Exit 59 Advisory
Financial Services
211 N Union St
3 employees
- Employees
- 3
Exit 59 Advisory Overview
- Headquarters
- 211 N Union St
- Website
- exit59advisory.com
- Industry
- Financial Services
- Employees
- 3
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Exit 59 Advisory
Helping You Enjoy Your Wealth Today Without Having to Worry About Running Out Tomorrow. We are a different type of wealth management firm that is designed to help you use your money, not save it. You’ve worked too hard for too long to not enjoy what you’ve built. We strive to help retirees and those making their exit to maximize income and minimize taxes so they can maximize living. We do this through our "purpose-based planning" process. Evan is both a Certified Financial Planner practitioner as well as an IRS Enrolled Agent. In partnership with Mariner Advisor network we offer financial planning, tax planning and preparation, trust and estate services, and customized investment management. Want to learn more? Schedule a time to chat today: https://calendly.com/ebeach-vfy/introductory-call Investment Advisory Services are offered through Mariner Platform Solutions (MPS), a SEC Registered Investment Adviser. Exit 59 Advisory and MPS are not affiliated entities.
Exit 59 Advisory Contact Details
- People in AeroLeads
- 1
Exit 59 Advisory Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Pawel Bartoszek | President at Exit 59 | New York City Metropolitan Area, United States |
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