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8:30AM - 4:30PM
2101 N Casaloma Dr, Appleton
Financial Advising
“David Dudek has been our advisor for many years, and we are constantly grateful for his expertise, diligence and pro-active assistance. We consider him our trusted partner for our financial security now and for the future. He is certainly an asset to the entire Charles Schwab organization and, specifically, the Appleton office.”
“Have been consistently impressed with the Credit Union. Their checking account is wonderful- NO ATM FEES ANYWHERE.
The Mortgage team was exemplary. They worked tirelessly to improve my situation- I could not have received better customer service. Extremely pleased.”
8AM - 4:30PM
35 Park Pl Ste 300, Appleton
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Thank you for being so amazing with our money. We appreciate all that you’ve done for us and are so grateful for your knowledge! It is such a pleasure to work with Avaii Wealth Management, especially Mark Truettner, during these stressful and crazy financial times.The superior experience with Avaii started at the front door. We were greeted with a warm smile by Cindy at the front desk, and our financial advisor, Mark, is fantastic! First of all, Mark listened to us in order to understand our needs and goals for both near and long term future. He is skilled and takes responsibility for his work.The people at Avaii are all capable, knowledgeable, trustworthy, friendly, very professional and work extremely hard with positive attitudes. This assures us that our financial situation is solid and we will meet or exceed our future goals. It helps us feel more secure about doing business with Avaii Financial Management knowing it’s excellence we both seek. Just like our relationships between friends and family members, the qualities that matter most to us are trust, respect, understanding, appreciation, open and honest communication and finally kindness.Our experience with Mark and Avaii has been absolutely wonderful. We have nothing but positive things to say about this company. THEY REALLY DO CARE!!! Give them a try! Honestly, you won't regret calling them first, I am really glad we did.THANK YOU! We couldn’t be happier with Avaii!”