Best Financial Advisors in Appleton, WI

The highest-rated Financial Planning & Wealth Management companies out of 105 vetted & reviewed in the Appleton area.

Endowment Wealth Management

Endowment Wealth Management

(3)
Tax Planning, This Includes Financial Planning, Com to Learn More
“They wisely advise us with legacy planning, personal and private equity investments and efficiently organize our myriad of personal information through their wealth portal.”
In Business Since 1999
Licensed, BBB Rating: A+
Accepts Check
Coupons & Offers
W6272 Communication Ct, Appleton, WI
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Watertax

Watertax

(3)
Tax Services, Services For Individuals, Business Services
“Craig has always been accessible and helps provide ideas to help us year over year.”
Locally Owned & Operated
In Business Since 2009
Licensed, BBB Rating: A+
Transparent Fees & Pricing
2559 E Calumet St, Appleton, WI
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Donze CPA

Donze CPA

(19)
  • Work
  • Knowledge
  • Accounting
“He has helped me plan financially as I went through major life changes including college graduation with student loans, marriage, and starting a career.”
In Business Since 2015
Transparent Fees & Pricing
2935 N Ballard Rd #2, Appleton, WI
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Planning Concepts

Planning Concepts

(2)
“She practices long term buy and hold investing by creating a diversified portfolio with high quality investments.”
In Business Since 1993
Licensed, BBB Rating: A+
1920 E Northland Ave, Appleton, WI
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Mycompanyvalue.com

Mycompanyvalue.com

(11)
  • Valuation
  • Price
  • Business
“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.”
In Business Since 2012
Transparent Fees & Pricing
W6110 Aerotech Dr e, Appleton, WI
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Mendyke, CPA

Mendyke, CPA

(2)
Services For Quickbooks, Business Services, Tax Services
“Fantastic person and fantastic accountant.”
In Business Since 2020
Transparent Fees & Pricing
Offers Financing Options
4707 Buttercup Ct, Appleton, WI
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McGlone Suttner Wealth Management

McGlone Suttner Wealth Management

(2)
Family Wealth Planning, Overview, Investment Services
“We have been so pleased that we chose Verus several years ago to help us with our financial future.”
In Business Since 2007
5765 W Grande Market Dr, Appleton, WI
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Schleicher/Witz Financial

Schleicher/Witz Financial

(1)
Investment, Account Access, Lifestyle
“I have been with Schleicher Financial since retiring from the Air Force - going on 20 years.”
In Business Since 2013
210 S Bluemound Dr, Appleton, WI
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Wilson Financial CPA

Wilson Financial CPA

(5)
“My wife and I got married this past year, so having to figure out how to do our filings jointly would have taken me a lot of time, reading and paperwork.”
In Business Since 2013
103 W College Ave UNIT 305, Appleton, WI
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Cornerstone Financial Group

Cornerstone Financial Group

(4)
“From the moment I walked in I was greeted, offered a drink, and they even had a few toys for my little guy while we waited (we were early).”
In Business Since 2008
158 E Northland Ave, Appleton, WI
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Weier Wealth Management

Weier Wealth Management

(2)
“He always takes care of us and even comes to our house for appointments!”
In Business Since 2017
2835 W College Ave, Appleton, WI
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Knuth Financial Life Planning

Knuth Financial Life Planning

(1)
“Caring, smart people who treat clients as family!”
In Business Since 2009
901 S Lawe St, Appleton, WI
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Kevin E. Rust, Evolution Wealth Management

Kevin E. Rust, Evolution Wealth Management

(1)
“Kevin is very easy to talk to , he explains things so you can understand them , he listens to your specific concerns and plans .”
In Business Since 2019
Accepts All Major Credit Cards
100 W Lawrence St Ste 419, Appleton, WI
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Dreyer Wealth Management

Dreyer Wealth Management

“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...”
In Business Since 2016
331 E Washington St, Appleton, WI
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Conceptual Financial Advisors

Conceptual Financial Advisors

“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”
In Business Since 2017
2561 E Calumet St, Appleton, WI
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Isectors

Isectors

“5485 W. Grande Market Drive Suite D Appleton, WI 54913”
In Business Since 1990
Accepts All Major Credit Cards, Check
5485 W Grande Market Dr Suite D, Appleton, WI
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Provisions Wealth Planners

Provisions Wealth Planners

“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...”
In Business Since 2011
100 W Lawrence St Ste. 304, Appleton, WI
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Esop Partners

Esop Partners

Repurchase Obligation, Esop Administration, Esop Consulting
“With ESOP Partners, you get 360° of care. Our model makes us uniquely able to provide a solution that maximizes the potential and optimizes the performance of your ESOP; it also includes ESOP administration and consulting. And, we're there throughout...”
In Business Since 2010
Free Initial Consultation
3601 E Evergreen Dr Suite 200, Appleton, WI
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Investment Designers

Investment Designers

(2)
“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.”
Accepts All Major Credit Cards
4311 N Lightning Dr # 2, Appleton, WI
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Watters Financial Group

Watters Financial Group

ECA Marketing, Tell A Friend
“This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.”
In Business Since 2006
Offers Financing Options
2 N Systems Dr, Appleton, WI
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Cornerstone Financial Planning

Cornerstone Financial Planning

Schwab, Cornerstone Connect (CC)
“Financial planning and asset management is an ongoing and evolving process. Client focused, it is of the utmost importance that a client's goals and objectives be reviewed on a consistent basis to gauge whether the goals and objectives remain intact,...”
In Business Since 2009
5601 W Grande Market Dr, Appleton, WI
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Avaii Wealth Management

Avaii Wealth Management

Chfc® (Chartered Financial Consultant), Clu® (Chartered Life Underwriter), Cltc (Certified in Long-Term Care)
“Mark attended the University of Wisconsin - Madison, and later finished his degree at Cardinal Stritch University in Milwaukee after taking a few years off to work. Mark's resume is inspiring, having spent his career enriching lives through respected...”
In Business Since 2017
CLTC, CLTC Certified
2101 N Casaloma Dr, Appleton, WI
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Safeguard Financial

Safeguard Financial

Testimonials, Tell A Friend
“Welcome to the SAFEGUARD FINANCIAL web site, where you'll find a wealth of information in the form of newsletter articles, calculators, e-seminars, and research reports.Safeguard Financial created this web site to help you gain a better understanding...”
In Business Since 2007
3701 E Evergreen Dr, Appleton, WI
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James M. McGlone, Cfp, Msfs

James M. McGlone, Cfp, Msfs

Mike Otto & Associates, Peter Kerntke & Associates, James McGlone & Associates
“Kerntke Otto McGlone Wealth Management Group (KOM) is a registered investment adviser located in Appleton, Wisconsin. KOM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registratio...”
In Business Since 2006
3601 E Evergreen Dr, Appleton, WI
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Retirement Planning and Investment Management Services in Appleton, WI Cost Estimates

Minimum cost
$1115
Maximum cost
$9475
National Average
$3344
Avg Per Hour Rates
$335
$2230
$6131
Fair price range is based on 486 cost profiles
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Average Cost $3344
Minimum cost $1115
Maximum cost $9475
Avg Per Hour Rates $335

Fair range $2230 to $6131 is based on 486 cost profiles.

Why these companies made our list

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