Ratings sourced from Google Business Profile · Last refreshed July 2026
Financial Advisors · Appleton, WI
Top-rated Appleton financial advisor with a perfect 5.0-star rating from 22 reviews.
Listing data last updated May 11, 2026 · sourced from public Google Business Profile data
22 customer ratings on Google
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At 5.0★ from 22 ratings, Legacy Investment Services rates about even with the 4.9★ average of the 6 nearest financial advisors we track in Appleton.
Watermark Financial Services Inc
2555 E Calumet St, Appleton, WI 54915, USA
Knuth Financial Life Planning
425 W Water St Suite 110, Appleton, WI 54911, USA
Conceptual Financial Advisors, LLC
2561 E Calumet St, Appleton, WI 54915, USA
Endowment Wealth Management, Inc.
W6272 Communication Ct, Appleton, WI 54914, USA
Weyenberg Financial LLC
N 120 Main St Suite B, Appleton, WI 54915, USA
McGlone Suttner Wealth Management
3501 E Evergreen Dr Suite A, Appleton, WI 54913, USA