Waelchli Financial Services, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We provide personal service, and have earned a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to help provide financial independence.

With 2 locations; one in Green Bay, WI and one in Peshtigo, WI we are able to serve northeast Wisconsin and the upper peninsula of Michigan.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principals

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (715) 582-3185.