Wealth Partners Financial Services

Financial Services - Mequon, WI, US

Wealth Partners Financial Services Employees
Jared Thompson

Founder and Financial Adviser

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Steven Lamb

investment and planning specialist

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Chase DuChateau

Financial Document Processing Specialist

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Maddie Wood

Business Development Manager | Marketing Specialist

Contact Maddie Wood

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Wealth Partners Financial Services Details

As an independent financial planning & investment management firm, we represent our clients and their interests rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent or subsidiary business entities, we have no such ties. Our independence is vital to delivering objective, unbiased recommendations.Our CommitmentWhen you choose our financial planning and investment management services, you benefit by obtaining comprehensive advice from a team of highly qualified professionals - individuals with vast experience in addressing your unique needs and goals.Content posted by other parties does not necessarily represent the views of Wealth Partners or Ameriprise Financial Services. Content is for general purposes only and is not an offer to buy or sell any security. Ameriprise Financial Services does not provide tax or legal advice. FINRA: www.finra.org SIPC: www.sipc.org

Wealth Partners Financial Services logo, Wealth Partners Financial Services contact details
Website: wpfs.net
Employees: 5 - 9
HQ: 262-240-1111
Location: Mequon, WI, US
Revenue: 1 - 2.5 Million
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