Sumnicht & Associates, LLC

Sumnicht & Associates, LLC

  • W6240 Communication Ct Ste 1
  • Appleton, Wisconsin
  • 54914
  • Phone: (920) 731-4455
  • Fax: (920) 731-9679
  • Website

Description

Sumnicht & Associates is an independent investment advisory firm which provides investment advice to individuals, retirement plans, foundations, endowments, and other trusts. As consultants, our main goal is to achieve maximum returns for each client while minimizing the risks associated with investing. We act as architects in designing a unique plan for each of our clients based on his or her specific requirements and goals.

Fact sheet

Number of employees
5-9

Company contacts

  • Vern Sumnicht
  • Owner

Products & services

asset allocation financial planning

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