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.

How would your family’s quality of life be financially impacted by your absence? Life insurance can help prevent additio...
09/01/2026

How would your family’s quality of life be financially impacted by your absence? Life insurance can help prevent additional tragedies beyond your death. Call us today for a free analysis.

It’s no secret that gardening can have a major impact on stress relief, but it also has many other health benefits. Chec...
08/23/2026

It’s no secret that gardening can have a major impact on stress relief, but it also has many other health benefits. Check out these healthy reasons to get out in the sun and get that garden going!

UT Medicine clinicians delve into a range of benefits associated with gardening

Summer vacation doesn’t have to cost a fortune. This list of activities can help you and your kids connect with your com...
08/18/2026

Summer vacation doesn’t have to cost a fortune. This list of activities can help you and your kids connect with your community, discover little known local spots, rejuvenate your home and build healthy habits. Best part? Every item on this list is FREE!

Whether you’d rather be outside or enjoy the AC, we’ve got ideas for you. Here are 100 free summer activities for kids of all ages, from the young to the young-at-heart.

💡 Your legacy: a beacon of light in a changing world! 💡During this special month, let's remember that our legacy isn't j...
08/15/2026

💡 Your legacy: a beacon of light in a changing world! 💡

During this special month, let's remember that our legacy isn't just about our achievements—it's about the values we hold dear and the positive change we create. Share your wisdom, uplift others, and be the guiding light that illuminates the path for future generations. ✨

🌍 Leave footprints that inspire generations! 🌍August is What Will Be Your Legacy Month, reminding us that every action w...
08/12/2026

🌍 Leave footprints that inspire generations! 🌍

August is What Will Be Your Legacy Month, reminding us that every action we take matters. Each word of encouragement, each act of kindness, can ripple through time and touch countless lives. Let's make our legacy one of love, compassion, and empowerment! 💚

🌟 August is the month to ponder our legacy! 🌟Reflect on your past and your future goals to consider what you will be lea...
08/09/2026

🌟 August is the month to ponder our legacy! 🌟

Reflect on your past and your future goals to consider what you will be leaving behind for future generations. As we reflect on our lives, let's remember that our legacy isn't just about money or possessions—it's about the impact we make on the lives of others. Take a moment today to think about the positive mark you want to leave on this world. 💫

Our thoughts and prayers are with the many people in the Menasha, Appleton, and Neenah communities impacted by the EF-3 ...
08/03/2026

Our thoughts and prayers are with the many people in the Menasha, Appleton, and Neenah communities impacted by the EF-3 tornado that ripped a path of destruction through the Fox Cities. Thankfully no lives were lost, but the homes and businesses of many of our friends and neighbors were damaged, and some demolished. If you or someone you know needs recovery assistance, contact 211 by phone or visit https://211wisconsin.commuityos.org/ to be connected to this free resource, available 24/7.

Planning ahead of time can make all the difference when it comes to hosting a successful tailgate party. Check out this ...
07/31/2026

Planning ahead of time can make all the difference when it comes to hosting a successful tailgate party. Check out this article for tailgate-friendly recipes (football-shaped brownies – yum!) and creative tips that will bring your party to the next level.
https://thefrugalgirls.com/2022/09/tailgating-tips-and-tricks.html

Happy International Friendship Day! Friendships help us build bonds of camaraderie and trust. Through good times and bad...
07/30/2026

Happy International Friendship Day! Friendships help us build bonds of camaraderie and trust. Through good times and bad, your friends provide support, acceptance and companionship. This Friendship Day, let’s celebrate those small moments that unite us all.

Address

2390 W Nordale Drive Unit B
Appleton, WI
54914

Telephone

+19209392005

Website

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