Connect with Top-Rated Financial Planners in Baldwin!

Shafer Financial Services is a family-owned and operated business that specializes in tax-wise financial and retirement strategies for all generations. They offer a range of services including retirement planning, education planning, investment management, family risk management, business planning, and income tax planning and preparation. Their team, led by Marsha Shafer and her son Chad, has been serving the Baldwin community since 1992. They provide personalized financial guidance to help individuals achieve their retirement goals.

Emerald Collar Advisors is a leading financial planning service based in Baldwin, Wisconsin, offering comprehensive tax preparation solutions. Our team of experienced professionals, including Chris Wicker and Alea Berube, provide personalized and affordable services to individuals and families. We specialize in in-person tax preparation, online tax prep, and all state and federal filings. Our goal is to simplify taxes for our clients and ensure they receive the maximum refund.