Partners In Planning LLC
-
2100 Stewart Ave #150
Wausau, WI 54401 - 715-845-3196
Hours
Chamber Rating
-
Matt early ice
I dealt with this company for 4 years. The customer service was sub par and its hard to get ahold of your advisor.
Feb 28th, 2023 -
Natalie Wadinski
I recently met with Val to discuss my husbands 401K, pension plan and overall retirement planning. My husband and I will never be rich people, but I trust Val to help us work toward a planned and comfortable retirement. I found that Val listened very intently to the needs of our family. She understood them and was able and willing to work with what we need and how to help us accomplish it. I know that Val has the knowledge and experience behind her to be able to help anyone I would send her way. She is extremely knowledgeable and able to relate to me at a level that I can comprehend what she is explaining. I appreciate that. We look forward to working on a long range retirement plan with Val
Jul 28th, 2014
Contact Info
- 715-845-3196
Services
- ASSESSMENTS
- LIFE INSURANCE
Specialities
- ESTATE PLANNING
- RETIREMENT PLANNING
- WEB PAGES & WEB SITES
Questions & Answers
Q What is the phone number for Partners In Planning LLC?
A The phone number for Partners In Planning LLC is: 715-845-3196.
Q Where is Partners In Planning LLC located?
A Partners In Planning LLC is located at 2100 Stewart Ave #150, Wausau, WI 54401
Q What is the internet address for Partners In Planning LLC?
A The website (URL) for Partners In Planning LLC is: http://www.partnersinplanning.financial/
Q Is there a key contact at Partners In Planning LLC?
A You can contact Valerie Gast at 715-845-3196.
Q What days are Partners In Planning LLC open?
A Partners In Planning LLC is open:
Thursday: 8:00 AM - 4:30 PM
Friday: 8:00 AM - 1:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:00 AM - 4:30 PM
Tuesday: 8:00 AM - 4:30 PM
Wednesday: 8:00 AM - 4:30 PM
Q How is Partners In Planning LLC rated?
A Partners In Planning LLC has a 3.5 Star Rating from 2 reviewers.
Ratings and Reviews
Partners In Planning LLC
Overall Rating
Overall Rating
( 2 Reviews )Matt early ice on Google
I dealt with this company for 4 years. The customer service was sub par and its hard to get ahold of your advisor.
Natalie Wadinski on Google
I recently met with Val to discuss my husbands 401K, pension plan and overall retirement planning. My husband and I will never be rich people, but I trust Val to help us work toward a planned and comfortable retirement. I found that Val listened very intently to the needs of our family. She understood them and was able and willing to work with what we need and how to help us accomplish it. I know that Val has the knowledge and experience behind her to be able to help anyone I would send her way. She is extremely knowledgeable and able to relate to me at a level that I can comprehend what she is explaining. I appreciate that. We look forward to working on a long range retirement plan with Val
Overall Rating
Overall Rating
( 2 Reviews )Write a Review
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