Annex Wealth Management, Appleton Branch
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2801 E Enterprise Ave # 101
Appleton, WI 54913 - 920-903-9800
Hours
Chamber Rating
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Lisa Gehrke
Excellent money managers! Both caring and responsive
Mar 8th, 2024 -
David Williamson
I invested with Annex Wealth management 21 months ago and all they have done is lost my money. I called them up and wanted to talk to somebody. It took almost 2 weeks before I got a response and they say they are a fiduciary. What fiduciary takes 2 weeks to respond. That is in my best interest. All I see on my reports is buy high and sell low. They have cost me 100000 dollars of my retirement. Money managers are supposed to make money not lose it At the rate they are losing it I will be broke. They tell me bonds are doing pore, but they keep buying and selling at a lose.
Jul 25th, 2023 -
David Williamson
ALL they do is buy high and sell low then charge fees for buying and selling and charge you a fee both ways. You do not make any money but they do. And they are almost impossible to get a hold of.
Jun 30th, 2023 -
Steve Wolff
Very friendly but am very disappointed by the lack direction given to us. We're 70+years of age, most of our money is invested through Annex. One would think that a good financial advisor would've been paying attention to the markets at the beginning of 2022 and sensed a decline in the market. I did, but felt my advisor would make the right decisions for us. Wrong! At over 70 years of age just how does an advisor think I'm going to make back what I've lost in the recent months and will continue to lose with the present status of the worlds economy before I check out? But hey, as long as we're lining their pockets, is all it matters! My advise look for someone who has your future and well-being in mind...I am presently looking.
Feb 9th, 2023 -
Jason Antoine
May 13th, 2020
Contact Info
- 920-903-9800
Questions & Answers
Q What is the phone number for Annex Wealth Management, Appleton Branch?
A The phone number for Annex Wealth Management, Appleton Branch is: 920-903-9800.
Q Where is Annex Wealth Management, Appleton Branch located?
A Annex Wealth Management, Appleton Branch is located at 2801 E Enterprise Ave # 101, Appleton, WI 54913
Q What is the internet address for Annex Wealth Management, Appleton Branch?
A The website (URL) for Annex Wealth Management, Appleton Branch is: http://www.annexwealth.com/
Q What days are Annex Wealth Management, Appleton Branch open?
A Annex Wealth Management, Appleton Branch is open:
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:00 AM - 5:00 PM
Q How is Annex Wealth Management, Appleton Branch rated?
A Annex Wealth Management, Appleton Branch has a 2.8 Star Rating from 5 reviewers.
Hours
Related Categories
Ratings and Reviews
Annex Wealth Management, Appleton Branch
Overall Rating
Overall Rating
( 5 Reviews )Lisa Gehrke on Google
Excellent money managers! Both caring and responsive
David Williamson on Google
I invested with Annex Wealth management 21 months ago and all they have done is lost my money. I called them up and wanted to talk to somebody. It took almost 2 weeks before I got a response and they say they are a fiduciary. What fiduciary takes 2 weeks to respond. That is in my best interest. All I see on my reports is buy high and sell low. They have cost me 100000 dollars of my retirement. Money managers are supposed to make money not lose it At the rate they are losing it I will be broke. They tell me bonds are doing pore, but they keep buying and selling at a lose.
David Williamson on ChamberofCommerce.com
ALL they do is buy high and sell low then charge fees for buying and selling and charge you a fee both ways. You do not make any money but they do. And they are almost impossible to get a hold of.
Steve Wolff on Google
Very friendly but am very disappointed by the lack direction given to us. We're 70+years of age, most of our money is invested through Annex. One would think that a good financial advisor would've been paying attention to the markets at the beginning of 2022 and sensed a decline in the market. I did, but felt my advisor would make the right decisions for us. Wrong! At over 70 years of age just how does an advisor think I'm going to make back what I've lost in the recent months and will continue to lose with the present status of the worlds economy before I check out? But hey, as long as we're lining their pockets, is all it matters! My advise look for someone who has your future and well-being in mind...I am presently looking.
Jason Antoine on Google
Overall Rating
Overall Rating
( 5 Reviews )Write a Review
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