OneWisconsin FInancial Group

Key Information

• Services: Financial planning, investment advice, retirement planning
• Business Hours: Monday–Thursday: 9 AM–5 PM, Friday: 9 AM–3 PM
• Client Satisfaction: Excellent 5-star average rating
• Accessibility: Easily accessible location on Broadway St.

Local Tips

• Schedule an appointment in advance for personalized attention.
• Morning hours tend to be less busy, offering quicker service.
• Bring relevant financial documents for a more productive consultation.

Parking Advice

Street parking is available near the office on Broadway St., and additional public parking options are nearby, making visits convenient for clients.

Frequently Asked Questions

• What services does OneWisconsin Financial Group offer? They provide financial planning, investment guidance, and retirement planning services tailored to individual needs.
• Do I need to make an appointment? While walk-ins may be accommodated, scheduling an appointment is recommended for dedicated service.
• Is there a consultation fee? Contact the office directly to inquire about consultation fees and service pricing.
• What should I bring to my first meeting? Bring financial documents such as income statements, investment information, and any questions you may have.
• Are virtual appointments available? Ask about remote or virtual meeting options when you schedule your appointment.
• What are the office hours? The office is open Monday to Thursday from 9 AM to 5 PM, and Friday from 9 AM to 3 PM. Closed on weekends.
• Is parking available nearby? Yes, street and public parking options are available near the office.
• How experienced are the financial planners? OneWisconsin Financial Group is highly rated for their knowledgeable and experienced advisors.
• Can they help with retirement planning? Yes, retirement planning is one of their core services.
• How do I get in touch with the team? You can reach out via phone, email, or their social media channels for more information or to book an appointment.