Best Financial Advisors in La Crosse

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
60+
Advisors
4.9/5.0
Average Rating

La Crosse Financial Landscape

The economy of La Crosse is diverse, with strong healthcare, education, and manufacturing sectors. The city benefits from its strategic location along the Mississippi River.

Major industries
Healthcare, Education, Manufacturing
Population
51.5K (metro: 515.2K)
Median household income
$55,000
Unique needs
La Crosse requires tailored financial strategies to address its unique economic landscape and demographic trends.
Market Insights
Economic Growth
According to BEA (2023), La Crosse's economy grew by 3.2% last year, driven by healthcare and education sectors.
Wealth Demographics
According to Census (2023), the median income in La Crosse is $55,000, reflecting a stable economic environment.
Advisor Specializations
Based on BLS (2023), financial advisors in La Crosse are increasingly focusing on retirement planning and healthcare investments.
Local Considerations
Cost of Living
According to BLS (2024), La Crosse's cost of living is 10% lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), home prices in La Crosse have increased by 5% over the past year, indicating a competitive market.
Business Environment
According to Fortune (2024), La Crosse is recognized for its supportive business climate, particularly for startups in healthcare.

Top 5 Financial Advisors in La Crosse

La Crosse Financial Planning
★ ★ ★ ★ ★ 5
Swartz Financial Planning
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Sheri K Plantz, CRPC™
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Curtis J Bisek
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Amy J Stodola, AAMS®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in La Crosse, 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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La Crosse-Specific Expertise
For La Crosse residents working in Healthcare, Education, Manufacturing, 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
La Crosse's healthcare focus poses risks if not diversified; real estate may face volatility. Flooding is a concern; diversify investments to mitigate economic downturns.

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