Wausau, WI Reviews
Posted on Google
Sue Sturm10 August 2026Trustindex verifies that the original source of the review is Google.
My husband and I highly recommend MPPL Financial Services. For years, we managed our own retirement accounts and thought we were doing well. However, after a friend recommended MPPL, we decided to transition our funds to them. In just eleven months, our portfolio value grew by over 13%—outperforming our self-managed results. We work directly with Dan and Levi, who do a fantastic job keeping us updated and educated on financial strategies. Additionally, the entire team at the Wausau office is incredibly pleasant and welcoming. We are very happy we made the switch to MPPL. Definitely 5 stars!Posted on GoogleD Wasilczuk10 June 2026MPPL has made it possible for my husband and myself to retire early. They provided professional planning services which helped us to determine a path toward a comfortable retirement. I have known individuals who needed help when a spouse died and received help navigating through the process. MPPL manages our investments. Our returns have beaten the market forecasts on the UP side and when the market was down, our investments did considerably better than the markets. We plan to continue using MPPL’s services going forward. We have been clients since 1994. This year was a banner year!Posted on GoogleBill Lonsdorf6 June 2026We have been with MPPL for more than 15 years and are extremely satisfied with their product. Over the last 6 years our yearly returns are averaging 16%. MPPL handles not only our Roth, IRA, and Pension plan, but also our Life ins, LongTerm Care, and other misc accounts, works with our Tax Accountant to insure we are in compliance with RMD laws, and with our LLC to insure we have all of our end of life plans up to date. They understand our likes, dislikes and long term goals. They work with to us to ensure our investment portfolio represents our risk preferences and long term goals. We highly recommend MPPL and encourage anyone looking for a Financial advisor to give them a chance.Posted on Googlesg scaffidi1 June 2026I have been a client of MPPL for 10 years. Not only do the results speak for themselves but, they have always taken as much time as I need to explain things. I feel very comfortable there. I sincerely enjoy the market analysis meetings.Posted on GoogleJack Bliss26 May 2026Dan Evans at MPPL has been my financial advisor for the past ten years. They have managed my portfolio and given me sound advice. If I have a question they respond in a timely fashion. I trust the advice they give.I would encourage everyone to to meet with Dan Evans at MPPL he will manage your funds like they were his own.Posted on GoogleEthan Buchman29 April 2026Everyone at MPPL has been amazing not just towards me, but my family. They are very relatable in every way. They really do care about you and your well being. They always go into depth about your portfolio and explain everything as needed. If you have any questions they always have an answer!Posted on GoogleSandy Schumaker14 April 2026We enjoy our semi-annual meetings with Dan Evans. We are happy with his care of our account and with the investment strategies of his team. Last year we had an 18% increase in our portolio and they are very responsive and easy to work with.Posted on GoogleDale Sturm26 March 2026We have been with MPPL for 8 years now. They have been exactly what my wife and I needed as I went into retirement age. Their advice is always sound, well communicated and we have done very well financially. They know the markets, the seem to anticipate well and the funnel system makes so much sense...so that we're never selling stocks at a loss. Their market updates are timely. I have had family and friends see them as well. I strongly recommend MPPL services.Posted on GoogleLindsay W16 March 2026Ben and his team have been absolutely great to work with! If you need any financial needs, MPPL is the place to go!Posted on GoogleJim Forer15 March 2026With MPPL we are confident that our financial investments are sound. Dan is always willing to discuss new strategies to help us meet our goals to get the most out of our retirement years!Posted on GoogleTonya Baumann16 February 2026Dan has been amazing helping us understand what we need for retirement and getting everything aligned so it will be possible.Posted on GoogleRand Krueger13 February 2026Financial Planning and Money Investment and ManagementPosted on GoogleJim Fons11 February 2026Dan and the rest of the MPPL team have been exactly what we had been searching for years! Our family is very busy with life and work and had historically not paid our finances the attention it deserved. The MPPL team has done a magnificent job of not only managing our investments, which they have done phenomenally well, but also acting with diligence and understanding to make sure we are always informed of any changes that could affect our holdings and admittedly, making sure we are participating in a way that ultimately benefits our family. They are like good friends that work very hard to keep us on the right path. Through market changes to our own life changes, MPPL has always been there!Posted on GoogleChristine Valitchka9 January 2026We have worked with Dan Evans at MPPL for many years. He knows our individual concerns and answers those with understandable explanations. Dan is thorough and takes the time needed so we know where our estate plan is going and what the process is for investing. We highly recommend him.Posted on GoogleFred Frey27 December 2025We appreciate the service we receive from MPPL, especially our advisor, Dan Evans. Dan and his associates are very prompt at replying to requests. Meetings with Dan are well organized. He presents a concise easy to understand overview of our portfolio's performance. On future investment strategies, he presents various options, the pros and cons of each and his recommendation, based on current market conditions and our objectives.Posted on GoogleJulie Cheyka-sawyer19 December 2025I’ve been with MPPL for about 20 years after my husband passed. A friend suggested I use them in planning my financial future. They set me up with an estate lawyer, accountants, and their financial experts. I felt very taken care at a time of loss. Most recently Ben Laska has been my go to guy. He will answer my questions promptly and respectfully. I am now getting an annuity which he helped me set up. Thxs MPPL for the last 20 years.Posted on GoogleBrian Iverson10 December 2025Excellent crew. We have a very complex financial situation and they have a team of people with experience in my unique situation. I am completely impressed with their professionalism and their personal touch. Call them today.Posted on GoogleJohn Waring9 December 2025MPPL has been our trusted adviser for many years, and has kept our financial status in terrific shape even with the volatile swings of our economy. Exactly what you'd want from a financial planner!Posted on GoogleLindsay Wanserski4 December 2025I’ve been working with Dan at MPPL and can’t say enough good things about the experience. He has helped me organize my finances, clarify my goals, and create a thoughtful plan for my future. Dan is proactive, patient, and explains everything in a way that’s easy to understand. Because of his guidance, I feel confident about my financial direction and no longer spend time worrying about what I might be missing. I truly see Dan as a trusted partner in building the financial life I want, and I would highly recommend him and MPPL to anyone looking for a knowledgeable, reliable financial planner.Posted on GoogleJeremy Pralle3 October 2025MPPL has been nothing but outstanding from day one. Ben, Scott and team have been nothing but professional, responsive and thorough in helping us set up our goals for our financial future. Giving them the keys to our financial portfolio was the best financial decision we have ever made. We would highly recommend them to anyone looking for their financial independence.Posted on GoogleStacie Valukas24 September 2025We’ve had an outstanding experience with MPPL financial. From day one their team has been incredibly professional, responsive, and thorough in understanding our financial goals. They’ve not only helped us build a strong, successful portfolio, but also have given us real peace of mind knowing our finances are an expert hands. Everything is handled in a timely manner, and their clear communication makes complex financial matters easy to understand. We highly recommend them to anyone looking for trusted, high-level financial guidance.Posted on Googlenorman schroeder13 February 2025My wife and I have been clients of MPPL since 1998. I have been thoroughly impressed with their overall level of customer service and especially with the results of their financial advice and returns made as a result of their investment advice. My Financial Advisor with MPPL always returns my emails promptly. I can highly recommend MPPL. Their service is exceptional and their fees are fair, and worth the money we pay them in terms of results. Norm SchroederPosted on GoogleJody and Jeff Hettinga26 November 2024Ben does a wonderful job for us. He will answer questions any time we ask, and he is very personable. There is an entire group making decisions about our portfolio and that gives great results! We highly recommend MPPL!Posted on GoogleCheryl Helke28 October 2024Ben Laska at MPPL has been wonderful to work with to improve our financial future!Posted on GoogleN22 October 2024I have been a client of MPPL for several years. This firm was recommended by a friend who had nothing but good to say about MPPL. I am so glad that I took their advice and transferred my funds for them to manage. The advisor I have, Ben Laska, has been great to work with. He is very knowledgeable and has given great advice. As a result of his experience/advice, my portfolio has grown significantly over the time I have been with MPPL. I would definitely recommend MPPL to anyone who is looking for a firm to manage their investments. NLI, Woodruff, WIPosted on GoogleRobin Morris9 October 2024Very welcoming staff and very helpful with our financial plan. Will recommend MPPL Financial to our friends and family!Posted on GoogleLani Clark19 July 2024Our family and extended family have used MPPL for several years and have been so impressed with their services. We began with one financial planning meeting and they now handle all our finances. We were impressed with their ability to utilize their many specialists in every aspect of our future needs whether it be insurance, college planning, budgeting, retirement or investing. We never worry about our finances as we know they could not be in better hands. Their financial planning has helped us set goals and keep them as we fully understand our decisions' long-term benefits. They have helped us understand the markets and the continual changes in the financial world. They also assist us in making any financial decision with the continual changes that life presents. If we have questions, our advisor promptly responds with information and suggestions. We are so thankful for the support, peace of mind, and expertise that we receive from MPPL and their advisors.Posted on GoogleMike Beilke17 July 2024MPPL does an excellent job of collecting information to determine your current financial state, and consulting with you to develop a plan to meet your needs. They are very responsive to any questions or updates that you have to your plan. I am confident that we will meet our retirement goals with the assistance of MPPL.Posted on GoogleDana Schwartzman15 July 2024We first met Pat Wallschlaeger while attending the University of Wisconsin - Stevens Point during our senior year. When it came time to choose a financial planner some 27 years later we knew we wanted MPPL. The information they provided us as young professionals served us well as we discussed plans for retirement. Dan Evans and his Team guided us through the process seamlessly as we built our forever home and I retired from the paper industry to focus on Airedale Rescue. They navigated various investment plans we acquired throughout our careers to provide peace of mind and set us on a successful path for our later years. We cannot thank MPPL enough! Dana SchwartzmanPosted on GoogleTom Bartz15 July 2024Since starting with MPPL, they have done an outstanding job of managing my account. I only can look back and wish that I would have started with them years before that I did. Great company, awesome people.Posted on GoogleMichelle Boernke14 July 2024We are enjoying our retirement early and contribute it to the wonderful planning and forward thinking of MPP. Our team at MPP has been a joy to work with and we trust our future to our team at MPP. We have referred other family member to utilize their services.Posted on GoogleAnnie Gabrielski11 July 2024Posted on GoogleBill Mckeever11 July 2024Best decision I made approx 7 years prior to retiring was to have MPPL manage my accounts. They assisted with my 401k fund selections offered by my employer. When retirement time came Ben my MPPL advisor assisted with that process for a seamless transition . Since then we have regular scheduled meetings for updates. Thanks to the team at MPPL I am enjoying my retirement and not worrying about money.Posted on GoogleKim Swenson11 July 2024Top notch financial planners, honest, personable, responsive and on top of market trends. We would recommend to anyone looking to sleep well knowing your investments are in good hands.Posted on GooglePete Roth17 March 2024After trying to manage my own investments for a good portion of my life and realizing I was to spread out and it was a lot of work to stay on top of everything, we asked around for investment firm recommendations and kept hearing about MPPL. We've been with them now for about 10 years and they have outperformed what I was doing on my own as well as several market benchmarks. They truly provide professional and friendly service. My only regret is that I didn't find them 20 years sooner.Posted on GooglePeter Heinz8 November 2023MPPL has been our financial advisor for most of our careers. In the early days it was a big decision deciding to invest in planning services, but it turned out to be one of our best lifetime decisions. Anyone can put money away for retirement, but it is so much more than that. They listen and learn about you, your lifestyle and your goals, both short and long-term. Before you know, it’s time to retire and they’re guiding you through tax planning, pension withdrawals, social security and more. I’m not a finance guy and I don’t know what I would have done without them.Posted on GoogleJ W2 November 2023Posted on Googlewd9igy6 April 2023In todays fast paced world of finance some sort of retirement or financial planning is essential. MPPL Financial has done a fantastic job of making retirement stress free from financial worries. Their staff is always available to answer any questions you may have in a timely manor. I recommend them highly and have done so to many of my friends.Posted on GoogleMartha Merrill5 April 2023I strongly recommend the MPPL team. My husband and I have worked with them for over fifteen years. The team there is ready to answer questions and concerns quickly. Our investment portfolio has grown remarkably well over time. The customer always comes first at MPPL.Posted on GoogleAnn Szews12 January 2023MPPL has so much more to offer than retirement services! Money investments are not my strongpoint so I was looking for help with things like planning for my children's education, 401K/IRA investing, and eventually retirement. I was thinking about starting an education account for years and didn't know where to start - MPPL had one set up for us that we began funding in a matter of days. I wasn't looking for a budget to follow, and that is not required. The people that we have worked with are extremely personable, yet professional. By understanding our personalities and risk level we feel confident that they are looking out for our best interest, and have seen positive results. Our bi-annual (virtual or in-person) meetings prove that they the experts! They go through market history along with personal results. When finished they also provide recommendations to accounts without any pressure. It is one less (yet big!) thing to worry about!Posted on GoogleJT Tango10 January 2023MPPL truly cares about you like a family member. The staff is very knowledgeable and approachable. I appreciate the long term relationship with them.
Clients were not compensated for providing their review. The opinions expressed by clients are not endorsed by MPPL Financial and may not reflect the views expressed by other clients. Depending on the facts and circumstances, public commentary made directly by a client about their own experience with, or endorsement of, an investment adviser, their personal investments, or their approval of Midwest Professional Planners is considered a testimonial. Testimonials are based on unique experiences from current clients and are not representative of all client experiences nor is it indicative of future performance or success.