Brickheimer Retirement Planners - Wausau, Wisconsin

Brickheimer Retirement Planners: A Trusted Financial Advisor

For individuals and families seeking comprehensive retirement planning and financial guidance, Brickheimer Retirement Planners presents a highly recommended service. Located at 1709 W Thomas St, Wausau, WI 54401, and reachable at Phone: 152983839, this firm offers expert consultation to ensure a secure and prosperous future. Their website, Website: chrisbrickheimer.com, provides further details on their services and approach.

About Brickheimer Retirement Planners

Brickheimer Retirement Planners, spearheaded by Chris Brickheimer, specializes in providing personalized retirement planning services. The firm distinguishes itself through a consultative approach, prioritizing client understanding and tailored solutions. Mr. Brickheimer’s focus centers on developing robust financial strategies designed to meet individual goals and aspirations. He emphasizes a straightforward, transparent, and accessible style of communication, ensuring clients feel comfortable and informed throughout the entire process. This dedication to clarity and openness is frequently cited as a key factor in client satisfaction.

Key Services and Specialties

While the firm operates primarily as a Consultant, their expertise encompasses a wide range of financial planning needs. They assist clients with:

• Retirement Planning: Developing strategies to maximize retirement savings and income streams.
• Investment Management: Constructing diversified investment portfolios aligned with risk tolerance and financial objectives.
• Estate Planning: Collaborating with legal professionals to ensure efficient and tax-optimized estate distribution.
• Financial Education: Providing clients with the knowledge and tools to make informed financial decisions.
• Legacy Planning: Helping clients define and communicate their desired legacy to future generations.

Brickheimer Retirement Planners is committed to building long-term relationships based on trust and mutual respect. Their philosophy centers around acting as a trusted advisor, guiding clients through the complexities of financial planning and helping them achieve their dreams.

Location and Accessibility

The firm’s physical location at 1709 W Thomas St, Wausau, WI 54401 offers a convenient and welcoming environment for clients. Furthermore, the office is designed to be Wheelchair accessible, ensuring inclusivity and ease of access for all visitors. A dedicated Wheelchair accessible parking lot is also available, demonstrating a commitment to accessibility and customer comfort. This attention to detail reflects a broader dedication to providing a positive and accommodating experience for every client.

Client Feedback and Reputation

Independent reviews consistently highlight the exceptional service provided by Brickheimer Retirement Planners. The company maintains 5 reviews on Google My Business, each reflecting overwhelmingly positive feedback. Clients frequently commend Mr. Brickheimer’s knowledge, fairness, and commitment to client understanding. Many describe his approach as remarkably approachable, utilizing visual aids and clear explanations to simplify complex financial concepts. The firm’s dedication to open communication and responsiveness to client concerns appears to be a cornerstone of its success. Clients appreciate the comfortable and humble office space, contributing to a sense of trust and well-being.

Why Choose Brickheimer Retirement Planners

Several factors contribute to Brickheimer Retirement Planners’ strong reputation and positive client feedback. These include:

• Expertise: Chris Brickheimer possesses a deep understanding of financial planning principles and market trends.
• Personalized Service: Each client receives individualized attention and a tailored plan designed to meet their specific needs.
• Transparency: Open communication and a commitment to honesty build trust and foster strong client relationships.
• Accessibility: The firm’s location and accessibility features ensure that clients can easily connect with their advisor.
• Long-Term Focus: Brickheimer Retirement Planners is dedicated to helping clients achieve their financial goals over the long term.

In conclusion, Brickheimer Retirement Planners offers a reliable and trustworthy solution for individuals seeking comprehensive retirement planning guidance. Their commitment to client understanding, coupled with their expertise and accessible approach, positions them as a leading financial advisor in the Wausau area. The firm's dedication to creating a comfortable and welcoming environment further enhances the client experience, solidifying its reputation as a premier retirement planning resource.

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👍 Reviews of Brickheimer Retirement Planners

Kristine F.

5/5

Having been through several financial planners, inheritances, trusts, etc., we highly recommend Chris Brickheimer. Not only is he knowledgeable, he is fair, frank, speaks on our level, will use visuals to aid in our understanding, and is always available to deal with any of our concerns. In addition, his office is a very comfortable and humble space.

Tony U.

5/5

Chris has done a wonderful job of managing my money and retirement planning for over 15 years. I’m blessed to have him looking out for my family financially.

Glen W.

5/5

Good honest people.

Chad E.

5/5

Jenna K.

5/5