Endowment Wealth Management, Inc. - Appleton, Wisconsin

Address: W6272 Communication Ct, Appleton, WI 54914.
Phone: 07856010.
Website: endowmentwm.com
Specialties: Financial planner, Financial advisor, Investment company, Investment service, Tax consultant.
Other points of interest: Online appointments, Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Gender-neutral restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 4/5.

📌 Location of Endowment Wealth Management, Inc.

Endowment Wealth Management, Inc. W6272 Communication Ct, Appleton, WI 54914

☎️07856010

⏰ Open Hours of Endowment Wealth Management, Inc.

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 8 AM–5 PM
Saturday: Closed
Sunday: Closed

Endowment Wealth Management, Inc.

Located at W6272 Communication Ct, Appleton, WI 54914, Endowment Wealth Management, Inc. is a reputable financial firm dedicated to helping clients achieve their financial goals. With a phone number of 07856010, clients can easily reach out to their team of experienced financial advisors. The firm can also be found on the web at endowmentwm.com.

About Endowment Wealth Management, Inc.

Specializing in financial planning, investment services, and tax consulting, Endowment Wealth Management, Inc. offers a comprehensive range of financial services to cater to the diverse needs of their clients. With a strong commitment to integrity, service, and experience, this team of financial advisors has helped numerous clients achieve their retirement goals and dreams.

Services Offered

Financial planning
Financial advice
Investment services
Tax consulting

Additional Information

Online appointments are available, ensuring convenience for clients.
Onsite services are provided, allowing clients to meet with their advisors in person.
Language assistance is offered to cater to clients from diverse linguistic backgrounds.
The facility is wheelchair accessible, including entrance, parking, restrooms, and seating.
A gender-neutral restroom is available for clients' comfort.
Appointments are required, but highly recommended for a personalized experience.

Reviews and Testimonials

Endowment Wealth Management, Inc. has garnered 4 reviews on Google My Business, with an impressive average rating of 4 out of 5 stars. One notable review highlights the company's exceptional knowledge, experience, and service, with clients emphasizing the trust they have in their advisors to achieve their financial goals. Dr. Jack and Jeanne Faber, clients from Knoxville, TN, have expressed their satisfaction with the firm's help in achieving their retirement goals, recommending Endowment Wealth Management, Inc. to those seeking a reliable and knowledgeable financial advisor.

👍 Reviews of Endowment Wealth Management, Inc.

Endowment Wealth Management, Inc. - Appleton, Wisconsin

Jack F.

5/5

One of the most difficult decisions we make in life is whom to trust with the investment of our hard-earned, life-savings to achieve our retirement goals and dreams. We have known and trusted Rob Riedl for the past 10 years and with Rob, Prateek and Heidi’s help have achieved our goals. If you are looking for knowledge, experience, service and integrity we can unequivocally recommend Endowment Wealth Management.

Dr. Jack and Jeanne Faber
Knoxville, TN

Victoria R.

5/5

Though we live 1,300 miles away, Endowment is our wealth manager of choice. They wisely advise us with legacy planning, personal and private equity investments and efficiently organize our myriad of personal information through their wealth portal.

Most importantly, we trust them. Life is good in Florida, knowing those guys are looking out for us.

robin F. J.

5/5

Rob Riedl, has provided 5 star service to he me, each time I have reached out to him. He responds immediately and gives me his complete attention.

Currently I am living in Minnesota, but my family, who lives in WI, has worked with Rob Riedl for years, and recommended I connect with Rob.

I was in need of some financial advice a few years ago, as well as future business contract review a few weeks ago. Rob Riedl has graciously helped me each time.

I would recommend Rob and the Endowment Wealth Management team to anyone.

Robin Fisher

Bridget P.

1/5

Posting as a warning for others who aren't well-versed with investing. They recommend to all their clients to invest in their endowment fund which has substantially less returns (7%) compared to the majority of mutual funds or ETFs and validate it by saying there is less risk or that it's "a different strategy that not many are familiar with.". A savings account has less risk as well, but that doesn't mean it's a smart way to grow your money. Find a personal referral of an investment advisor who wants to help you make the most with your money instead of a business like this that overuses the fiduciary jargon to try to gain your trust. Waste of our time...I hope it's not a waste of yours.