Taylor Bartels
Service type
It’s free, with no obligation to book
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If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
We provide personalized financial planning that helps individuals and families make confident decisions about their future in a way that is clear, practical, and easy to understand.
Through education, tailored strategies, and ongoing guidance, we help simplify complex financial topics so our clients can achieve financial security and peace of mind with confidence.
Overview
Serves Germantown, WI
3 employees
2 years in business
Business hours
SunClosedMon9:00 am - 5:00 pm
Payment methods
Ask this pro about their preferred payment method.
Services offered
Service type
Work location
My customers travel to me
I work remotely (phone or internet)
Reviews
Exceptional 5.0
6 reviews
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Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Owen S.
Mar 6, 2026
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From Google
Taylor always looks out for his client and clearly has my best interests in mind! Working with Taylor is great and I would highly recommend.
Taylor Bartels's reply
Thank you so much, Owen! I really appreciate you taking the time to share your experience. It’s always a pleasure working with you and helping you reach your goals.
Daniel V.
Jan 16, 2026
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From Google
Thinking about planning ahead for the future is one thing, but knowing when, where, and how can be confusing. Taylor makes the process almost too easy. He explains everything in a way that just makes sense, and gave me a clear outline of how to financially prepare both now and for the future. Taylor is also very personable and very easy to get along with. If youre looking for someone who is responsible, trustworthy, and genuinely cares about helping you I highly recommend Taylor.
Taylor Bartels's reply
Thank you for that wonderful review, Daniel. I really appreciate you taking the time to share your experience. Planning for the future can feel overwhelming, so I’m glad I could help make the process clear and straightforward for you. I’ve enjoyed working with you and look forward to continuing to help you plan both now and down the road.
Ashley M.
Jul 16, 2025
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From Google
Taylor is so easy to work with and helped me make sure I am prepared by planning ahead for my future. I have recommended him to my friends and family and will continue to do so in the future!
Taylor Bartels's reply
Thank you so much for your kind words and continued trust! We're thrilled to hear that working with Taylor has made your financial planning experience smooth and reassuring. Helping clients feel confident about their future is exactly what he strives for. Your referrals mean the world—thank you for sharing your experience with others!
Kylie T.
Jul 14, 2025
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From Google
Extremely personable and dependable! Any financial question I have had has been answered with a vast amount of financial knowledge!
Taylor Bartels's reply
Thank you so much for the kind words! Taylor takes pride in being both personable and dependable, and we're glad to hear his financial expertise has been helpful to you. Whether it’s retirement planning, investment strategies, insurance solutions, or general financial guidance, Taylor is committed to helping clients make confident, informed decisions. If you ever have more questions—or know someone who could benefit from trusted financial advice in the Appleton area—Taylor is here to help!
Aidan H.
Jul 3, 2025
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From Google
Ive been working with Taylor Bartels as my financial advisor, and I couldnt be happier with the experience. As a young adult, planning for my financial future felt overwhelming at first, but Taylor made the entire process easy to understand and approachable. Hes been incredibly helpful, knowledgeable, and always takes the time to explain things in a way that makes sense. Beyond that, hes very personable and genuinely cares about helping me set myself up for success. I highly recommend Taylor to anyone looking for honest, reliable financial guidance!
Taylor Bartels's reply
Thank you so much for the kind words Aidan. I really appreciate you taking the time to share your experience. It means a lot to know that I’ve been able to help make financial planning feel approachable and less overwhelming. I’m passionate about helping young adults build a strong foundation for their future, and I’m glad the process has felt clear and supportive for you!