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Financial Services

Know Where You’re Going.

Managing your finances can be a difficult task at any age. Since life’s events can fluctuate on a daily basis, it’s comforting to have a clear and more consistent outlook on your financial future. Even if you know little about personal finance or saving money, Dave Wittmann Insurance and Financial Agency is committed to helping you realize your fiscal goals.

At Dave Wittmann Insurance and Financial Agency, our advisors will take the time to understand your needs on an individual basis and educate you on the various financial services available to you and your family. We strive to offer the expert education and assistance you can expect for achieving monetary stability and security – to make your planning process that much easier.

Our financial planning services include:
  • Financial Planning
  • Annuities
  • 401K
  • Retirement Plans
  • Mutual Funds
  • Pension Plans
  • Profit Sharing Plans
  • Traditional & Roth IRAs

What Financial Planning Can Do For You

In these times, planning for the future has never been more important. By looking ahead at your financial situation and planning accordingly, you can secure your future independence. By working with Dave Wittmann Insurance and Financial Agency, we can evaluate your current situation, answer any questions, offer honest and professional advice, and help you choose the right financial services to make sure you get where you want to be in the future.

Plan ahead with financial services from Dave Wittmann Insurance and Financial Agency.

We are proud to provide fiscal planning services for clients near Little Chute, Appleton, Kaukauna, Kimberly, Neenah, and Wrightstown.

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Our Locations

Little Chute Office

300 Patriot Drive, Suite A
Little Chute, WI 54140
Main office: 920-788-1000
Fax: 920-788-9390

Brillion Office

964 W Ryan St, Ste A
Brillion, WI 54110
Main office: 920-756-2836
Fax: 920-756-3670

Our Providers

Testimonials

I switched to Dave Wittmann insurance when I married my husband. He was with this agency and really liked it. In the past 5 years they have been reliable, honest, have had fast customer service, and always looking out for our best interest. They find competitive rates and are very friendly.

Holly B.
My experience with Dave Wittmann Insurance & Financial Agency has be wonderful! They are friendly, accommodating, thorough, and always work to get me the best rates -- they have saved me a lot of money over the years! I would recommend them to anyone!

Aubrey C.
The customer service is second to none. If your like me and don't like waiting or leaving messages hoping someone will call you back than Wittmann Insurance will be a great fit.

Sam H.
Dave Wittmann Insurance has been my go-to for insurance for many years. I have always received great service from all the employees at the Dave Wittmann Insurance office and would recommend their services and products to others.

Patty A.
Christine has been a tremendous help! She is always quick to answer questions. She also looked into plans that better met our needs, without us needing to ask her to do so! They really take all the effort and stress out of finding insurance providers.

Gina G.
I have going to Dave Wittmann Insurance for many years. They are honest, trustworthy and always trying to pick the best insurance plan for you. I highly recommend this company!

Sara B. L.