Best Financial Advisors in Appleton, WI

“Just like our relationships between friends and family members, the qualities that matter most to us are trust, respect, understanding, appreciation, open and honest communication and finally kindness.”

“He has helped me plan financially as I went through major life changes including college graduation with student loans, marriage, and starting a career.”

“She practices long term buy and hold investing by creating a diversified portfolio with high quality investments.”

“Donna was GREAT helping me out!”

“Most appreciate the 1) quick turnaround time; 2) personal dedication received from Brian with several rounds of in-depth phone discussions on our case; and 3) reasonable pricing for the services rendered.”

“My wife and I had a very pleasant and professional meeting with Sam Winch.”

“I have been with Schleicher Financial since retiring from the Air Force - going on 20 years.”

“He always takes care of us and even comes to our house for appointments!”

“Always a person to talk with when you have a question and always able to help at that time or they get back in a prompt and timely manner.”

“Caring, smart people who treat clients as family!”

“Kevin is very easy to talk to , he explains things so you can understand them , he listens to your specific concerns and plans .”

“With something as personal as your finances, it's important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjus...”

“Advisory Services offered through , an SEC Registered Investment Advisor. Chad Nehring is also a Registered Representative of and offers securities through Fortune Financial Services, Inc. Member”

“We understand every person, every situation, and every goal is unique. That is why we help our clients not only through thoughtful financial planning but with collaboration utilizing our team and outside professionals to help you pursue both short-te...”

“Dreyer Wealth Management is an independent wealth management firm dedicated to providing personalized wealth management, financial planning, and investment management services to individuals, families, businesses, non-profits, foundations, and endowm...”

“Small business owners not only have to plan for their own retirement but also have to have the tools in place for their employees. Whether it is a 401k, Simple IRA or SEP. Let us focus on making the process easier for you and your employees. We offer...”

“Guidance regarding spending decisions, debt management, and cash management.”

“Personal service will define all aspects of your relationship with Sumnicht & Associates, LLC. By listening before acting, we provide advice that anticipates and responds to your unique requirements.Our services, while diverse, are driven by a single...”