Best Financial Advisors in Green Bay

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
100+
Advisors
4.7/5.0
Average Rating

Green Bay Financial Landscape

The economy of Green Bay is diverse, with a focus on manufacturing, healthcare, and retail. It benefits from a strategic location and a growing workforce.

Major industries
Manufacturing, Healthcare, Retail
Population
104.8K (metro: 1.0M)
Median household income
$60,000
Unique needs
Green Bay requires tailored financial advice due to its unique economic landscape and weather-related risks.
Market Insights
Economic Growth
According to BEA (2023), Green Bay's economy has shown steady growth, driven by manufacturing and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Green Bay is approximately $60,000, reflecting a stable middle-class demographic.
Advisor Specializations
Based on BLS (2023), financial advisors in Green Bay are increasingly focusing on retirement planning and risk management strategies.
Local Considerations
Cost of Living
According to BLS (2024), Green Bay's cost of living is lower than the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), the real estate market in Green Bay is competitive, with rising home prices and limited inventory.
Business Environment
According to Fortune (2024), Green Bay's business climate is favorable, with incentives for small businesses and a supportive local government.

Top 5 Financial Advisors in Green Bay

Laura Mossakowski, LLC
★ ★ ★ ★ ★ 5
Holewinski & Associates - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Baird Private Wealth Management
★ ★ ★ ★ ★ 5
RBC Wealth Management Branch - Green Bay
★ ★ ★ ★ ★ 5
Financial Consulting Services Inc
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Green Bay, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Green Bay-Specific Expertise
For Green Bay residents working in Manufacturing, Healthcare, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Green Bay's manufacturing focus poses economic risks; housing market may face bubble concerns. Prepare for winter weather impacts and diversify investments.

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