www.schleicherwitzfinancial.com
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Submitted URL: http://schleicherwitzfinancial.com/
Effective URL: https://www.schleicherwitzfinancial.com/
Submission: On January 05 via api from US — Scanned from DE
Effective URL: https://www.schleicherwitzfinancial.com/
Submission: On January 05 via api from US — Scanned from DE
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Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck. 920-734-2880 * Account Access * Schedule a Free Planning Session Menu * Home * About Us * About Us * Our Team * Our Company * Our Services * Client Center * Account Access * Useful Links * Resource Center * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Tools * Glossary * Tax Resources * Events * Contact Our office staff has completed the training program offered by Fox Valley Memory Project to become Purple Angels. We have the skills needed to offer hospitality and support to persons contending with memory loss, confusion, or other symptoms associated with dementia. We are dementia aware and prepared to offer assistance to persons with dementia and their care partners. For more information on this program and the services they offer, please visit their website here. About Us All of our dealings will be with honesty and integrity and with the goals and aspirations of our clients in mind. Our Retirement Planning process will include insurance protection against dying too soon, living too long, and becoming disabled. Learn more Our Services Our services cover all areas of financial management, from investment* and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs with the goal to meet both short-term and long-term objectives. Learn more Meet Our Team Don Schleicher and Brian Witz have over 55 years of combined experience in the insurance and financial services industry. They will work with you on your schedule to share their knowledge and expertise with you to help you meet your financial goals. Learn more CONTACT 210 S Bluemound Dr Appleton, WI 54914 Schleicher/Witz Financial Office: 920-734-2880 Toll-Free: 888-498-4749 Mobile: 920-734-2880 Fax: 920-734-4007 clientservice@schleicherwitzfinancial.com Woodbury Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, IA, IL, IN, MI, MN, NC, NE, NV, NY, OH, OR, TN, TX, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. Copyright 2024 FMG Suite.