Building wealth in every stage of life takes forethought, discipline and attention to detail. WJ Financial Advisors, LLC brings the expertise, experience and personalized attention to navigate your financial opportunities & obligations. 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. WJ Financial Advisors, LLC provides personalized confidential financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, not-for-profit corporate entities and small businesses.
We always have the best interest and goals of the client in mind. WJ Financial Advisors, LLC provides personalized confidential financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, not-for-profit corporate entities and small businesses.
Services
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. It is our strong belief that customer service suffers when an Advisor has too many clients.
Our initial conversation will cover the details of your "financial life." Instead of having clients fill out a form, we find our conversational method as a much more effective process in collecting the data we need. We will develop a baseline forecast inclusive of income, major expenses, savings and required investment returns.
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