Edward Jones

Northwestern Mutual offers financial planning for your business and family. Your path to financial security starts with a comprehensive plan that outlines a clear path to achieving success.

Mercer Advisors La Crosse team, serving the Coulee Region since 1984, specializes in financial services for business owners, healthcare professionals, and farmers. With deep expertise in tax planning, business strategies, and wealth transfer, we offer tailored solutions and trusted advisory services to help meet clients’ unique needs. Deep experience working with: Families, business owners, executives, farmers, and those in the healthcare sector. Specialized solutions for: Tax planning, business ownership strategies, managing concentrated positions, and wealth transfer planning. Local expertise: Our team features three CFP® professionals, three members with master’s degrees, a Certified Trust and Fiduciary Advisor designee, and over 80 years of combined experience.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy