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Partners In Planning LLCFinancial advisor in Wausau, WI

Partners In Planning LLC is a financial advisor at 2100 Stewart Ave #150, Wausau, WI 54401, ranked #16 of 20 financial advisors in Wausau and rated 4.0 from 3 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.

Wausau, WIUpdated 0 paid placements in any rankingHow we rank

Call (715) 845-3196Website ↗

Key facts

Key facts about Partners In Planning LLC
Address2100 Stewart Ave #150, Wausau, WI 54401Get directions
Phone(715) 845-3196
Websitepartnersinplanning.financial
HoursMonday to Thursday: 8 AM – 4:30 PM; Friday: 8 AM – 1 PM
Google rating4.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Wausau and 1 town within 25 miles: Weston.

Based in Wausau, WIView on map

Opening hours

Opening hours for Partners In Planning LLC
DayHours
Monday8 AM – 4:30 PM
Tuesday8 AM – 4:30 PM
Wednesday8 AM – 4:30 PM
Thursday8 AM – 4:30 PM
Friday8 AM – 1 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Partners In Planning LLC

How is Partners In Planning LLC ranked in Wausau?

Partners In Planning LLC is ranked #16 of 20 financial advisors in Wausau by RFA Score, with 68 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 Partners In Planning LLC’s hours?

Partners In Planning LLC is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 4:30 PM; Friday, 8 AM – 1 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Partners In Planning LLC serve?

Serves Wausau and 1 town within 25 miles: Weston. 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 Partners In Planning LLC?

Partners In Planning LLC has a rating of 4.0 from 3 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 Partners In Planning LLC?

Call Partners In Planning LLC on (715) 845-3196. The business is at 2100 Stewart Ave #150, Wausau, WI 54401. 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.

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Compare nearby financial advisors

Partners In Planning LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Partners In Planning LLC (this business)—684.0 (3)NoNo
Financial Design Group Inc#14695.0 (4)NoNo0.3 mi
Eminence Gray Wealth & Wellness#15695.0 (6)YesNo6.1 mi
Wipfli#17683.7 (3)NoNo1.6 mi

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