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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 |
We have been blue collar workers our entire life. How refreshing to have people who care about helping those who work hard and save but don't have large sums of money. We have always had excellent service and advice from Duell Financial. As we near retirement, Luke and Lake have been excellent in helping us with the process, explaining things in layman's terms. We are grateful for all at Duell for their outstanding service.
My wife and I have been working with Luke VanAbel for 2-3 yrs. He's done an excellent job managing our retirement funds. Luke set us up with some investments that perfectly suit our needs. He is an excellent listener, very personable and was able to accurately help us plan for retirement by setting goals and arriving at a reasonable date for retirement. It doesn't seem to matter to Luke whether you're investing modest funds or millions, you receive personal, individual attention and wise advice. I'm not what you'd call a sav... read more
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
Frequently asked questions about Duell Financial Strategies
How is Duell Financial Strategies rated?
Duell Financial Strategies has a 4.6 star rating with 11 reviews.
When is Duell Financial Strategies open?
Duell Financial Strategies is closed now. It will open at 8:30 a.m.
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