Exencial Wealth Advisors in Old Lyme

Heures d'ouverture

Lundi: 08:00 - 17:00
Mardi: 08:00 - 17:00
Mercredi: 08:00 - 17:00
Jeudi: 08:00 - 17:00
Vendredi: 08:00 - 17:00

M-F 8am-5pm, Sa-Su Closed

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Exencial Wealth Advisors Prestataire de services

83 Halls Road, Suite 205
06371 Old Lyme

8604345999
https://exencialwealth.com/

Diane Di Marco, Executive Assistant at Exencial Wealth Advisors in Old Lyme, Connecticut

Jean Wilczynski, CFP® Senior Wealth Advisor at Exencial Wealth Advisors in Old Lyme, Connecticut

Description

Founded in 2003, Exencial Wealth Advisors is a fiduciary and national Registered Investment Advisory firm providing expert CPA, CFA, CFP®, and CIMA®-led wealth management services, including financial planning, tax planning, estate planning, risk management, and customized investment strategies with a focus on individual stocks, bonds, options, ETFs, and mutual funds.

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