Valley Benefits LLC

Jones Financial Consulting, LLC is an independent advisory firm based in Eau Claire, WI, specializing in comprehensive financial planning and investment guidance for pre-retirees, retirees, and individuals facing significant financial decisions. As a fiduciary, they always prioritize their clients' best interests and offer fee-only advice, ensuring transparency and integrity in their services. With a commitment to providing close personal attention, Jones Financial Consulting promises to be a trusted partner, helping clients achieve their financial goals, make informed decisions, and gain peace of mind regarding their finances. Their expertise extends to various life events, including business sales, inheritances, divorces, and the aftermath of a spouse's death.Generated from the website

Trust Point in Eau Claire, WI is a well-established wealth management provider with over a century of experience, offering a range of financial services tailored to meet the unique needs of individuals, families, businesses, and non-profit organizations. Their team of experienced professionals focuses on understanding clients' goals and values to create personalized plans for financial success, emphasizing open communication, trust, and accountability. With a commitment to preserving and growing clients' wealth, Trust Point specializes in investment management, retirement planning, trust estate administration, tax strategies, and charitable giving. As a fiduciary, they work in the best interest of their clients, building lasting relationships and striving for mutual success in securing a prosperous financial future.Generated from the website