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Follendorf Financial Services - 11 Reviews - 160 Adella Beach Rd, Neenah, WI - Financial Planning Reviews - Phone (920) 725-5352

Follendorf Financial Services

160 Adella Beach Rd
Neenah, WI 54956
(920) 725-5352
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Follendorf Financial Services has been exceptionally supportive throughout my transition from an employee of a major company to a small business owner. Their team has taken the ti...


All reviews seem positive

Follendorf 5/23/2013

Follendorf Financial Services has been exceptionally supportive throughout my transition from an employee of a major company to a small business owner. Their team has taken the time to understand my goals, both personally and professionally, and have delivered a tailored package of healthcare and pension advice that provides the flexibility I need with the optimal return. more

worked 5/23/2013

We have worked with Follendorf Financial Services for seven years and we have always found them to speak plain English instead of lots of jargon. It is easy to contact the team when necessary, sadly a very unusual quality compared to most of the organisations we deal with on a day-to-day basis. more

excellent 4/22/2013

We are proud to be associated with such experts in their field, and believe that the pragmatic approach and experience of Follendorf Financial Services makes them an excellent choice. more

Investment 4/22/2013

We deal directly with the Investment Managers who talk a language we understand. They stick to a clear strategy which has paid off by beating our benchmark over the long term. The whole team is responsive to our requirements and administers our business well. Having used an external evaluator of their management systems, we are confident that they manage their and our risks to the most demanding market standards. more

The best 4/1/2013

Follendorf Financial Services are true professionals. They always undertake significant due diligence to support every tax planning proposal, and to safeguard each and every investment. It seems they`re `saving me money` each time we communicate, rather than the usual `costing me more` scenarios. more

Thanks 4/1/2013

Follendorf Financial Services offered tax reduction strategies that my other financial advisors were unaware of. They worked with my accountant to implement their products that best fit my situation. I would recommend their creative and prudent advice. more

Thanks 3/15/2013

Please accept our thanks for a fantastic job. You have seen and assisted over a 130 people, helping them to make important choices about their pension investments.The feedback we have had has been very positive! Thanks more

Follendorf Financial Services 3/4/2013

Follendorf Financial Services have always provided friendly advice that is easy to understand. They explain things in such a way so that I can feel comfortable about making decisions on my finances. I feel that they treat me as an individual and tailor their advice just for me. more

Very professional. 3/4/2013

It is thought that moving home is one of the most stressful activities we do; luckily our mortgage was through Follendorf Financial Services. All the hassle was removed; their team liaised with the lawyers on both sides, and more importantly the mortgage provider to extend the offer. Our remortgage was a no brainer… use them and you won’t be disappointed. more

Great service. 3/4/2013

I didn’t expect to find somebody who was prepared to spend so much time in helping me understand this complex area of financial planning. I now have a good understanding of pension planning as well as the specifics of many different plans. more

Follendorf Financial Services 3/4/2013

We`ve used Follendorf Financial Services for investment planning for three years. We have been extremely happy with the service we have received, even in these difficult financial times. The advice has always been sensible, thoughtful and in keeping with our needs. Additionally they are never pushy, and more than happy to recommend solutions that do not generate big or even any commissions for Follendorf Financial Services. more
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Additional information

  • Hours:

    Mon. - Fri. 9am - 5pm;Sat. - Sun. CLOSED