Traci Wisard's Colleagues at Field Financial Strategies, LLC
Traci Wisard's Contact Details
Lewis Center,Ohio,United States
Field Financial Strategies, LLC
Traci Wisard's Company Details
Field Financial Strategies is a boutique financial practice that advises successful professionals, business owners, and physicians around the country on the unique opportunities and challenges created by their success. We offer sophisticated solutions with a focus on providing a "personal touch." We partner with a variety of the nation's top asset management firms and because we are not restricted to one company's particular set of financial products, our ability to provide you objective and unbiased advice is enhanced. This, coupled with our commitment to holding our clients' interests in the highest regard, allows us to create a unique experience for our clients.We invest significant time and resources in cultivating the expertise demanded by complex financial situations. We cultivate a deep understanding of your needs and partner with you to develop and implement strategies to confidently accomplish your goals.Field Financial Strategies is not owned or operated by New York Life Insurance Company or its affiliates.Joel Field is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Joel Field is also an Agent with New York Life Insurance Company and Registered Representative offering securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 420 Lexington Ave., 15th FL, New York, NY 10170, 646-227-8000. Not licensed in all jurisdictions. CA ins lic #0K64032.Neither Field Financial Strategies nor New York Life Insurance Company or its agents provide tax, legal, or accounting advice. Please consult your tax, legal, or accounting adviser before making any decisions. Any testimonial on this site is based on an individual's experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.