Duell Financial Strategies

Duell Financial Strategies We don’t just provide investments; we design holistic plans where the purpose determines placement. "Link in bio" ⬇️
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At Duell Financial Strategies, we understand the importance of achieving financial independence and strive to provide that to all our clients. Your financial plan depends on your ideal future. To better understand that future, we need to create a comprehensive picture of your assets, including how those assets interact with one another. We work to provide our clients with a complete financial stra

tegy around:

✔️ WEALTH ACCUMULATION

✔️ RETIREMENT PLANNING

✔️ EFFICIENT TAX STRATEGIES

✔️ ESTATE PLANNING

✔️ CHARITABLE GIVING

We work with you to thoroughly understand your goals and together we create your dream retirement lifestyle.

Sam, Andi, and their team are working hard preparing hay bales for the farm. They not only put in effort at the office, ...
06/02/2026

Sam, Andi, and their team are working hard preparing hay bales for the farm. They not only put in effort at the office, but they also work diligently in the fields.

05/28/2026

Today Sam and Andi discuss why women have different planning needs in retirement. Enjoy!

Meet our office companions, Grace and Stella, the furry friends you might be lucky enough to encounter at Duell.These gi...
05/27/2026

Meet our office companions, Grace and Stella, the furry friends you might be lucky enough to encounter at Duell.
These girls are always ready to greet you with a smile when you visit us!

📸: Gina Van Handel Photography

05/26/2026

Watch Sam on the Wealth Council TV show on May 31st at 1 PM on Fox Business!

In honor of Memorial Day our office will be closed on Monday, May 25th
05/22/2026

In honor of Memorial Day our office will be closed on Monday, May 25th

05/18/2026

Watch Sam on the Wealth Council TV show this Sunday at 1 PM on Fox Business!

05/15/2026

Watch Sam on the Wealth Council TV show on Sunday's at 1 PM on Fox Business!

Meet our Team of Advisors! As advisors held to the fiduciary standard of care, we are not beholden to any outside corpor...
05/12/2026

Meet our Team of Advisors!

As advisors held to the fiduciary standard of care, we are not beholden to any outside corporation or entity. We are free to pick and choose among the investments, companies, and solutions that best fit your needs to help you achieve your idea of a dream retirement lifestyle.

📸: Gina Van Handel Photography

05/08/2026

Today Sam and Andi discuss the importance of the female spouse being engaged in the retirement planning process. Enjoy!

05/01/2026

Today Sam and Andi discuss the illusion of diversification. Enjoy!

Address

4190 Boardwalk Court
Appleton, WI
54914

Opening Hours

Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm

Telephone

+19208323740

Website

https://duellstrategies.com/, https:/

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