Financial Advisors in Appleton, Wisconsin (Outagamie County)

Kirt Rezek, CFP
At Professional Financial Management (PFM), we take a slightly different approach than other investment advisors. We talk with you rather than talking at you. We listen to your individual needs and desires – rather than discussing the generic “dream” retirement. We believe that success is measured by the comfort and reliability of your lifestyle and your financial situation. Our clients benefit from the knowledge and expertise of our entire team. While you will have a dedicated associate to meet with you and answer all of your questions, internally we review each client situation as a team. Our combined experience and varying areas of expertise allow for constructive brainstorming and formulation of what we believe to be the best course of action for each client. Our unique process of coordinated effort enhances quality, and sets our services apart. ... See More

Ryan Wempe, CFP

Thomas Batterman, BS, CTFA, JD
Financial Fiduciaries and its predecessor,Vigil Trust & Financial Advocacy, have been providing financial advocacy services to clients since 1988. We are knowledgeable, experienced professionals hired to represent and advocate for clients in their financial decisions, helping them achieve customized solutions to their financial challenges. With our help, our clients make the decisions they would make on their own if they had the time to completely research all of their options and had the training and experience to properly assess these alternatives. As an independent company compensated only by the professional fee we charge for our services, our guidance is not compromised by the conflicts of interest which plague financial conglomerates and other advisers.Personal service is a buzzword in financial services; everyone promises to deliver "exceptional personal service". But what does that really mean? In our case it means that we consider ourselves "on retainer" to help you explore and address any financial issue that comes your way; sort of like your own, personal family financial office. Our doors are open to you at any time to discuss any matter of concern to you no matter how large or small. And it means that we get to know you very well so that when financial recommendations or decisions need to be made, we can put ourselves in your shoes and reach the decision that is perfectly suited to your particular situation.
Visit www.yourfiduciaries.com to learn more.... See More

Jason Lacey, CFP, M.Ed., MS
PJS Investment Management is a comprehensive investment advisory and portfolio management firm dedicated to the wealth management needs of our clients. We have access to over seven decades of combined investment experience based on sound research, knowledge, integrity, and a highlevel of personal service. At PJS Investment Management we are committed to enriching the lives of our clients by delivering first class investment management services, unsurpassedclient satisfaction, and financial peace of mind.... See More

Diane Esser, CFP, CPA, RICP
At Direction Financial Management we plan for what matters. We first get to know you and your life goals. This is the most important step in the process and it becomes the basis for all planning recommendations. We can help you determine where you are now, where you want to be, and provide specific recommendations to get you there. Direction Financial Management is an independent Fee-Only financial planning firm and Registered Investment Adviser located in Germantown, Wisconsin.... See More

Richmond Financial Services provides comprehensive financial planning for retirement, estates, business, IRA rollovers, endowments, insurance for clients in the Mequon, Thiensville, Ozaukee County, Bayside, River Hills, Fox Point & Whitefish Bay area of Wisconsin.... See More