2 advisors with offices in Stevens Point. Credentials, fee structures, and minimums are disclosed on each listing.
Stevens Point, Wisconsin
Terry Schott - Thrivent is an investment advisory firm in Stevens Point, Wisconsin. Services include Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsStevens Point, Wisconsin
Voyage Financial Advisors is an investment advisory firm in Stevens Point, Wisconsin. Services include Estate Planning and Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.
View detailsAdvisors serving Stevens Point 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.