Planning Concepts Inc 1920 East Northland Avenue, Appleton, WI 54911
About the Business
Planning Concepts Inc is a finance institution located at 1920 East Northland Avenue in Appleton, Wisconsin. Specializing in financial planning and investment management, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the guidance and support needed to navigate the complexities of the financial world. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Planning Concepts Inc is here to help you every step of the way.
Location & Phone number
1920 E Northland Ave, Appleton, WI 54911, United States
Hours open
Monday:
08:00 - 16:30
Tuesday:
08:00 - 16:30
Wednesday:
08:00 - 16:30
Thursday:
08:00 - 16:30
Friday:
08:00 - 16:30
Saturday:
Closed
Sunday:
Closed
Reviews
"Kerry is great. She is honest and keeps her fees low. She practices long term buy and hold investing by creating a diversified portfolio with high quality investments. She doesn't feed you a bunch of nonsense like other advisors in the industry."
"The people here are nice"
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