Insuring the present-day, while planning for a future day.

General Info

Woita & Associates is a financial services practice specializing in business and retirement planning. We work with clients who share values similar to ours of character and integrity, and who are willing to make a commitment to planning for their financial future. Our goal for each client is to guide you through your business or retirement planning and establish a long-term relationship that can provide you value for years to come.

HoursCLOSED NOW

Regular Hours:

Mon - Fri	8:00 am - 5:00 pm

Contact Info

Phone:

Main - 715-834-7240

Extra - 715-835-5113

Address:

4410 Golf Ter Ste 201 Eau Claire, WI 54701

Link:

http://www.woitaplanning.com

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Categories

Business & Commercial Insurance, Health Insurance, Insurance, Life Insurance, Retirement Planning Services

Amenities

Retirement Planning, Investment Planning, Business Planning, Business Insurance, Group Insurance, Succession Planning, Estate and Wealth Management Strategies, Annuities, College Planning Vehicles, Medical Insurance, Business Buyout Strategies, Employer/Employee Benefits, Group Life Insurance, Group Disability Insurance, Buy/Sell Agreements, Investments/IRAs/Roth IRAs, Life Insurance, Health Insurance, and Disability Insurance.

AKA

W&A Life and Health Insurance

W&A Retirement Planning

W&A Disability Insurance

Investment/Financial Planning

Business Financial Planning