Everts Financial

Everts Financial I'm excited and passionate about helping individuals and businesses meet their financial goals. My name is Steve Everts. (WFS) member FINRA/SIPC.

I began my financial services career in 1996 after working 7 years as a CPA for a regional public accounting firm. I became licensed so that I could assist clients in saving for retirement, protect what is important to them and help achieve their financial goals. Besides helping my clients to choose the right investments, my goal is to help clients develop a strong financial game plan through asse

t allocation, risk management and tax/cost savings. I have access to a range of options that help me serve the investment needs of my clients keeping their goals in the forefront. My mission is to provide clients with peace of mind, knowing they have a financial plan to keep them on track throughout their investment journey. My conviction is to build meaningful relationships based upon trust, integrity and superior client service. My desire is to have a greater impact on my faith, family and community. The ability to give back from the many blessings I have received motivates the work I do. Securities and investment advisory services offered through Woodbury Financial Services, Inc. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

πŸ“… June is National Men's Health Month. β˜€οΈ With warmer weather around the country, it's a great time to reaffirm your ded...
05/31/2026

πŸ“… June is National Men's Health Month.

β˜€οΈ With warmer weather around the country, it's a great time to reaffirm your dedication to your health.

πŸ‘€ This means more than going for a run or going for a bike ride with the guys. It means taking a broader look at ways to take better care of both body and mind.

🩺 Don't skip your regular check in with your medical team. Don't ignore your mental health, either. And, yes, by all means, look into your fitness routine.

🌱 Taking steps now to improve your overall health will never be something you regret.

Summer means the kids will be out of school, making it an excellent time to plan a family getaway. Check out this list o...
05/26/2026

Summer means the kids will be out of school, making it an excellent time to plan a family getaway. Check out this list of the best summer vacation spots for family fun. These destinations are sure to create lasting memories for you and your loved ones.

All-inclusive? Outdoorsy? Thrilling? We've got something for everyone.

Home of the free, because of the brave. On Memorial Day, we honor and remember those who made the ultimate sacrifice. β€œT...
05/23/2026

Home of the free, because of the brave. On Memorial Day, we honor and remember those who made the ultimate sacrifice. β€œThose who have long enjoyed such privileges as we enjoy forget in time that men have died to win them.” – Franklin D. Roosevelt

There are significant benefits to having your own vegetable garden - eating organically, having better-tasting flavors, ...
05/18/2026

There are significant benefits to having your own vegetable garden - eating organically, having better-tasting flavors, and saving money on groceries. Check out these tips for starting a vegetable garden the right way.

Use this guide to help you plan, prepare, and plant a successful plot that will thrive for years to come.

Today we celebrate Armed Forces Day by recognizing the important role that our military plays in safeguarding our nation...
05/16/2026

Today we celebrate Armed Forces Day by recognizing the important role that our military plays in safeguarding our nation and promoting peace around the world. Thank you for your service and your commitment to protecting our way of life.

It's Bike to Work Day! πŸš΄β€β™€οΈ Ditch your car and hop on your bike to experience the freedom and joy of cycling. Plus, you'...
05/15/2026

It's Bike to Work Day! πŸš΄β€β™€οΈ Ditch your car and hop on your bike to experience the freedom and joy of cycling. Plus, you'll save money on gas and parking, AND get some exercise in before starting your workday. What's not to love?

Motherhood is a selfless act of love that deserves to be celebrated every day. This Mother's Day let's honor and thank t...
05/10/2026

Motherhood is a selfless act of love that deserves to be celebrated every day. This Mother's Day let's honor and thank the incredible moms (of all types) for their unwavering devotion and sacrifices. You are appreciated more than you know.

May 6-12 marks National Nurses Week, a time dedicated to honoring the contributions of our nurses. Thank you for your un...
05/07/2026

May 6-12 marks National Nurses Week, a time dedicated to honoring the contributions of our nurses. Thank you for your unwavering commitment to improving patient health and safety, especially during challenging times.

It takes a special kind of person to be a teacher, someone who is patient, kind, and passionate about helping others. Th...
05/04/2026

It takes a special kind of person to be a teacher, someone who is patient, kind, and passionate about helping others. This week, we honor and thank them for their tireless efforts to shape the minds of our youth. Happy National Teacher Appreciation Week!

Address

2390 W Nordale Drive Unit B
Appleton, WI
54914

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