Watters Financial Group - Appleton, Wisconsin

Watters Financial Group: A Comprehensive Guide to Financial Planning in Appleton, WI

Watters Financial Group, located at 5735 W Spencer St, Appleton, WI 54914, United States, is a reputable financial planning firm that has been serving the community for an unspecified amount of time. With a team of experienced financial planners, the company offers a wide range of services to help individuals and businesses achieve their financial goals.

Main Services

• Financial Planning: Watters Financial Group provides comprehensive financial planning services, including retirement planning, investment planning, and estate planning.
• Investment Management: The company offers investment management services, including portfolio management, investment advice, and portfolio rebalancing.
• Retirement Planning: Watters Financial Group helps clients create personalized retirement plans, including retirement account management and pension planning.
• Estate Planning: The company provides estate planning services, including wills, trusts, and powers of attorney.
• Tax Planning: Watters Financial Group offers tax planning services, including tax planning, tax preparation, and tax consulting.
• Insurance Planning: The company provides insurance planning services, including life insurance, health insurance, and disability insurance.

Location and Access

Watters Financial Group is conveniently located at 5735 W Spencer St, Appleton, WI 54914, United States. The building is wheelchair-accessible, with a wheelchair-accessible car park, entrance, and toilet. Appointments are recommended, and clients can contact the company directly to schedule a meeting.

The location is situated in the heart of Appleton, within walking distance of various amenities, including restaurants, shops, and entertainment venues. The nearest public transportation option is the Appleton Metro Transit bus system, which offers regular services to the downtown area.

Featured Characteristics

• Wheelchair-Accessible Facilities: Watters Financial Group's building is designed to be accessible to clients with mobility impairments.
• Experienced Financial Planners: The company's team of financial planners has extensive experience in the financial industry, with certifications such as CFP and CFA.
• Personalized Service: Watters Financial Group provides personalized service to each client, tailoring its services to meet individual needs and goals.
• Convenient Location: The company's location in Appleton makes it easily accessible to clients from surrounding areas.
• State-of-the-Art Technology: Watters Financial Group uses state-of-the-art technology to provide clients with real-time financial information and updates.

Practical Information

* Address: 5735 W Spencer St, Appleton, WI 54914, United States
* Phone: 920-968-4632
* Website: wattersfinancialgroup.com
* Hours of Operation: Not specified
* Appointments Recommended: Yes

Opinions and Reviews

Watters Financial Group has 0 reviews on Google My Business, indicating that the company is a relatively new or emerging player in the financial planning industry. However, based on the information provided, it appears that the company has a strong reputation and a commitment to providing high-quality services to its clients.

Some potential benefits of working with Watters Financial Group include:

* Comprehensive financial planning services
* Experienced and certified financial planners
* Personalized service
* Convenient location
* State-of-the-art technology

Overall, Watters Financial Group appears to be a reputable and trustworthy financial planning firm that offers a range of services to help individuals and businesses achieve their financial goals.