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At Wipfli Financial, we see things differently. We opened for business in 1999 with a mission to make objective, fiduciary-focused financial advice available to the everyday investor. Nearly two decades later, we`ve taken this mission across the country to help a range of clients feel confident in their financial future, from individual investors and families to small businesses and retirement plans. It starts with a CPA-based service philosophy. Joining forces with one of the nation`s leading CPA firms has not only enabled us to further our mission — it has allowed our clients to benefit from full-spectrum advice that can solve their most pressing financial challenges. Instead of a static, one-size-fits-all strategy, we`re equipped to integrate their financial, tax, insurance and investment needs into a cohesive plan designed to make their long-term goals a reality. By pairing the power of interactive planning technology with the knowledge and experience of our advisory team, we`re dedicated to helping our clients make the best possible decisions for their financial future, every stage of their lives.
Strategic Financial Solutions, a proudly employee-owned company, is a leading financial services company that provides comprehensive debt relief solutions for people in difficult financial situations. Through its personalized, tailored approach that includes debt consolidation loans and debt resolution programs, Strategic Financial Solutions has successfully resolved more than a billion dollars in consumer debt for over 100,000 clients across the country. We have worked diligently for the past 11 years to build a world-class organization worthy of the recognition and respect of leading bench-marking organizations and some of the most highly respected media outlets. For the last three years Strategic Financial Solutions has been ranked as one of the Best Companies to Work for in New York State. Prior to that, in 2015 and 2016, Strategic Financial Solutions was named by Crain`s New York Business to its Fast 50 Companies list. The company has also been recognized by the INC. 500 company as one of the fastest growing private companies in the United States.
Advantage Financial Planning Inc is a Hialeah, FL-based company in the Financial Services sector.
DepositNow is a San Francisco, CA-based company in the Financial Services sector.
Springsted is a Saint Paul, MN-based company in the Financial Services sector.