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Valley Financial GroupFinancial advisor in Appleton, WI

Valley Financial Group is a financial advisor at 15 Park Pl #100, Appleton, WI 54914, ranked #42 of 85 financial planners in Appleton and rated 3.7 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) 749-1650

Key facts

Key facts about Valley Financial Group
Address15 Park Pl #100, Appleton, WI 54914Get directions
Phone(920) 749-1650
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating3.7 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Appleton and 6 towns within 25 miles: Menasha, Neenah, Little Chute, Kaukauna, Oshkosh and De Pere.

Based in Appleton, WIView on map

Opening hours

Opening hours for Valley Financial Group
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Valley Financial Group

How is Valley Financial Group ranked in Appleton?

Valley Financial Group is ranked #42 of 85 financial planners in Appleton by RFA Score, with 66 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 Valley Financial Group’s hours?

Valley Financial Group is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 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 Valley Financial Group serve?

Serves Appleton and 6 towns within 25 miles: Menasha, Neenah, Little Chute, Kaukauna, Oshkosh and De Pere. 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 Valley Financial Group?

Valley Financial Group has a rating of 3.7 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 Valley Financial Group?

Call Valley Financial Group on (920) 749-1650. The business is at 15 Park Pl #100, Appleton, WI 54914. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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Compare nearby financial advisors

Valley Financial Group compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Valley Financial Group (this business)—663.7 (3)NoNo
The Retirement Advantage, Inc.#40662.6 (5)NoNo0.2 mi
KOM Wealth Management Group#41663.7 (3)NoNo6.3 mi
North Star Asset Management Inc#43665.0 (4)NoNo5.0 mi

See all 85 ranked financial planners in Appleton