Financial Services

BMO Harris

ABOUT
BMO Harris provides guidance for a confident financial journey through personal banking, commercial lending, and capital investments.

(715) 262-3241http://www.cprwealthadvisors.com/

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1049 North Campbell Street, Prescott WI 54021

CPR Wealth Advisors

ABOUT
We have been located in the St. Croix Valley since 1989. Since then, our firm has continued to expand and grow. Today, "Your Retirement Team" is comprised of a qualifed and trusted team of Financial Advisors with over 70 years of experience. 

In 2012, we changed our name to CPR Wealth Advisors. Not only does "CPR" conveniently represent the three last names of our firms' partners: James Caspers, Randy Penkwitz and Chris Reisdorf, it also highlights the thing we do best, which is Comprehensive Planning for Retirement. 

The focus of our practice encompasses the areas of retirement and estate planning, investment advice and tax reduction strategies. We serve individuals, trusts, corporations and non-profit institutions throughout the upper Mid-West.

No two clients are alike. That is why we take the time to talk with our clients and listen to their goals, whether they are for retirement, current income or future growth.

We pride ourselves in providing exemplary service to our clients and have established a skilled and thoughtful team of registered professionals to assist you with all of your investment needs. We set ourselves apart from other brokers and financial planners with resources, experience, service, diversification, availability and our ongoing advice.

(715) 426-3193

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900 Crestview Drive, Suite 230, Hudson WI 54021

Edward Jones Investments

ABOUT
We pride ourselves in offering the latest in banking technology that allows you to bank Anytime, Anywhere. First Natioanl Bank provides powerful tools for cash management in personal banking and commercial lending.


(715) 262-0110

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1400 North Acres Road, Suite 55, Prescott WI 54021

First National Bank

ABOUT
We pride ourselves in offering the latest in banking technology that allows you to bank Anytime, Anywhere. First Natioanl Bank provides powerful tools for cash management in personal banking and commercial lending.


(715) 262-5000

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1151 Canton Street, Prescott WI 54021

WESTconsin Credit Union

ABOUT
Founded in 1939, WESTconsin Credit Union is one of the region's strongest financial services provider. Our history takes us back to primarily serving the Menomonie area agricultural community, then operating as Menomonie Farmers Credit Union. We expanded in membership base over the next several years and merged with other small credit unions in the region.

In the summer of 1990, we recognized this growth by changing our name to WESTconsin Credit Union. Today, our field of membership footprint includes twenty-five counties across west central Wisconsin and east central Minnesota with offices in Altoona, Amery, Baldwin, Barron, Chippewa Falls, Eau Claire, Ellsworth, Hudson, Menomonie, New Richmond, Prescott, River Falls and Spring Valley, Wisconsin.

We exist to serve the financial needs of our member-owners (account holders) and our communities. As a not-for-profit financial services organization, we are owned and operated by and for our members. Our members receive dividends back on a daily basis in the form of low-fee products and services. In addition, our not-for-profit status enables us to operate at a lower cost than many for-profit institutions, and helps WESTconsin offer competitive loan and savings rates to our members. We're based right here in your community, owned by community members like you. You get a higher level of personal service, and can build a long-lasting relationship with people who can help you find the best financial solutions to your unique needs.


(715) 262-4600

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1400 North Acres Road, Suite 10, Prescott WI 54021