McGlone Suttner Wealth Management of Appleton
Run a free full auditContact Information
-
Address
3501 E Evergreen Dr Suite A
Appleton, WI -
Phone
(920) 733-3872 -
Website
mcglonesuttner.com
Location
About McGlone Suttner Wealth Management of Appleton
McGlone Suttner Wealth Management of Appleton is a financial planner in Appleton, WI, located at 3501 E Evergreen Dr Suite A. The firm operates as a fiduciary Registered Investment Advisory Firm specializing in comprehensive financial planning and personalized wealth management. Services include investment management, retirement planning, tax reduction planning, family wealth planning, and financial strategies regarding debt, cash, and spending management.
The firm provides custom portfolio design based on individual financial needs, goals, and time horizons. Their investment services include comprehensive portfolio reviews to align strategies with risk tolerance, ongoing monitoring, and regular performance reviews. They also offer guidance for employer-sponsored retirement plans, such as 401(k) allocations and contribution strategies. To assist with estate planning, the team provides help with titling and beneficiary designations. Client communication includes special reports on tax reduction and regular updates to keep clients informed on important financial topics.
The professional team includes Senior Partners Thomas J. Suttner, CFP, CLU, ChFC and Jason A. McGlone, CFP, MSFS. Other staff members include Keith F. Peters, CFP, VP and Senior Wealth Advisor; Peter G. Van Beek, CFP, ChFC, Senior Wealth Advisor; Matthew C. Suttner, Wealth Advisor; J. Matthew Tuccini, CFP, Wealth Advisor; Nate C. Klutz, Wealth Advisor; and Eliot C. Bares, CFP, MBA, Strategic Planning Manager. The firm also employs several client relations specialists and operations associates to support their advisory services.
McGlone Suttner Wealth Management of Appleton holds a 5.00 rating based on customer reviews.
BizScoreAI gives McGlone Suttner Wealth Management of Appleton a Performance score of 88 out of 100. This high rating reflects how quickly the website loads, which keeps visitors on the page and is one of the factors search engines use in ranking. The firm receives a Discoverability score of 75 out of 100. Additionally, the business ranks number 2 of 4 Financial Planner businesses that BizScoreAI has scored in Appleton.
Score Summary
BizScoreAI scanned the website mcglonesuttner.com on July 2, 2026. McGlone Suttner Wealth Management of Appleton has a BizScore of 50 out of 100.
- AI Visibility30 out of 100
- SEO70 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 3 of 25 points, Content Readiness 10 of 30 points, AI Trust Signals 12 of 20 points.
Website audit sub-scores (out of 100): On-Page 58, Technical 79, Performance 88, Content 55.
Strengths: 6 checks passed. AI Crawler Access, AI Content Blocking, Rich Schema Types, Local Multimedia, About/Team Page, XML Sitemap.
Areas to improve: 12 checks. llms.txt (failed), FAQPage Schema (failed), Google Business Profile Link (failed), LocalBusiness Schema (failed), Third-Party Review Links (failed), Q&A Content (failed), Organization Schema (warning), Speakable Schema (warning), Hyperlocal Targeting (warning), AI-Parseable Headings (warning), Meta Description (warning), Author Signals (warning).
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Browse: Businesses in Appleton, WI · Financial Planner in Wisconsin · Businesses in Wisconsin
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