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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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?

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Retirement is in sight!

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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

Emerj360 Learning Lab

Visit our resource library for tools to help you make informed financial decisions.

What are you waiting for?

We'll help you build financial security and a plan for retirement so you can enjoy life!
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