Avaii Wealth Management - Appleton, Wisconsin

Avaii Wealth Management

Avaii Wealth Management, located at 2101 N Casaloma Dr, Appleton, WI 54913, is a reputable financial planning firm dedicated to helping clients achieve their financial goals. With a phone number of 02141212, and website at avaii.com, they provide comprehensive financial planning services.

Specialties

• Financial planner

Other Points of Interest

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointment required
• Appointments recommended

Opinions and Reviews

This company has 50 reviews on Google My Business, with an average rating of 5/5. Clients have praised Avaii Wealth Management for their thorough explanations, prompt responses to questions, and overall confidence in entrusting their finances to the firm. One client noted, 'We've always had great experiences dealing with Mark at Avaii. He explains things thoroughly and responds quickly to any questions or concerns that come up.' Another client had a fantastic meeting with Christian, who provided a thorough review of their financial progress and briefed them on their future outlooks. The meetings were described as educational, informative, and helpful.

👍 Reviews of Avaii Wealth Management

LJ G.

5/5

We've always had great experiences dealing with Mark at Avaii. He explains things thoroughly and responds quickly to any questions or concerns that come up. We feel confident entrusting our finances with Avaii. Thank you.

Anne D.

5/5

We had a fantastic meeting with Christian who gave us a thorough review of our financial progress and briefed us on our future outlooks. Our meetings are always educational, informative and helpful.

Alan V. S.

5/5

Always pleased with our interaction with AVAII. Been with Christian from the beginning. Always been open , honest and professional in the way he works with us, as have the entire staff at AVAII.

Margie C.

5/5

We have been working with Avaii for years. Christian is wonderful! He is very knowledgeable and so easy to talk to. He answers our questions and I know that if we need anything we can call and get a timely response. He's our advisor and friend. We wouldn't go anywhere else.

Kerry C.

5/5

We always feel confident and well informed as to what we can expect as we get closer to retirement. Thanks Christian Doule , Joel Blattner ,Cindy, and Abby for such great service!

Joseph F.

5/5

Always an excellent experience!!! Christian and Avaii have be so helpful to us over the years and we give them the highest ranking possible!

Mitch P.

5/5

I have worked with Dave for a number of years and feel very comfortable with his advice and the management of my funds!

Jason S.

5/5

Mark T is great to work with. Takes the time you need to explain things so you can understand. I highly recommend.