Best Financial Advisors in Appleton

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Appleton, WI

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
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Detail
––

Price: Free consultation

SmartAdvisor by SmartAsset

Conceptual Financial Advisors logo
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Conceptual Financial Advisors

2561 E. Calumet St., Appleton, WI 54915
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  • Estate Planning
  • Retirement Planning

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Conceptual Financial Advisors

Endowment Wealth Management logo
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Endowment Wealth Management

W6272 Communication Ct., Appleton, WI 54914
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  • Wealth Management

Business Description

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Endowment Wealth Management

Holl Financial Services logo
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Holl Financial Services

2945 Shawano Avenue, Green Bay, WI 54313
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  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

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.
4.5

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Holl Financial Services

Knuth Financial Life Planning logo
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Knuth Financial Life Planning

901 S Lawe St, Appleton, WI 54915
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  • Certified Financial Planner (CFP)
  • Financial Planning

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Knuth Financial Life Planning

Provisions Wealth Planners logo
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Provisions Wealth Planners

100 W. Lawrence St., Ste. 304, Appleton, Wi 54911
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  • Finance Planning
  • Financial Planning

Business Description

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (7)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Provisions Wealth Planners

Wilson Financial logo
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Wilson Financial

103 W College Ave #304, Appleton, WI 54911
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  • Finance Planning
  • CFA Charterholder

Business Description

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.

Reputation:

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.
4.5
Facebook
4.7 / 5 (13)
Google
4.3 / 5 (10)
Yelp
5.0 / 5 (1)
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Wilson Financial

Winch Financial logo
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Winch Financial

424 E Wisconsin Avenue, Appleton, WI 54911
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  • Retirement Planning

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Winch Financial

Zimmer Financial Group logo
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Zimmer Financial Group

717 Eisenhower Dr., Kimberly, WI 54136
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  • CFA Charterholder

Business Description

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.

Reputation:

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.
4.0
Google
4.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Visit Website

Zimmer Financial Group

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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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