Who We Work With at Waznik Heike Group

At Waznik Heike Group, LLC, we specialize in financial planning for clients across Western and Northern Wisconsin. Our team of independent financial advisors is dedicated to finding the best products tailored to your unique needs. Whether you're an individual, a family, or a business, we have the expertise to guide you toward financial success. With over 100 years of combined experience, our locally owned firm offers flexible consultations that fit your schedule. Reach out to us today to learn more about how we can assist you.

Our Ideal Client

We love what we do and the value that we can provide to our clients. While we will never turn anyone away, there are certain qualities and characteristics that we prefer.

Trusting

We want to work with people who are looking for a financial advisor who they can truly trust and get to know. Our goal is to get to know you and your family to help us fully understand your objectives and make sure we are on the same page.

Respectful

We want to work with clients who respect those around them and treat them graciously. "You can tell a lot about a person by how they treat the help," and we want to work with people who appreciate us. 

Seeking Value

We want clients who value our opinion and consult with us before any major financial transaction. Waznik Heike Group wants to be involved in helping you make important financial decisions and act as your financial coach.

Practical

We want to work with clients who are realistic about the stock market and investment outcomes. Our team wants you to understand that we've planned for the long term and are invested in line with your risk tolerance and investment objectives.

Call us today at (715) 231-8800 for more information.