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Weier Wealth Management - Appleton, Wisconsin

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 2835 W College Ave, Appleton, WI 54914, United States.
Phone: 9202429470.
Website: weierwealthmanagement.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 4/5.

📌 Location of Weier Wealth Management

Weier Wealth Management 2835 W College Ave, Appleton, WI 54914, United States
☎️9202429470

⏰ Open Hours of Weier Wealth Management

  • 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

Weier Wealth Management is a reputable financial planning company located at 2835 W College Ave, Appleton, WI 54914, United States. They can be reached at 920-242-9470 or through their website weierwealthmanagement.com.

Specialties

  • Financial planner.

Other Points of Interest

  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Toilet
  • Appointments recommended

This company has received 3 reviews on Google My Business, with an average rating of 4/5.

👍 Reviews of Weier Wealth Management

Weier Wealth Management - Appleton, Wisconsin
Nicki B.
2/5

My experience with Jason began in a very positive note & I WAS quite happy w/my service. I began w/Jason thru a mutual acquaintance & when he didn't even own his own business. It very much saddens me to even write this, but I feel that it's only fair for others to know that if you are a 'small fish' you may not be noticed, at least this is how I felt. I realize my accounts weren't huge but I did have quite a few things thru him: retirement, insurance, investments & I referred many of my friends & family to him. Then I began to not get any sort of response back for ANY contact made w/him. I ended up choosing to completely change/move everything I had thru him to elsewhere & still heard nothing. I really thought that when I began moving & closing accounts that I would hear something but nothing. It is unfortunate that I feel so unappreciated for what I feel was 'helping' him get his start, but I do need to be sure others are aware of this kind of treatment if you don't have big amounts of money I wouldn't suggest using Weier Wealth Management.

Weier Wealth Management - Appleton, Wisconsin
Cassie W.
5/5

We've been very happy working with Jason! Always responsive when we ask questions. Transparent and professional. Can't ask for much more when it comes to our retirement investments.

Weier Wealth Management - Appleton, Wisconsin
Laura H.
5/5

We have been with Jason many years. He always takes care of us and even comes to our house for appointments! Highly recommend

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