planning",
"Financial Consultant",
"Investment Management",
"Retirement Planning",
"Estate Planning"
],
"word_count": 977,
"quality_score": 8,
"has__tags": true,
"language_used": "en"
}