Hoff Financial Services, LLC

Hoff Financial Services, LLC Striving to meet your financial goals, we offer tax preparation, bookkeeping, payroll, insurance, and Please visit our disclosure page by following this link.

Our Vision
To strive for the success of our clients by meeting their financial needs and to be recognized by our clients, community, and peers for our knowledge, integrity and professionalism. Our Mission
To educate and empower individuals to achieve their life goals through prudent and informed management of their financial resources all while enhancing the lives of those we touch. Hoff Financial

Services, LLC proudly serves clients throughout all of Wisconsin and 20 different states. Starting in 1994, founder Kelly Hoff has grown the business on the foundation of helping others. Hoff Financial Services, LLC has proven when you remain focused on the right things: faith, family and friends the rest will take care of itself. We pride ourselves in treating each client as family and each return prepared as if it were our own. We love what we do and have a real passion in helping those we serve. We thank those who are sharing this journey with us and invite others to join us. In the end, life is about more than just business

~ It’s about the people you love, the time you spend, the things you give and the legacy you leave. https://drive.google.com/file/d/18MfxbFfN-FqbDD8qXC3NjsQCxUioMh3p/view?usp=sharing

Securities offered through Registered Representatives of Cambridge Investment Research, Inc.,
a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment
Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Hoff Financial
Services, LLC are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Grand Prize Spotlight!Golfers, this one is big.At the Hoff Financial Services Golf Outing on Friday, June 19, we will ha...
06/04/2026

Grand Prize Spotlight!
Golfers, this one is big.
At the Hoff Financial Services Golf Outing on Friday, June 19, we will have a limited-chance drawing for an incredible golf package valued at approximately $2,500.
This package includes:
• TaylorMade Qi Max Irons
• Limited-Edition Callaway Quantum Max Driver
• TaylorMade Golf Bag
• Vortex Blade Rangefinder
Limited chances will be available for $100 per chance.
A huge thank-you to Wade Family Eye Care and Rolling Oaks Golf Course for helping make this amazing prize package possible.
The outing will be held at Rolling Oaks Golf Course. Check-in starts at 12:00 p.m., shotgun start is at 1:00 p.m., and lunch/raffles will begin around 4:00 p.m.
You do not have to golf to participate in the raffles. Stop out at noon, support the event, and bring cash. Once these chances are gone, they are gone!

Great day celebrating an AMAZING Team!! Thanks Phill's for delicious lunch and Sioux Creek Golf Course for a fantastic a...
05/15/2026

Great day celebrating an AMAZING Team!! Thanks Phill's for delicious lunch and Sioux Creek Golf Course for a fantastic afternoon!!

Honored to support a great event!
03/22/2026

Honored to support a great event!

We would like to extend a huge thank you to Hoff Financial Services, LLC. Matt dropped off a donation for our Easter egg baskets completely unprompted and we are so grateful! We have had an uptick in requested baskets this year, so this donation will definitely help to brighten some kiddos holiday! As of now we will be putting together between 20-30 baskets. If you or your business is interested in helping with these baskets, reach out to our page or get ahold of me!

01/23/2026
2025 was quite a year for HFS!! Opened new office with full Team under one roof. Created a new logo to represent 4 depts...
01/01/2026

2025 was quite a year for HFS!! Opened new office with full Team under one roof. Created a new logo to represent 4 depts of new HFS. Golf Fundraiser for Scholarships, 2 baby showers for our miracle babies, Team Training from ADRC & True 2 You, large family sponsored for Spirit of Christmas and lots of fellowship around the table!! We are blessed and thankful for our great Team, amazing clients and the ability to be a unique One Stop Shop for Financial Services. Bring on 2026, the BEST is yet to come!!!

12/29/2025

Help others and avoid paying excess tax by donating it your Required Minimum Distribution (RMD) to your favorite organization. Qualified Charitable Distributions (QCDs) can satisfy all or part of your RMD from your Individual Retirement Arrangement (IRA) and you can help a cause you're passionate about.

Learn more: at https://ow.ly/k26I50XKBCY.

12/24/2025

Merry Christmas from our family to yours!!

We will be closed Dec 24-26 to enjoy time with our families.

Send a message to learn more

12/10/2025

EXCITING NEWS for our neighbors at Sensible Solutions Care Clinic!!!!!

The Department of the Treasury and the Internal Revenue Service today issued Notice 2026-05 providing guidance on new tax benefits for Health Savings Account participants under the One, Big, Beautiful Bill. These changes expand HSA eligibility, which allows more people to save and to pay for healthcare costs through tax-free HSAs.

The OBBB expands access to HSAs by making the following changes: Direct Primary Care Service Arrangements: Beginning Jan. 1, 2026, an otherwise eligible individual enrolled in certain direct primary care (DPC) service arrangements may contribute to an HSA. In addition, they may use their HSA funds tax-free to pay periodic DPC fees.

IR-2025-119, Dec. 9, 2025

Send a message to learn more

12/09/2025

Neighbors helping Neighbors!! Contact HFS at 715-455-1968 for all of your health insurance needs.

Address

410 E La Salle Avenue
Barron, WI
54812

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm

Telephone

+17154551968

Alerts

Be the first to know and let us send you an email when Hoff Financial Services, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Hoff Financial Services, LLC:

Share