Duell Financial Strategies
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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
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.
Today Sam and Andi discuss why women have different planning needs in retirement. Enjoy!
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
Watch Sam on the Wealth Council TV show on May 31st at 1 PM on Fox Business!
05/22/2026
In honor of Memorial Day our office will be closed on Monday, May 25th
Watch Sam on the Wealth Council TV show this Sunday at 1 PM on Fox Business!
Watch Sam on the Wealth Council TV show on Sunday's at 1 PM on Fox Business!
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
Today Sam and Andi discuss the importance of the female spouse being engaged in the retirement planning process. Enjoy!
Today Sam and Andi discuss the illusion of diversification. Enjoy!
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Address
4190 Boardwalk Court
Appleton, WI
54914
Opening Hours
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |