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Synergy Retirement Planning Strategies

Financial Advisor serving Menomonie, Wisconsin · 1 of 4 financial advisors in the area

📍 393, Red Cedar Street, Menomonie, WI, 54751
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📍 393, Red Cedar Street, Menomonie, WI, 54751

About Synergy Retirement Planning Strategies

Synergy Retirement Planning Strategies is a financial advisor located in Menomonie, Wisconsin. As a local financial advisor, they serve Menomonie and surrounding communities in Wisconsin. Contact them through ProHorizon for a free quote.

Financial professionals in Menomonie should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Wisconsin securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Menomonie

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Menomonie may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Menomonie

✓ Check online reviews and ratings before hiring
✓ Get multiple quotes to compare pricing
✓ Verify licensing and insurance
✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Menomonie?
Financial Advisors in Menomonie typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Menomonie?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 4 financial advisors in Menomonie to choose from.
Does Synergy Retirement Planning Strategies offer free quotes?
Contact Synergy Retirement Planning Strategies directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Menomonie

Edward Jones

503, Broadway Street South, Menomonie, WI, 54751

Ameriprise Financial

700, Wolske Bay Road, Menomonie, WI, 54751

Thrivent

1509, Stout Road, Menomonie, WI, 54751

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