Osseo WI's Trusted & Approved Financial Planning Company

At Emerj360, we are committed to helping our clients make sound financial decisions for the future. Located near Osseo, WI, and led by certified financial professionals, we strive to build trust with our clients by providing unbiased advice and creating custom-tailored plans that help them meet their goals. We offer a wide range of services, including investment management, retirement planning, estate planning, and more. Whether you’re just starting out or nearing the end of your journey, we can help make sure you have a secure financial future.

Custom financial planning

Certified financial planners

Educational resources and materials

Knowledge Is Power

Looking to plan and invest for your future? We’re glad you found us – that’s exactly what we do!

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Be Prepared Financially for Every Possible Outcome

At Emerj360 we are dedicated to helping our clients prepare for any outcome. We provide a tailored approach based on each individual’s needs, so that no matter what life throws your way, you can be prepared. Our plans take into consideration events such as job loss, illness or death of a spouse, divorce, and more. With Emerj360, you can be assured that your financial future is secure.
Our Services Include:

Retirement planning
Estate planning
Insurance planning

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Plan Right

Tax planning
Investment planning
Beneficiary designation

Guaranteeing an enjoyable retirement requires planning and thought, and certain financial factors must be taken into consideration to meet your one-of-a-kind needs. Emerj 360’s certified financial planners will thoroughly explore all of these details with you, so we can create a customized plan for your future.

chippewa falls financial planner assessing right plans

Who We Help

Emerj360 helps investors who have greater than $50,000 in investable assets in a wide range of scenarios, from retirees with questions about making their money last to people nearing retirement or those who need help setting the course for retirement saving. Emerj360 can also help you manage rollover options, save for something special, or just help prepare for the unexpected.

Retired -
now what?

Retirement is in sight!

Still
Dreaming

How We Help

Our goal is not just to get you to retirement, but to get you through retirement comfortably and enjoyably!

Digital Investing

Modern online portal with easy access to your investments

Financial Planning

Empowering you to create, plan and achieve your goals

Real People

Access to a team of professionals with financial know-how

The Right Choice for Professional
Financial Planners

Emerj360 is home to some of the most knowledgeable and experienced financial planners in Wisconsin. Our professionals are ready to work with you, determine your needs and goals, then create a personalized plan that helps ensure success! Don’t put it off until tomorrow; take action today and see how Emerj360 can help lead you down the secure path of investing wisely for your future. Reach out now—let us show you what we have to offer!