Watters Financial Group - Appleton, Wisconsin

Watters Financial Group: Comprehensive Financial Planning in Appleton, WI

Nestled in the heart of Appleton, Wisconsin, Watters Financial Group has been providing personalized and comprehensive financial planning services to the Fox Valley community since 1984. With a commitment to building long-term client relationships and tailoring strategies to individual needs, this independent financial advisory firm stands out as a trusted partner for managing and growing your wealth.

Main Services

• Retirement Planning: Watters Financial Group helps clients prepare for a comfortable retirement by assessing their unique situation, setting goals, and developing a strategic plan to achieve them.
• Investment Management: The firm offers tailored investment strategies that align with clients' risk tolerance and objectives, aiming to maximize returns while minimizing risk.
• Estate Planning: Watters Financial Group works with clients to create effective estate plans that protect assets, minimize taxes, and ensure a smooth transition of wealth to future generations.
• Tax Planning: The firm provides strategic tax planning to help clients minimize their tax liabilities and optimize their financial situation.
• Business Planning: Watters Financial Group offers guidance on business succession planning, employee benefits, and other financial aspects to help business owners thrive.

Location and Access

Watters Financial Group is situated at 5735 W Spencer St, Appleton, WI 54914, United States, in the heart of the Fox West Side neighborhood. The firm is easily accessible via W Spencer St and Highway 41, with ample parking available on-site. The building is wheelchair-accessible, featuring a dedicated wheelchair-accessible entrance and restroom facilities.

Featured Characteristics

• Independence: As an independent financial advisory firm, Watters Financial Group is not tied to any specific products or services, allowing them to provide objective and unbiased advice tailored to each client's unique situation.
• Personalized Service: The firm takes the time to understand each client's financial goals, risk tolerance, and personal circumstances to create customized strategies that address their specific needs.
• Fiduciary Responsibility: Watters Financial Group is committed to acting in the best interests of their clients at all times, adhering to a strict fiduciary standard of care.
• Community Involvement: The firm actively participates in community events and initiatives, demonstrating their commitment to the Appleton area and its residents.

Practical Information

• Phone: You can reach Watters Financial Group by calling 920-968-4632.
• Website: For more information about the firm's services and philosophies, visit their website at wattersfinancialgroup.com.
• Hours of Operation: The firm is typically open Monday through Friday, from 8:30 AM to 5:00 PM. However, it is recommended to schedule appointments in advance to ensure availability.
• Appointments: Watters Financial Group encourages clients and potential clients to schedule appointments to discuss their financial needs and goals. To do so, simply call the firm or use the online contact form available on their website.

Mentioning Positive Aspects from Reviews

Although Watters Financial Group does not currently have any reviews on Google My Business, their commitment to personalized service, independence, and community involvement sets them apart as a trusted financial partner in the Appleton area. Their dedication to acting in the best interests of their clients, along with their extensive experience and comprehensive range of services, make them an excellent choice for individuals and families seeking expert financial guidance.

Watters Financial Group's convenient location, wheelchair-accessible facilities, and flexible scheduling options further enhance their appeal as a client-focused financial advisory firm. With a strong emphasis on building long-term relationships and tailoring strategies to each client's unique situation, Watters Financial Group is well-equipped to help you achieve your financial goals and secure your financial future.