Woita & Associates Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

Woita & Associates is a small independent financial services firm based in Altoona, Wisconsin. Its practice centers on helping individuals and businesses by assembling a holistic view of their financial situations, with an emphasis on offering accessible, innovative tools to address specific client needs. The firm describes its approach as team-oriented and supported by established professionals and resources, aiming to provide reassurance that clients’ personal, business, and financial futures are being considered.

Serving a niche within the financial services sector, Woita & Associates positions itself as a collaborative, client-focused advisor capable of handling complex financial scenarios through a comprehensive, integrated service model. Though the firm emphasizes its independence, it operates from Altoona with a small professional team, suggesting a personalized, high-touch engagement for clients seeking tailored financial planning and advisory support.

Find Woita & Associates employees' phone numbers or email addresses

Woita & Associates Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Woita & Associates's Leadership

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    P. W.
    President
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  • Stylized image of a person
    Z. D.
    Director Of Planning
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    S. S.
    Manager, Operations
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  • Stylized image of a person
    D. E. H.
    Financial Advisor-Senior Associate
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    B. B.
    Client Service Associate
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    C. B.
    Client Service Representative
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    S. S.
    Consultant
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  • Stylized image of a person
    S. H.
    Client Service Associate
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Woita & Associates Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Consultant
  • Accounting
  • Administrative
  • Other

Contact profiles from Woita & Associates

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. W.
    President
    Phone icon
    United StatesWisconsin
    Aug 06, 2024
  • Stylized image of a person
    Z. D.
    Director Of Planning
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    S. S.
    Manager, Operations
    Phone icon
    Jul 07, 2024
  • Stylized image of a person
    D. E. H.
    Financial Advisor-Senior Associate
    Phone icon
    United StatesWisconsin
    May 31, 2026
  • Stylized image of a person
    B. B.
    Client Service Associate
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    Oct 22, 2024
  • Stylized image of a person
    C. B.
    Client Service Representative
    Phone icon
    United StatesWisconsin
    Oct 18, 2024
  • Stylized image of a person
    S. S.
    Consultant
    Phone icon
    United StatesWisconsin
    Oct 17, 2024
  • Stylized image of a person
    S. H.
    Client Service Associate
    Phone icon
    United StatesWisconsin
    Jun 02, 2026

Frequently Asked Questions

What is Woita & Associates known for?

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Woita & Associates operates in the Financial Services industry. The company's main headquarters is located in 2411 North Hillcrest Parkway Suite 4 Altoona, Wisconsin 54720 United States; you can contact the main corporate office by phone at . Explore Woita & Associates's company overview page for more information.

What is Woita & Associates's most common email format?

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Woita & Associates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Woita & Associates email formats with LeadIQ.

How many employees does Woita & Associates have currently?

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Woita & Associates has approximately 8 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Woita & Associates's key employees and leadership?

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As of February 2026, Woita & Associates's key employees include:

  • President: P. W.
  • Director Of Planning: Z. D.
  • Manager, Operations: S. S.
  • Financial Advisor-Senior Associate: D. E. H.
  • Client Service Associate: B. B.

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