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.

When failure is not an option, success is just around the corner.
06/22/2026

When failure is not an option, success is just around the corner.

Did you know that the first Father's Day was celebrated in 1910? It was established to recognize the vital role fathers ...
06/21/2026

Did you know that the first Father's Day was celebrated in 1910? It was established to recognize the vital role fathers play in the lives of their children and families. Take this opportunity to express gratitude and make your dad feel extra loved on this special day.

Did you know that Alzheimer's disease is the most common form of dementia? It affects millions of people worldwide, impa...
06/15/2026

Did you know that Alzheimer's disease is the most common form of dementia? It affects millions of people worldwide, impacting memory, thinking, and behavior. During Alzheimer's and Brain Awareness Month, let's educate ourselves and others about the importance of brain health.

The American flag consists of 13 alternating red and white stripes, representing the original 13 colonies, and a blue fi...
06/14/2026

The American flag consists of 13 alternating red and white stripes, representing the original 13 colonies, and a blue field with 50 white stars, symbolizing the states. What a wonderful representation of the unity and the collective strength of our nation. Happy Flag Day!

You've done the hard work. Now come the fun choices.A life well-lived doesn't have to be extravagant. One moment you may...
06/08/2026

You've done the hard work. Now come the fun choices.

A life well-lived doesn't have to be extravagant. One moment you may crave that favorite food from childhood, the next an elegant wine at a table under the stars, and finally a chef-inspired dream you talk about for years to come. There are no wrong answers to how you experience joy. Only the freedom to celebrate the way you deserve, thanks to the good decisions you've made along the way.

Savor every bite. You've earned it.

📅 June is National Men's Health Month. ☀️ With warmer weather around the country, it's a great time to reaffirm your ded...
05/31/2026

📅 June is National Men's Health Month.

☀️ With warmer weather around the country, it's a great time to reaffirm your dedication to your health.

👀 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. “T...
05/23/2026

Home of the free, because of the brave. On Memorial Day, we honor and remember those who made the ultimate sacrifice. “Those 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.

Address

2390 W Nordale Drive Unit B
Appleton, WI
54914

Telephone

+19209392005

Website

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