Waypoint Financial - Waupaca, Wisconsin

Address: 109 E Badger St, Waupaca, WI 54981.
Phone: 152588822.
Website: mywaypoint.net
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 4.5/5.

📌 Location of Waypoint Financial

Waypoint Financial 109 E Badger St, Waupaca, WI 54981

☎️152588822

⏰ Open Hours of Waypoint Financial

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 8 AM–3 PM
Saturday: Closed
Sunday: Closed

Waypoint Financial

Waypoint Financial es una empresa de planificación financiera con sede en Waupaca, Wisconsin. La empresa se encuentra ubicada en 109 E Badger St, Waupaca, WI 54981 y puede ser contactada a través de su teléfono 152588822 o visitando su sitio web mywaypoint.net.

Especialidades

Waypoint Financial ofrece servicios de planificación financiera, incluyendo la creación de planes de ahorro, la gestión de inversiones y la planificación para la jubilación.

Características

La empresa se destaca por su enfoque personalizado y su compromiso con los clientes. Los clientes pueden esperar una experiencia de atención personalizada y una guía clara en su futuro financiero.

Además, Waypoint Financial tiene una atmósfera cálida y acogedora, con un ambiente de trabajo que es amigable con personas con discapacidad, incluyendo una entrada y estacionamiento accesibles y un baño accesible.

Otras características

Los clientes pueden hacer una reserva previa para una cita y pueden esperar una experiencia de atención de alta calidad.

Waypoint Financial también ofrece una variedad de servicios adicionales, incluyendo la creación de planes de ahorro y la gestión de inversiones.

Opiniones

Waypoint Financial ha recibido una buena reputación en el mercado, con una media de 4.5/5 estrellas en Google My Business. Los clientes elogian a Suzanne y al equipo de Waypoint Financial por su atención personalizada y su compromiso con los clientes.

Los clientes también destacan la atmósfera cálida y acogedora de la empresa, y la variedad de snacks disponibles.

Información recomendada

Para obtener más información sobre Waypoint Financial, puede visitar su sitio web o contactarlos directamente a través de su teléfono.

Waypoint Financial es una excelente opción para aquellos que buscan una empresa de planificación financiera confiable y profesional.

👍 Reviews of Waypoint Financial

Mitchell K.

5/5

Waypoint Financial is the place to go for direction and clarity on your financial future. Suzanne is a calming presence in the face of fear, which money can often create for people. She is an attentive listener who genuinely cares for her clients and their long term goals. The atmosphere of Waypoint is unlike any other financial institution out there; warm, inviting, friendly, comforting, and lots of good snacks! Highly recommend Suzanne and the entire Waypoint team!

Karissa U.

5/5

Waypoint Financial offers a lighthouse when the waters of life seem rough. Suzanne truly understands her clients by focusing on clarifying what the client needs and wants out of their life. She is supported by a phenomenal staff who make this company feel like home every time you come in for an appointment. Money matters can be stressful for many people, but Suzanne shines light where there is darkness and helps her clients see that there does not need to be emotion associated with money. Highly confident in Waypoint Financial for my financial future.

Tim K.

5/5

What a fantastic team we have in Waupaca. Prior to retiring Waypoint provided with guidance and suggestions that have been spot on. Once retired, we did as they suggested; enjoy life and let us assure we meet your short and long term goals.
Once you belong with this group you are treated as family.

Liz G.

5/5

Suzanne, Eric and Team are one of the best! Communication and keeping you up to date on market strategies when needed and calming you in the storm is one of their strong suits. We never feel like an interuption when we have questions. We recommend this Team for your Financial Needs!

Jill A.

5/5

Suzanne Udoni has been my financial planner for many years. As a single woman - I would worry that I would somehow mess up and end up homeless and eating cat food as an elderly person. That is fear. Suzanne has helped me make sure that I have a plan in place for every stage of my life... now and in the future. I don't worry about money matters any more. I call her my "money shrink." We are now planning on ways to expand my business and I am purchasing a historic building in Oshkosh for my optometric practice. I don't think this would be happening without Suzanne's ability to communicate financial matters in a way that I can understand.

D B.

5/5

DeAnn M.

5/5

Stanford B.

1/5