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James M. McGlone, CFP, MSFS
Financial Planner in Appleton WI
Areas of Expertise | financial planning | investment management | wealth management | tax planning | accounting services | charitable giving | gifting strategies |
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Address
3701 E Evergreen Dr Ste 500a
Appleton, WI
54913 -
Map
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About
We are an independent federally registered investment advisor located in Appleton, Wisconsin.We provide customized strategies and work primarily with individuals and families seeking advice on managing their financial resources.Our clients benefit from personalized service in the areas of investment, tax, wealth accumulation, education, retirement, estate, and insurance planning.
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I've been doing this for 17 years
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Hours of Operation
Mon - Fri 8:00AM - 5:00PM
Sat - Sun Closed
Holidays Closed