WI · Crivitz

Fiduciary advisors in Crivitz, WI

1 advisor with offices in Crivitz. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Crivitz

Legacy Financial Solutions

Crivitz, Wisconsin

Legacy Financial Solutions is a financial advisory firm in Crivitz, Wisconsin, founded in 2018 by Tim and Sandi Banaszak. The firm provides financial planning, retirement planning, investment management, tax planning, and estate planning services, with Sandi holding the credential of Certified Retirement Planning Counselor and an MBA. Their stated approach centers on personalized planning tailored to individual circumstances, holistic wealth management across multiple areas, ongoing monitoring and adjustments, and relationship-based advisory work that includes financial education and legacy planning strategies.

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Financial advisors in Crivitz, Wisconsin

Advisors serving Crivitz specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Wisconsin's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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