Financial Planning You Trust

New Richmond, WI

Since 1998, St Croix Financial has been a reliable partner in financial planning for the St. Croix River Valley area. As an independent, client-focused firm, we put your unique financial goals first. Our team brings over 20 years of industry experience to create personalized advice that fits your specific needs. Our licenses and insurance give you confidence as you plan your financial future.

At St Croix Financial, we know that each person's financial journey is different. We carefully listen to your concerns, review your current finances, and create plans that match your long-term goals. As a local, family-owned business, we're proud of our community ties and quick service. Many insurance quotes are ready within 24 hours, and some services can be completed in a day. Start your path to financial stability by contacting us today.

Our financial planning services cover all parts of your financial life. We offer custom strategies for retirement, investments, taxes, and estate planning. Our team builds a plan that fits your goals and comfort with risk, helping you achieve your financial dreams.

Protecting your family and your legacy is crucial. We offer life insurance solutions that provide the right coverage at fair prices. We study your situation to suggest the best policies, such as term, whole, or universal life insurance. Our quick process often gives you quotes within 24 hours.