Steve M Bandy
Steve M Bandy
Financial Advisor
(715) 627-4336 Ext. 4720

151220 Baltimore Lane
Wausau, WI 54401
Tuesdays and Thursdays 8:30-5:00 or by appointment
Get Directions
1585 County Road XX
Rothschild, WI 54474
Tuesdays and Thursdays by appointment
Get Directions
303 South First Avenue
Wausau, WI 54401
Tuesdays and Thursdays by appointment
Get Directions
4903 Schofield Avenue
Weston, WI 54476
Tuesdays and Thursdays by appointment
Get Directions
1200 Badger Avenue
Stevens Point, WI 54482
Mondays, Wednesdays, and Fridays by appointment
Get Directions

My Background

Helping you work toward your financial goals, by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan focused on your key financial goals. These goals often include:

  1. Wealth accumulation during your working years
  2. Security and independence in your retirement
  3. The transfer of assets in the most advantageous manner
Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It's easy to get started. Please contact me for a no-cost, no-obligation initial consultation.

Professional Services
  • Financial Planning
  • Wealth Preservation
  • Retirement Planning
  • Life Insurance Planning
  • Portfolio Management
  • Wealth Management
  • Education Funding
  • Retirement Income Planning
  • 401(k) Planning
  • Comprehensive Financial Guidance