GILFI, LLC
Eau Claire, Wisconsin
GILFI, LLC is an investment advisor based in Eau Claire, Wisconsin. The firm provides advisory services to clients and operates primarily in English
View details2 advisors with offices in Eau Claire. Credentials, fee structures, and minimums are disclosed on each listing.
Eau Claire, Wisconsin
GILFI, LLC is an investment advisor based in Eau Claire, Wisconsin. The firm provides advisory services to clients and operates primarily in English
View detailsEau Claire, Wisconsin
Integrated Wealth Partners, based in Eau Claire, Wisconsin, specializes in financial planning and investment management for small business owners. The firm provides services in English and focuses on the financial and investment needs of small-business clients.
View detailsAdvisors serving Eau Claire 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.