Exencial Wealth Advisors in Old Lyme

Horário de funcionamento

Segunda-feira: 08:00 - 17:00
Terça-feira: 08:00 - 17:00
Quinta-feira: 08:00 - 17:00
Sexta-feira: 08:00 - 17:00

M-Tu 8am-5pm, W Closed, Th-F 8am-5pm, Sa-Su Closed

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Exencial Wealth Advisors Prestador de serviços

83 Halls Road, Suite 205
06371 Old Lyme

8604345999
https://exencialwealth.com/

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

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

Descrição

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.