Financial Planning Service

Financial Planning Services of La Crosse is a professional firm based in Onalaska, WI, specializing in providing comprehensive financial planning solutions to individuals and families. With a focus on long-term financial security, the firm offers services such as retirement planning, investment management, and estate planning. Driven by a commitment to client success, Financial Planning Services of La Crosse works closely with each client to understand their unique financial goals and develop personalized strategies to help them achieve financial independence. With a team of experienced financial advisors, the firm aims to empower clients to make informed decisions and secure their financial future. Generated from their business information

We are a third-generation, family-owned business serving the needs of more than 40,000 business and personal insurance clients.

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.