1. Endowment Wealth Management

1. Endowment Wealth Management

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Appleton, WI

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Endowment Wealth Management

5.0 (1 review)
Open • 8:00 am - 5:00 pm

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Services - Endowment Wealth Management

Estate planning

Inheritance planning

Insurance planning

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16 days ago

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I see three reviews here that are not good. That is certainly not encouraging, but they seem to be…read moreat odds with what I have researched about this company. I have just purchased a Medicare Supplemental High Deductible Plan F policy. The plan does not become effective until June 1st, therefore I have not yet experienced claims service. I will only comment on the excellent, courteous and helpful conversation with Jessie Fish. I do not recall if she works at the Appleton, Wisconsin Operations Center or the Minneapolis, Minnesota Corporate Offices. She spent a considerable amount of time with me on the phone answering all of my questions about the policy, and I decided to purchase. Should I discover as time goes by that my claims experience (or anything else) is below par, I will update this review. However, just based on the expert and knowledgeable help I received, along with "A++ A.M. Best" review as well as a low-cost policy premium, I am willing to try them out. For the excellent help and information about their policy that I received on the phone, I give a 5-star review. After I have experienced several months of claims service, I will update this review.

they cheated my brother & I out of the cash value left in my mother's universal life insurance but…read morepaid the death benefit. I reported it to two insurance commissioners of WI, the Nation, the governors office, president Biden & Trumps administration, state representatives, the senate & congressmen of all states, the federal & local courts and all they do is shuffle paperwork around and close my cases. they have yet to pay out my fathers two life insurance plans for the sale of his business and he died in 2001. it was collateral in case the person buying the business Bruce Ward Loberg died before paying off the buyout. They knew exactly where to find me I was a policy holder with them.

Endowment Wealth Management - financialadvising - Updated July 2026

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