Wealth Management Independence

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Our mission is to work with individuals and teams who have the entrepreneurial spirit to own their firm and to build their own practice exactly the way they desire while serving their clients as a true fiduciary.

Company Details

Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Website
http://www.wminyc.com
Keywords
WMI was founded to educate and recruit the wealth management industry's top financial advisors..
Competitors
Fisher Investments, Trillium Trading, Merrill Lynch, M&T Bank, Principal Financial Group, BNY, North Ridge Wealth Planning.
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