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WJ Financial Advisors, LLC was founded in 2006 with the objective of delivering outstanding financial solutions, centered on individual attention. We always have the best interest and goals of the client in mind.
https://wjadvisors.com/contact-us/
https://wjadvisors.com/about-us/
About Us. WJ Financial Advisors, LLC was founded on the principles of exceptional service and individualized attention. We invest time with each client to get to know their goals and objectives. Each client at WJ Financial Advisors, LLC understands we have a vested interest in your success.
https://wjadvisors.com/services/
Manage, Monitor, Measure. A customized summary statement is provided by WJ Financial Advisors, LLC to provide a “one-page financial snapshot” on a quarterly basis. This snapshot is customized for your specific needs and will explain actions taken (or soon to be taken) with regard to the stewardship of your assets. Contact Us Today >.
WJ Interests, LLC. has provided Fee-Only financial advice to individuals, families and businesses since 1996. We do not sell products or receive commissions from any source. Simply put, our goal is to provide advice that is in your best interest, based on your financial needs and goals. When you succeed, we succeed. READ MORE.
With two offices in New Jersey and one in Connecticut we are fiduciaries specializing in integrated fee based financial planning, estate planning and tax planning services along with investment management and tax preparation.
https://wjwealth.com/what-we-do/comprehensive-financial-planning/
WJ financial plans are made up of two parts: A plan that identifies your goals and the steps needed to meet those goals. This can include an analysis of your insurance policies/coverage, tax situation, wills, and other items. A financial projection that helps answer the “ifs, ands or buts” of your plan. Our unique and self-designed software ...
https://wjwealth.com/client-portal/
View information and links to our client portals including the WJ Client Investment Portal, WJ Client Financial Planning Portal and the WJ iPad App. 281-634-9400 [email protected] client portals Who We Are
https://www.linkedin.com/in/joseph-giaccone-5008744b
WJ Financial Advisors, LLC. Jul 2014 - Present7 years 2 months. Killingworth, CT. WJ Financial Advisors, LLC was founded in 2006 with the objective of delivering outstanding financial solutions ...
https://www.yelp.com/biz/jw-financial-advisors-santa-rosa
JW Financial Advisors was established to provide clients with a no-pressure way to obtain financial advice from a professional who is not compensated by any provider of financial products. Because we are an Investment Advisory Firm, we have a fiduciary responsibility to recommend only what is solely in our clients best interest.
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