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Cottonwood FinancialFinancial advisor in Neenah, WI

Cottonwood Financial is a financial advisor at 852 Fox Point Plaza, Neenah, WI 54956, ranked #46 of 59 financial planners in Neenah and rated 1.0 from 5 Google reviews.

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.

Neenah, WIUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Cottonwood Financial
Address852 Fox Point Plaza, Neenah, WI 54956Get directions
Phone(920) 729-1895
Google rating1.0 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Neenah and 5 towns within 25 miles: Menasha, Appleton, Oshkosh, Little Chute and Kaukauna.

Based in Neenah, WIView on map

Questions about Cottonwood Financial

How is Cottonwood Financial ranked in Neenah?

Cottonwood Financial is ranked #46 of 59 financial planners in Neenah by RFA Score, with 65 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 areas does Cottonwood Financial serve?

Serves Neenah and 5 towns within 25 miles: Menasha, Appleton, Oshkosh, Little Chute and Kaukauna. 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 Cottonwood Financial?

Cottonwood Financial has a rating of 1.0 from 5 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 Cottonwood Financial?

Call Cottonwood Financial on (920) 729-1895. The business is at 852 Fox Point Plaza, Neenah, WI 54956. 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

Cottonwood Financial compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Cottonwood Financial (this business)—651.0 (5)——
CLA (CliftonLarsonAllen)#44653.4 (5)NoNo7.0 mi
Northwestern Mutual#45654.2 (6)——10.7 mi
The Retirement Advantage, Inc.#47652.6 (5)NoNo5.6 mi

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