At Wheeler Financial Solutions we are committed to helping individuals and businesses identify and evaluate their financial goals, develop a strategy that is right for them, and monitor and revise that strategy as individuals endure life changes and businesses mature and evolve. Dedicated to creating an exceptional customer experience, we believe in maintaining relationships with our clients based on trust, transparency, integrity, and commitment.
Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Wheeler Financial Solutions, 535 Wellington Way, Suite 240, Lexington, KY 40503, (859)219-2400. This communication is strictly intended for individuals residing in the states of AL, CA, KY, SC, TX, and WV. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
Company Details
- Employees
- 12
- Founded
- -
- Address
- 535 Wellington Way,
- Phone
- +1-859-219-2400
- in****@****ial.net
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- wheelerfinancial.net
- Keywords
- Financial Services, Investment Adviser, Retirement Planning, Education Planning, Legacy & Estate Planning, Accounting Services, Outsourced CFO Services, Business Planning.
- HQ
- Lexington, KY
- Competitors
- Wheeler Financial LLC.
Wheeler Financial Solutions Questions
Wheeler Financial Solutions's helpline number is +1-859-219-2400
Wheeler Financial Solutions's website is wheelerfinancial.net
Wheeler Financial Solutions's LinkedIn profile is https://www.linkedin.com/company/wheeler-financial-solutions
Wheeler Financial Solutions has
12 employees.
View email and phone details for 12
employees at Wheeler Financial Solutions.
Wheeler Financial Solutions's industry is
Investment Management
Wheeler Financial Solutions's top competitors are
Wheeler Financial Llc.
Wheeler Financial Solutions's support email address is info@wheelerfinancial.net
Wheeler Financial Solutions's categories are Investment Management
Wheeler Financial Solutions's founding year is 2006
