Avaii Wealth Management

Claim
id: 40815200
marker

2101 N Casaloma Drive
Appleton, WI 54913

marker
(920) 214-1212
Incorrect info? Correct your listing
Main categories:

Investigative Services

Related categories:

Business to Business

,

Business Services

Summer SALE!!!:
15% OFF all yearly plans
Use year15 at checkout. Expires 1/1/2021
Owner Message
  • Avaii Wealth Management was created based on a few common sense approaches to financial planning and wealth management — put our clients first, provide actionable ideas in an unbiased way, and to speak in a language our clients can understand. This led us to our overarching life planning strategy. The word "avaii" can be traced back to Latin roots for “life plan” and that’s exactly what we provide. Too often, we see products being sold for the benefit of the provider rather than financial plans and strategies being used for the benefit of the client. Our team dropped the sales approach and focuses on acting in the best interest of every client we serve.

Additional information
  • Hours: Mon 08:30am-04:30pm, Tue 08:30am-04:30pm, Wed 08:30am-04:30pm, Thu 08:30am-04:30pm, Fri 08:30am-03:00pm
badge