2 advisors with offices in De Pere. Credentials, fee structures, and minimums are disclosed on each listing.
De Pere, Wisconsin
Financial Freedom Cares is a financial planning firm based in De Pere, Wisconsin, specializing in retirement planning. The firm provides financial planning and retirement planning services to clients. Language services available in English.
View detailsDe Pere, Wisconsin
Merit Financial Advisors is located in De Pere, Wisconsin and provides financial planning and investment management services. The firm specializes in retirement planning and investment management for its clients.
View detailsAdvisors serving De Pere 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.