Witz Financial

Witz Financial

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Experienced financial planning firm in Appleton WI with emphasis in insurance, investments, IRAs, 40

Revising Estate Strategy Assumptions 05/16/2022

When the rules of the game change, tactics should follow in response to the new landscape.

Revising Estate Strategy Assumptions Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

When Do You Need a Will? 05/12/2022

Do you have a will? Is it updated?

When Do You Need a Will? When do you need a will? The answer is easy: Right Now.

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Address


47 Park Place Suite 375
Appleton, WI
54914

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 12pm