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Best Financial Advisors in Appleton

2023

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SmartAdvisor by SmartAsset

Appleton, WI
  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Investment Management

Why choose this provider?

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Appleton, WI

Why choose this provider?

Need help contacting a Financial Advisor in Appleton? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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)

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

Why choose this provider?

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

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What should individuals in Appleton consider when choosing a financial advisor?

    Individuals in Appleton should consider a financial advisor's credentials, licensure, and practical expertise. It is critical to determine whether the advisor provides customized financial solutions and upholds a fiduciary duty. It is also essential to understand their compensation plans. Consequently, the consultant's competence is measured not only by their credentials, but also by their devotion to personalized service and ethical conduct.

  • How can lifestyle inflation be prevented with growing income for people in Appleton?

    Appleton citizens can counteract lifestyle inflation with income growth by implementing a cash flow plan. Unlike a budget, this plan doesn't solely regulate expenditures but links income to objectives, indicating areas for adjustment. This may involve curtailing spending, minimizing debt costs, or elevating investment risk. Essentially, cash flow planning serves as a comprehensive strategy for their financial landscape.

  • What steps should newly single women in Appleton take to handle their unique financial needs?

    Newly single women in Appleton should consider enlisting a financial advisor experienced in addressing women's distinctive financial goals and preferences. Typically, women prioritize safeguarding wealth, a divergence from men's focus on wealth accumulation. A specialized advisor can facilitate effective communication, instill confidence, and elucidate the financial planning strategy, aiding women in their new life phase.

  • How can individuals in Appleton build their money confidence?

    Individuals in Appleton can boost their money confidence by investing time and effort into financial education. Starting with topics that intrigue them, they can deepen their understanding through comprehensive reading, enrolling in courses, or attending workshops and webinars. Surprisingly, by reading and interacting with financially minded individuals, they can substantially enhance their financial knowledge and confidence.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.