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Waypoint Financial

  1. Wisconsin

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Address: 109 E Badger St, Waupaca, WI 54981, USA
Phone: (715) 258-8822
State: Wisconsin
Zip Code: 54981


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Suzanne Udoni has been my financial planner for many years. As a single woman - I would worry that I would somehow mess up and end up homeless and eating cat food as an elderly person. That is fear. Suzanne has helped me make sure that I have a plan in place for every stage of my life... now and in the future. I don't worry about money matters any more. I call her my "money shrink." We are now planning on ways to expand my business and I am purchasing a historic building in Oshkosh for my optometric practice. I don't think this would be happening without Suzanne's ability to communicate financial matters in a way that I can understand.
9 years ago (29-09-2017)
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