Kuettner Financial Services Llc

Kuettner Financial Services Llc is a Financial Planner in Oshkosh, WI, located at 509 S Washburn St. The firm offers financial planning and investment services to individuals, families, and small businesses. Founder Cindy Kuettner has provided personalized advice and wealth management for more than a decade. She holds FINRA series 7 and 66 securities registrations. Services include investments, retirement planning, tax strategies, and insurance. The business holds a 5.00 rating based on customer reviews.

Cindy Kuettner operates as an independent financial services professional through LPL Financial. This affiliation allows her to select strategies, services, and products appropriate for each client. She advises on family wealth management, including education savings accounts, 529 plans, retirement planning, money management, and intergenerational transfers. Her approach emphasizes honesty, organization, and disciplined investment to help clients achieve financial independence. She ensures clients understand the process of working toward their financial goals.

The firm provides assistance with a broad range of financial products. These include bonds, common stock, various individual retirement accounts, brokerage accounts, and government securities. Financial planning services cover retirement plans, tax planning strategies, 401(k) and 403(b) planning, college plans, and estate planning. The firm also offers insurance options such as disability income, life, and long-term care insurance. Clients are encouraged to consult personal legal and tax advisors for specific advice.

Kuettner Financial Services Llc maintains a perfect 5.00 rating from its customers. This reflects a positive reputation among those who have used its financial planning and investment services. The firm is known for providing highly personalized advice to help clients pursue their financial goals.

Kuettner Financial Services Llc combines over a decade of experience with a personalized approach to help Oshkosh residents achieve financial stability and security.

Kuettner Financial Services Llc sits on S Washburn St in Oshkosh, WI, near Addiction Medical Solutions and Fox Valley Hematology & Oncology, both about a tenth of a mile away. The location is also close to the FedEx Ship Center and Fire Station 16, each roughly two tenths of a mile distant.

BizScoreAI gives Kuettner Financial Services Llc a Discoverability score of 75 out of 100, which measures whether AI crawlers are allowed in and can find every page of the website, the first step before any AI assistant can recommend the business. The firm also receives a Technical score of 74 out of 100, which measures whether the website is technically sound, secure and indexable, so search engines can read it without errors.