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Watermark Financial Services IncFinancial advisor in Appleton, WI

Watermark Financial Services Inc is a financial advisor at 2555 E Calumet St, Appleton, WI 54915, ranked #3 of 111 financial advisors in Appleton and rated 5.0 from 59 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) 734-2555Website ↗

Key facts

Key facts about Watermark Financial Services Inc
Address2555 E Calumet St, Appleton, WI 54915Get directions
Phone(920) 734-2555
Websitewatermarkfinancialinc.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 59 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Appleton and 9 towns within 25 miles: Little Chute, Menasha, Kaukauna, Neenah, Oshkosh, De Pere, Ashwaubenon, Allouez and Howard.

Based in Appleton, WIView on map

Opening hours

Opening hours for Watermark Financial Services Inc
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 Watermark Financial Services Inc

How is Watermark Financial Services Inc ranked in Appleton?

Watermark Financial Services Inc is ranked #3 of 111 financial advisors in Appleton by RFA Score, with 76 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 Watermark Financial Services Inc’s hours?

Watermark Financial Services Inc 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 Watermark Financial Services Inc serve?

Serves Appleton and 9 towns within 25 miles: Little Chute, Menasha, Kaukauna, Neenah, Oshkosh, De Pere, Ashwaubenon, Allouez and Howard. 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 Watermark Financial Services Inc?

Watermark Financial Services Inc has a rating of 5.0 from 59 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 Watermark Financial Services Inc?

Call Watermark Financial Services Inc on (920) 734-2555. The business is at 2555 E Calumet St, Appleton, WI 54915. 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

Watermark Financial Services Inc compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Watermark Financial Services Inc (this business)—765.0 (59)NoNo
Avaii Wealth Management#1795.0 (111)NoNo5.8 mi
McGlone Suttner Wealth Management#2775.0 (72)NoNo4.0 mi
Legacy Investment Services#4735.0 (24)NoNo5.0 mi

See all 111 ranked financial advisors in Appleton