Stonehaven Wealth & Tax Solutions, LLC.

Financial Planners

540 S Westland Dr, Appleton, WI 54914

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Reviews for Stonehaven Wealth & Tax Solutions, LLC.

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  • Oct 2024

    I’m so grateful to Stonehaven wealth in Appleton, Wisconsin for my retirement planning help. Tina Fae is always there for me whenever I need her to correct something, help take money or put it in as well as any other service I need. She is pleasant, kind and responsible.
    Brian has always been good to meet with me As well so that I can understand not only my investments but my whole financial situation. He patiently, gently and skillfully helps me to understand what I need to know as well as helps me make good decisions. I am so grateful and would recommend their service to anyone. 5 stars!!!!!!!!

Hours

Monday: 8:30AM - 4:30PM
Tuesday: 8:30AM - 4:30PM
Wednesday: 8:30AM - 4:30PM
Thursday: 8:30AM - 4:30PM
Friday: 8:30AM - 4:30PM
Saturday: ClosedSunday: Closed

Location

540 S Westland Dr, Appleton

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