MPPL Financial - Wausau, Wisconsin

Address: 2610 Stewart Ave, Wausau, WI 54401, United States.
Phone: 7158483474.
Website: mpplfinancial.com
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 20 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of MPPL Financial

MPPL Financial 2610 Stewart Ave, Wausau, WI 54401, United States

☎️7158483474

⏰ Open Hours of MPPL Financial

Monday: 8:30 am–5 pm
Tuesday: 8:30 am–5 pm
Wednesday: 8:30 am–5 pm
Thursday: 8:30 am–5 pm
Friday: 8:30 am–1 pm
Saturday: Closed
Sunday: Closed

MPPL Financial: A Trusted Financial Planning Service in Wausau, WI

Located at 2610 Stewart Ave, Wausau, WI 54401, United States, MPPL Financial is a renowned financial planning service that has been providing expert advice and personalized solutions to its clients since its establishment. With a phone number of 7158483474 and a website at mpplfinancial.com, the company is easily accessible to those seeking professional guidance in financial planning.

About MPPL Financial

MPPL Financial specializes in financial planning, helping individuals and families achieve their short-term and long-term financial goals. Their team of experienced financial advisors works closely with clients to understand their unique financial situations and develop tailored strategies to meet their needs. The company's specialties include financial planning, investment management, retirement planning, estate planning, and tax planning.

Services Offered

At MPPL Financial, clients can expect a range of services designed to help them achieve financial stability and growth. These services include online appointments and on-site services, ensuring that clients can access the help they need in a convenient and timely manner. The office is also equipped with wheelchair-accessible facilities, including a parking spot, entrance, and toilet, making it accessible to individuals with disabilities.

Testimonials and Reviews

MPPL Financial has garnered a strong reputation in the community, with a majority of clients praising the company's exceptional customer service, expertise, and results-driven approach to financial planning. The company has received an impressive 20 reviews on Google My Business, with an average rating of 5/5 stars. Clients have noted the prompt responses from their financial advisors, fair fees, and the overall value they receive from MPPL Financial's services.

Why Choose MPPL Financial

For those seeking a reliable and experienced financial planning service in Wausau, WI, MPPL Financial is an excellent choice. With a proven track record of success, a dedicated team of professionals, and a commitment to providing personalized solutions, MPPL Financial is well-equipped to help clients navigate the complexities of financial planning and achieve their goals. Whether you are looking to invest for the future, plan for retirement, or simply seeking advice on managing your finances, MPPL Financial has the expertise and resources to assist you.

👍 Reviews of MPPL Financial

norman S.

5/5

My wife and I have been clients of MPPL since 1998. I have been thoroughly impressed with their overall level of customer service and especially with the results of their financial advice and returns made as a result of their investment advice. My Financial Advisor with MPPL always returns my emails promptly.
I can highly recommend MPPL. Their service is exceptional and their fees are fair, and worth the money we pay them in terms of results.
Norm Schroeder

N

5/5

I have been a client of MPPL for several years. This firm was recommended by a friend who had nothing but good to say about MPPL. I am so glad that I took their advice and transferred my funds for them to manage. The advisor I have, Ben Laska, has been great to work with. He is very knowledgeable and has given great advice. As a result of his experience/advice, my portfolio has grown significantly over the time I have been with MPPL. I would definitely recommend MPPL to anyone who is looking for a firm to manage their investments. NLI, Woodruff, WI

Jody A. J. H.

5/5

Ben does a wonderful job for us. He will answer questions any time we ask, and he is very personable. There is an entire group making decisions about our portfolio and that gives great results! We highly recommend MPPL!

Bill M.

5/5

Best decision I made approx 7 years prior to retiring was to have MPPL manage my accounts. They assisted with my 401k fund selections offered by my employer. When retirement time came Ben my MPPL advisor assisted with that process for a seamless transition . Since then we have regular scheduled meetings for updates. Thanks to the team at MPPL I am enjoying my retirement and not worrying about money.

Lani C.

5/5

Our family and extended family have used MPPL for several years and have been so impressed with their services. We began with one financial planning meeting and they now handle all our finances. We were impressed with their ability to utilize their many specialists in every aspect of our future needs whether it be insurance, college planning, budgeting, retirement or investing. We never worry about our finances as we know they could not be in better hands. Their financial planning has helped us set goals and keep them as we fully understand our decisions' long-term benefits. They have helped us understand the markets and the continual changes in the financial world. They also assist us in making any financial decision with the continual changes that life presents. If we have questions, our advisor promptly responds with information and suggestions. We are so thankful for the support, peace of mind, and expertise that we receive from MPPL and their advisors.

Mike B.

5/5

MPPL does an excellent job of collecting information to determine your current financial state, and consulting with you to develop a plan to meet your needs.
They are very responsive to any questions or updates that you have to your plan.
I am confident that we will meet our retirement goals with the assistance of MPPL.

Dana S.

5/5

We first met Pat Wallschlaeger while attending the University of Wisconsin - Stevens Point during our senior year. When it came time to choose a financial planner some 27 years later we knew we wanted MPPL. The information they provided us as young professionals served us well as we discussed plans for retirement.

Dan Evans and his Team guided us through the process seamlessly as we built our forever home and I retired from the paper industry to focus on Airedale Rescue. They navigated various investment plans we acquired throughout our careers to provide peace of mind and set us on a successful path for our later years.

We cannot thank MPPL enough!
Dana Schwartzman

Pete R.

5/5

After trying to manage my own investments for a good portion of my life and realizing I was to spread out and it was a lot of work to stay on top of everything, we asked around for investment firm recommendations and kept hearing about MPPL. We've been with them now for about 10 years and they have outperformed what I was doing on my own as well as several market benchmarks. They truly provide professional and friendly service. My only regret is that I didn't find them 20 years sooner.