Meridian Wealth + Retirement

VandenBoom Verstegen Wealth Management, located in Kimberly, WI, is an independent financial services team dedicated to building long-term relationships with clients and their families. They emphasize proactive planning and objective financial advice to help clients simplify their financial lives and make informed decisions. As investment fiduciaries, the firm provides comprehensive services, including financial and investment planning, risk management, and estate planning, all tailored to the unique needs of their clients. Their experienced team, led by partners Matt Vanden Boom and Mike Verstegen, leverages their extensive backgrounds in finance and community involvement to deliver exceptional support and resources for wealth management. Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.

Donze, CPA located in Appleton, WI, is a trusted firm offering a variety of financial services to assist clients in securing a stable financial future. The firm prides itself on providing personalized support to valued clients through a secure portal for easy access to financial information. Specializing in a wide range of services, Donze, CPA caters to business owners, executives, and independent professionals. From tax preparation and planning to small business accounting and strategic business planning, the firm aims to address the diverse financial needs of its clientele. With a focus on comprehensive fee-only financial planning and tax preparation services, Donze, CPA emphasizes the importance of wealth building and tax savings strategies. By offering a blend of financial planning and tax services, the firm ensures a holistic approach to financial management, akin to riding a bike with handlebars for stability and guidance. Generated from the website content