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ESOP PartnersFinancial advisor in Appleton, WI

ESOP Partners is a financial advisor at 3601 E Evergreen Dr Ste 200, Appleton, WI 54913, ranked #44 of 111 financial advisors in Appleton and rated 5.0 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Appleton, WIUpdated 0 paid placements in any rankingHow we rank

Call (920) 659-6000Website ↗

Key facts

Key facts about ESOP Partners
Address3601 E Evergreen Dr Ste 200, Appleton, WI 54913Get directions
Phone(920) 659-6000
Websiteesoppartners.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Appleton and 11 towns within 25 miles: Little Chute, Kaukauna, Menasha, Neenah, De Pere, Ashwaubenon, Allouez, Oshkosh, Howard, Green Bay and Bellevue.

Based in Appleton, WIView on map

Opening hours

Opening hours for ESOP Partners
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about ESOP Partners

How is ESOP Partners ranked in Appleton?

ESOP Partners is ranked #44 of 111 financial advisors in Appleton by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are ESOP Partners’ hours?

ESOP Partners is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does ESOP Partners serve?

Serves Appleton and 11 towns within 25 miles: Little Chute, Kaukauna, Menasha, Neenah, De Pere, Ashwaubenon, Allouez, Oshkosh, Howard, Green Bay and Bellevue. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about ESOP Partners?

ESOP Partners has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact ESOP Partners?

Call ESOP Partners on (920) 659-6000. The business is at 3601 E Evergreen Dr Ste 200, Appleton, WI 54913. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

ESOP Partners compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
ESOP Partners (this business)—675.0 (3)NoNo
Witz Financial#42674.0 (4)NoNo6.3 mi
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