Best Financial Advisors in Appleton

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Conceptual Financial Advisors is a planning and portfolio management firm serving Appleton. It provides a range of services, including cash flow, portfolio, and retirement analyses. It also offers advice on estate planning and elder care, including strategies regarding Medicare and Medicaid. It assesses their clients’ financial situation and recommends the appropriate strategies to achieve their goals. It also conducts annual reviews to monitor their performance. Its planning service includes reviewing existing auto, home, and life insurance coverages. The firm was established in 1984.

Endowment Wealth Management is an independent investment and advisory firm that serves customers in the Appleton metro. Its client base includes business leaders, real estate investors, and retirees. It also focuses on protecting families by providing them with a personalized family wealth plan. Utilizing its 3-D Endowment Investment Philosophy, it offers a portfolio option to help its clients utilize their assets and achieve their financial goals through hedge strategies, real assets, and private equity.

Holl Financial Services is an independent firm that provides solutions for simple and complex financial matters of individuals, families, and retirees in Appleton and nearby areas. Its financial planners use a streamlined approach that helps identify short and long-term goals of clients while taking into account the current status of the market. They develop customizable financial plans that involve building a foundation with achievable goals, creating a financial picture, and monitoring and optimizing performance. Additional services are longevity planning, portfolio management, and retirement planning.

Knuth Financial Life Planning serves clients in Appleton. It provides tax strategies, wealth management programs, and retirement and estate planning solutions to individuals, retirees, couples, multi-generational families, women in transition, and business owners. Its owner and founder, Kay Knuth, is a CFP who has been helping clients achieve financial security for over 30 years. Knuth is also a registered representative with Cambridge Investment Research, Inc., which is an independent and privately held broker-dealer in the financial industry.

For over 40 years, Provisions Wealth Planners has been offering financial solutions to individuals and families in ​Appleton. Its services include financial planning, tax planning, personal and business benefits, and investment management. Its team of financial professionals assists clients in pursuing their financial visions and goals related to asset accumulation and retirement. The global company provides diversification to clients through access to hundreds of investment strategies. Company president Eric Hall is an Accredited Investment Fiduciary.

Wilson Financial provides financial planning services in Appleton. The firm helps individuals develop financial goals, make decisions on savings and investments, eliminate debt, plan their estates, and adhere to their financial plans. It combines investment advice and tax planning to ensure unnecessary taxes do not reduce investment returns. As a registered investment advisory firm, it prioritizes the clients' interests. Owner and president Tim Wilson is a certified public accountant who has spent several years working in public accounting.

Winch Financial delivers legal solutions to individuals in Appleton. The company offers wealth management and financial planning services to young professionals and retirees. Its financial management services include risk management, tax planning and preparation, estate planning, retirement planning, and charitable giving. It provides strategies to business owners and educational funding solutions to guardians and college students. The firm enlists the expertise of investment and tax management teams to help clients achieve their financial goals. Christina Winch founded Winch Financial in 1981.

Zimmer Financial Group provides services to clients in Appleton and the surrounding areas. It focuses on helping clients prepare for their future finances by offering different types of financial plans involving retirement, income, and taxes. It also assists individuals with home health, assisted living, nursing homes, estate protection, and investment planning. This company creates customized financial planning approaches to meet the needs of its clients. One of its team members, Mike Zimmer, brings over 36 years of experience in the financial industry.