Who We Are

We are an independent financial services and insurance firm that focuses on working with you to create a flexible program that meets your needs. In an environment where personalized service and attention to detail have been replaced with faceless automation and preset programs, at Financial Solutions Central Wisconsin our goal is to educate our clients and create a plan or program together.

Servicing Wisconsin Rapids, Marshfield, Stevens Point, Plover, Wausau, Mosinee, Adams, Wautoma, Tomah, and the surrounding communities.

Investments

Our mission is to educate and assist you in choosing the right investments for your needs and goals. We work with individuals and small businesses on their retirement plans or personal financial goals.

How We Help

Life Insurance

Choosing the correct type of life insurance policy for your situation is never easy. As an independent firm we have access to a wide selection of products to help find the right policy for you.

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Health Insurance

Health insurance can be a very complicated and confusing product. Our health insurance specialist will help you pick the company and product that best meets your needs.

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News and Events

Weekly Market Insights 7-22-24

Stocks were under pressure last week as investors appeared to rotate out of mega-cap tech stocks and into areas that may benefit from lower interest rates. The Standard & Poor’s 500 Index fell 1.97 percent, while Nasdaq Composite Index declined 3.65 percent. The...

Weekly Market Insights 7-15-24

Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in. The Standard & Poor’s 500 Index advanced 0.87 percent, while the Dow Jones Industrial Average picked up 1.59 percent. The...

Weekly Market Insights 7-8-24

Stocks steadily advanced over the holiday week thanks to strength in mega-cap tech issues and encouraging jobs data. The Standard & Poor’s 500 Index rose 1.95 percent, while the Nasdaq Composite Index added 3.50 percent. The Dow Jones Industrial Average edged up a...

Weekly Market Insights 6-25-24

Stocks edged higher over the four trading days last week, with the three major averages taking turns leading based on various economic and artificial intelligence (AI) news. The Dow Jones Industrial Average rose 1.45 percent–its best week since May–while the Standard...

Contact Us

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Financial Solutions Central Wisconsin, LLC

4011 8th Street South, Suite 1 | Wisconsin Rapids, Wisconsin 54494
P: 715-712-0530 | F: 715-712-0651 | E: steve@financialsolutionscw.com

CIR Form CRS | CIRA Form CRS

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Financial Solutions Central Wisconsin, LLC and Cambridge are not affiliated. This communication is strictly intended for individuals residing in the states of MN and WI. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Financial Solutions Central Wisconsin makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Cambridge Investment Research, Inc. does not offer tax advice.

Cambridge’s Form CRS (Customer Relationship Summary)

Financial Solutions Central Wisconsin, LLC