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Watermark Financial Services Inc, located in Appleton, WI, stands out as a fee-based financial planning firm dedicated to guiding individuals towards robust retirement strategies. Beyond our expertise in financial planning, we extend our services to encompass tax preparation and estate planning solutions, catering to a holistic approach to financial well-being. Through our affiliation with Registered Representatives of Cambridge Investment Research, Inc., a distinguished broker-dealer under FINRA/SIPC, we offer securities services. As a Registered Investment Adviser, Watermark delivers advisory services independently. It's important to note that while Watermark and Cambridge operate in tandem, they maintain distinct entities. Reviews on this platform, while insightful, may not necessarily reflect the experiences of all clients. The perspectives shared here are voluntary and not incentivized, serving as a genuine reflection of individual encounters rather than a definitive forecast of future outcomes. Generated using this place's available information

Watertax Inc. in Appleton, WI is a full-service tax and accounting company staffed with CPAs, MBAs, and professionals with extensive financial planning and small business experience. With a focus on customer service and quality work, they offer a range of services including tax preparation, tax planning, IRS audit representation, payroll solutions, and QuickBooks services. With over 50 years of experience, Watertax Inc. prides itself on being efficient, affordable, and discreet in handling clients' financial needs. Whether for individuals, business owners, or non-profit organizations, their team provides personalized guidance to help manage risk, improve performance, and ensure financial growth and longevity.Generated from the website

Security Finance exists to provide fast financial solutions when you need them most. For more than 60 years, Security Finance has proudly provided easy and safe installment loans to our community members. Thanks to our conveniently located branch offices, you are able to receive personal service from people you know you can trust. At Security Finance, it's about being good stewards of our community, helping neighbors in times of need and treating customers with the respect they deserve.