Sue Wilkinson

Office Manager at Wingate Wealth Advisors, Inc. - Lexington, MA, US

Sue Wilkinson's Colleagues at Wingate Wealth Advisors, Inc.
Cara Whipkey

Senior Client Relationship Administrator

Contact Cara Whipkey

Kathleen Ford

Investment Account Services/Operations

Contact Kathleen Ford

Carol Cfp

Financial Consultant

Contact Carol Cfp

Jenifer Cannon

Director of Business Development

Contact Jenifer Cannon

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Sue Wilkinson's Contact Details
HQ
781-862-7100
Location
Company
Wingate Wealth Advisors, Inc.
Sue Wilkinson's Company Details
Wingate Wealth Advisors, Inc. logo, Wingate Wealth Advisors, Inc. contact details

Wingate Wealth Advisors, Inc.

Lexington, MA, US • 20 - 49 Employees
Financial Services

Wingate Wealth Advisors is an independent, fee only, wealth management and financial planning organization dedicated to serving the personal financial needs of individuals and families.Since 1986, we have been providing financial guidance that is objective, tailored, and collaborative. Our integrated approach begins with a planning process to ensure your investment strategy is aligned with your needs, goals, and circumstances.

Financial Planning Investment Management Financial Services Financial Advisory Services
Details about Wingate Wealth Advisors, Inc.
Frequently Asked Questions about Sue Wilkinson
Sue Wilkinson currently works for Wingate Wealth Advisors, Inc.
Sue Wilkinson's role at Wingate Wealth Advisors, Inc is Office Manager.
Sue Wilkinson's email address is ***@wingatewealthadvisors.com. To view Sue Wilkinson's full email address, please signup to ConnectPlex.
Sue Wilkinson works in the Financial Services industry.
Sue Wilkinson's colleagues at Wingate Wealth Advisors, Inc. are Teo Ferreira, Cara Whipkey, Kathleen Ford, Carol Cfp, Arthur Linden, Jennifer Roberts, Jenifer Cannon and others.
Sue Wilkinson's phone number is 781-862-7100
See more information about Sue Wilkinson