La Crosse Financial Planning - Onalaska, Wisconsin
Address: 1131 Main St, Onalaska, WI 54650, United States.
Phone: 6085344444.
Website: lacrossefinancialplanning.com
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 28 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of La Crosse Financial Planning
⏰ Open Hours of La Crosse Financial Planning
- Monday: 8 am–4 pm
- Tuesday: 8 am–4 pm
- Wednesday: 8 am–4 pm
- Thursday: 8 am–4 pm
- Friday: 9 am–3 pm
- Saturday: Closed
- Sunday: Closed
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Introduction to La Crosse Financial Planning
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La Crosse Financial Planning stands as a dedicated financial advisory firm based in the heart of Onalaska, Wisconsin. For individuals and families seeking professional guidance to secure their financial future, this establishment offers specialized services designed to meet diverse financial needs. Located at 1131 Main St, Onalaska, WI 54650, the firm provides accessibility both physically and virtually, catering to a broad clientele.
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Core Services and Expertise
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Financial Planning as a Speciality
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The primary focus of La Crosse Financial Planning is comprehensive financial planning. This involves creating personalized strategies that address an individual's unique circumstances, goals, and risk tolerance. The firm's expertise lies in developing holistic financial plans that integrate various aspects such as retirement planning, investment management, tax optimization, and estate planning. Freeman Linde, a key professional associated with the firm, is noted for his professionalism and ability to consolidate multiple financial services under one roof, which is particularly beneficial for clients like Howard L Horman Jr., a retired UPS driver who appreciates having all his financial needs managed efficiently.
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Accessibility and Convenience
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Recognizing the importance of accessibility in financial services, La Crosse Financial Planning offers both online appointment scheduling and traditional in-person consultations. This dual approach ensures that clients can engage with the firm in the manner that best suits their preferences and schedules. Furthermore, the firm has implemented features to ensure physical accessibility, including a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet facilities, demonstrating a commitment to serving clients with diverse mobility needs.
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Clientele and Approach
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The firm serves a wide range of clients, from individuals navigating retirement planning to families seeking long-term financial security. Howard L Horman Jr.'s review highlights the firm's ability to handle complex financial situations effectively, reinforcing their reputation for professionalism and comprehensive service. Whether a client is managing a complex portfolio or seeking guidance on basic financial literacy, the team at La Crosse Financial Planning aims to provide tailored advice that empowers clients to make informed decisions.
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Location and Physical Presence
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Nestled at 1131 Main St, Onalaska, WI 54650, La Crosse Financial Planning benefits from its location in a community that values professional services. The physical office provides a space for clients who prefer face-to-face interactions, fostering a personal connection between the advisors and their clients. The facility is designed with client comfort and accessibility in mind, featuring a welcoming entrance and necessary amenities like restrooms. This physical presence complements their online services, offering flexibility for clients who wish to visit the office for consultations or meetings.
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Contact and Engagement
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Reaching out to La Crosse Financial Planning is straightforward through multiple channels. Interested individuals can contact the firm directly using the provided telephone number, 608-534-4444. Alternatively, they can explore their services further and schedule appointments online via their official website, lacrossefinancialplanning.com. It is recommended to book appointments in advance to ensure dedicated time with the advisors, optimizing the consultation experience and allowing for a thorough discussion of financial objectives.
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Reputation and Client Feedback
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La Crosse Financial Planning has garnered a strong reputation within the community, evidenced by its 28 reviews on Google My Business, averaging a perfect 5 out of 5 stars. Client testimonials, such as Howard L Horman Jr.'s positive experience, underscore the firm's commitment to professionalism, personalized service, and effective financial solutions. This high level of client satisfaction suggests that the firm consistently delivers on its promises, providing not just financial advice, but holistic guidance tailored to individual needs.
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Why Choose La Crosse Financial Planning
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- Comprehensive Financial Planning: Benefit from a one-stop solution for all financial needs, including retirement planning, investments, and estate strategies.
- Professional Expertise: Experience the professionalism highlighted by clients, ensuring that your financial concerns are handled with care and competence.
- Accessibility Options: Choose between online appointments for convenience or in-person consultations for a personal touch, all within an accessible facility.
- Proven Track Record: Backed by numerous positive reviews and a high average rating, the firm demonstrates a consistent commitment to client satisfaction.
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For anyone seeking reliable, personalized financial guidance, La Crosse Financial Planning presents a compelling option. Their dedication to accessibility, professionalism, and comprehensive service makes them a valuable resource for achieving long-term financial health.
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Conclusion
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In summary, La Crosse Financial Planning offers a blend of professional expertise, accessibility, and client-centric approaches. Their focus on providing holistic financial planning services, coupled with convenient booking options and a welcoming physical space, positions them well to serve the financial needs of the Onalaska community and surrounding areas. With a strong reputation built on client feedback and a commitment to excellence, they represent a trustworthy partner in navigating the complexities of personal finance.
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"summary": "La Crosse Financial Planning provides professional financial planning services with a focus on accessibility and client satisfaction in Onalaska, WI.",
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👍 Reviews of La Crosse Financial Planning
