Decades Financial, LLC

Decades Financial, LLC is a Financial Planner in Eau Claire, WI, located at 2523 W Folsom St Suite A1. The firm helps people through each decade of life, addressing the unique opportunities and challenges that arise at every stage. They design customized solutions to meet individual needs, connecting with clients regularly to discover current priorities. Their services include portfolio management, investment management, tax minimization strategies, and income planning for retirement, including Social Security planning. They also assist with estate planning to help clients leave a legacy for those they care about. The firm holds a rating of 5.00 based on customer reviews.

The team includes financial advisors with extensive experience and specific credentials. Angie Baggett, a financial advisor with over 15 years of experience, holds Series 7, Series 66, Series 53, and insurance licenses. She focuses on portfolio management, tax minimization, and income planning, and presents on financial planning to students at UW-Eau Claire. Karlyn Etheridge is a Certified Specialist in Estate Planning and Registered Principal with United Planners. She holds Series 7, Series 66, Series 53, Series 24, and insurance licenses, and is a member of the Wisconsin Institute of CPAs. Her background in accounting and compliance helps align the firm’s operations with regulatory expectations. Michael Brahmer is a CPA and CERTIFIED FINANCIAL PLANNER professional with over 15 years of industry experience. He creates customized financial plans utilizing investment management, tax minimization, and income planning strategies.

The firm emphasizes education and personalized service, helping clients understand the pros and cons of investments and the costs associated with each. They guide clients on when and how to withdraw from various sources of retirement income. The team believes in delivering genuine personalized service and working with clients and their other professional advisors to improve their financial situation. They also provide a weekly newsletter with insights and articles on financial topics.

The business is known for its positive rating from the customers who have reviewed it, reflecting the quality of service provided by its experienced advisors.

Decades Financial, LLC brings its decade-spanning approach to financial planning to Eau Claire, helping locals turn their stories into family legacies.

Decades Financial, LLC sits on W Folsom St in Eau Claire, WI, near North Clairemont Avenue about a tenth of a mile away. The location is also close to Truax Boulevard, roughly three tenths of a mile distant.

BizScoreAI awarded Decades Financial, LLC a Discoverability score of 100 out of 100, which means AI crawlers can find every page of the website so AI assistants can recommend the business. The firm also received a Technical score of 91 out of 100.