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Endowment Wealth Management, Inc. - Appleton, Wisconsin

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: W6272 Communication Ct, Appleton, WI 54914, United States.
Phone: 9207856010.
Website: endowmentwm.com
Specialties: Financial planner, Financial advisor, Investment company, Investment service, Tax consultant.
Other points of interest: Online appointments, On-site services, Language assistance, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Gender-neutral toilets, Toilet, 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, United States
☎️9207856010

⏰ 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.

Endowment Wealth Management, Inc. is a reputable financial firm located at W6272 Communication Ct, Appleton, WI 54914, United States. They can be contacted by phone at 9207856010 or visited online at endowmentwm.com. The company specializes in financial planning, advising, investments, investment services, and tax consulting.

Key Services and Features

  • Financial planner
  • Financial advisor
  • Investment company
  • Investment service
  • Tax consultant

Additional Information

  • Online appointments are available
  • On-site services are provided
  • Language assistance is offered
  • Wheelchair-accessible parking is available
  • Wheelchair-accessible entrance
  • Wheelchair-accessible seating
  • Wheelchair-accessible toilet facilities
  • Gender-neutral toilets are available
  • Standard toilet facilities
  • Appointments are recommended

The company has received positive reviews, with an average rating of 4 out of 5 stars on Google My Business. One satisfied client, Dr. Jack and Jeanne Faber from Knoxville, TN, shared their experience:

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.

With a strong focus on knowledge, experience, service, and integrity, Endowment Wealth Management, Inc. appears to be a trusted choice for individuals seeking comprehensive financial planning and investment services.

👍 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

Endowment Wealth Management, Inc. - Appleton, Wisconsin
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.

Endowment Wealth Management, Inc. - Appleton, Wisconsin
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

Endowment Wealth Management, Inc. - Appleton, Wisconsin
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.

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