Skip to content

Swartz Financial PlanningFinancial advisor in Onalaska, WI

Swartz Financial Planning is a financial advisor at 1131 Main St, Onalaska, WI 54650, ranked #3 of 33 financial advisors in Onalaska and rated 5.0 from 30 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Onalaska, WIUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Swartz Financial Planning
Address1131 Main St, Onalaska, WI 54650Get directions
Phone(608) 534-4444
Websiteswartzfp.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 30 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Onalaska and 2 towns within 25 miles: North La Crosse and La Crosse.

Based in Onalaska, WIView on map

Opening hours

Opening hours for Swartz Financial Planning
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Swartz Financial Planning

How is Swartz Financial Planning ranked in Onalaska?

Swartz Financial Planning is ranked #3 of 33 financial advisors in Onalaska by RFA Score, with 74 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Swartz Financial Planning’s hours?

Swartz Financial Planning is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Swartz Financial Planning serve?

Serves Onalaska and 2 towns within 25 miles: North La Crosse and La Crosse. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Swartz Financial Planning?

Swartz Financial Planning has a rating of 5.0 from 30 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Swartz Financial Planning?

Call Swartz Financial Planning on (608) 534-4444. The business is at 1131 Main St, Onalaska, WI 54650. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Swartz Financial Planning? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Swartz Financial Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Swartz Financial Planning (this business)—745.0 (30)NoNo
Financialoscopy Inc#1785.0 (86)NoNo0.2 mi
La Crosse Financial Planning#2775.0 (55)NoNo0.0 mi
Northwestern Mutual | Wayfinder Wealth Strategies - Jeremy Moritz#4715.0 (14)NoNo1.4 mi

See all 33 ranked financial advisors in Onalaska