Connect with Top-Rated Financial Planners in Wausau!

Central Financial Services is a comprehensive wealth management firm that provides personalized financial planning, investment strategies, retirement, insurance, and estate plans to help individuals and businesses achieve their financial goals. With a history dating back to 1937, the company has significant experience in developing customized financial plans and programs to protect and benefit clients. From analyzing current financial positions to identifying roadblocks and exploring strategies for financial success, Central Financial Services works closely with clients to provide professional and personalized service.

Point Wealth, LLC is a financial planning and investment advisory firm dedicated to helping individuals and families achieve their retirement goals through unbiased guidance and customized plans. Our team, led by Jeremy Reif, CRPS, uses a fee-based and transparent approach to provide portfolio management, IRA/401(K) rollover, social security maximization, and retirement consulting services. We strive to maintain the highest standards of integrity and professionalism in our relationships, and believe that honesty is the key to success. With a focus on minimizing risk and maximizing returns, we help our clients navigate the complexities of investment and retirement planning to achieve financial independence.