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Duell Financial Strategies
- Financial Services
- Appleton, WI
About this business
Location details
N9654 County Rd N #5, Ste 5, Appleton, WI, 54915, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 3:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Lake at DUELL is awesome. Expert in his field Explained it in terms that are easy to understand Lake checks in periodically to let my husband I know how our investments are doing. Reached out to let me know that is was time to enroll in Medicare. Highly recommend him and DUELL finance. Top notch company.
We are always pleased with the financial planning and medical supplemental insurance services we get from Luke and Lake at Duell Financial. They are excellent at explaining the options in layman's terms. The entire team is friendly, professional and custom service oriented. We highly recommend Duell Financial Services. PS- they also have awesome cookies as a treat during your meeting- bonus!
Duell Financial has been awesome. Luke was and is great to work with. From our first meeting a few years ago he has been guiding us to our goals for retirement. Thanks Luke
Lake was instrumental in making my transition to Medicare. Not only is he knowledgeable and well-versed in Medicare and the process but he is patient and thorough. I highly recommend Lake and DFS. Thanks, Lake.
We have really enjoyed getting to know and work with Luke. He is very knowledgeable about investment options and has provided some unique strategies for moving our money around that we hadn't considered before. He has a demonstrated track record with 2 other families we know and is helping us feel more prepared to enter our retirement years.
Frequently asked questions about Duell Financial Strategies
How is Duell Financial Strategies rated?
Duell Financial Strategies has a 4.6 star rating with 9 reviews.
When is Duell Financial Strategies open?
Duell Financial Strategies is closed now. It will open tomorrow at 8:30 a.m.
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