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Laurels

Best Financial Advisors in Appleton
2022

We scored 25 Financial Advisors in Appleton, WI and Picked the Top 9

Here are the Picks:

Conceptual Financial Advisors

Endowment Wealth Management

Holl Financial Services

Knuth Financial Life Planning

Provisions Wealth Planners

Verus Investment Advisory Group, Inc.

Wilson Financial

Winch Financial

Zimmer Financial Group

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Appleton Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 25 18 9

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Conceptual Financial Advisors

  • Estate Planning
  • Retirement Planning

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.

Click to Call

2561 E. Calumet St.
Appleton, WI 54915

Website

(920) 731-9500 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Endowment Wealth Management

  • Wealth Management

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.

Click to Call

W6272 Communication Ct.
Appleton, WI 54914

Website

(920) 785-6010 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 (Better)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Holl Financial Services

  • Certified Financial Planner (CFP)

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.

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2945 Shawano Avenue
Green Bay, WI 54313

Website

(920) 321-0321 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.5 / 5 (Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

Knuth Financial Life Planning

  • Financial Planning
  • Certified Financial Planner (CFP)

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.

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901 S Lawe St
Appleton, WI 54915

Website

(920) 830-2077 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Provisions Wealth Planners

  • Financial Planning
  • Finance Planning

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.

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100 W. Lawrence St., Ste. 304
Appleton, Wi 54911

Website

(920) 731-9293 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: 1% of total accounts handled

Verus Investment Advisory Group, Inc.

  • Investment Management
  • Certified Financial Planner (CFP)
  • Tax Planning

Verus Investment Advisory Group, Inc., is an independent planning firm located in Appleton. It caters to the needs of clients by helping them attain a comfortable retirement lifestyle. Its advisors estimate the retirement funds individuals need and find sources of retirement income. They inform them about investment strategies and options, offering tools in achieving their desired results. in addition, they aid in managing their tax dues. President Tom Suttner has several designations, including Chartered Financial Consultant and Certified Financial Planner.

Click to Call

5765 West Grande Market Drive Suite A
Appleton, WI 54913

Website

(920) 882-5299 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Wilson Financial

  • CFA Charterholder
  • Finance Planning

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.

Click to Call

103 W College Ave #304
Appleton, WI 54911

Website

(920) 830-2275 Website

Reputation:A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

4.6 / 5 (Best)

Total Reviews:

24 (Better)

Score Consistency:

Consistent (Best)

Winch Financial

  • Retirement Planning

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.

Click to Call

424 E Wisconsin Avenue
Appleton, WI 54911

Website

(920) 739-8577 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Zimmer Financial Group

  • CFA Charterholder

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.

Click to Call

717 Eisenhower Dr.
Kimberly, WI 54136

Website

(920) 739-9244 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 (Better)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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