Company Email Format Management

Wise Planning

Financial Services Seattle, Washington, United States 12 employees

Employees: 12
Contacts: 3
Emails: 3
Phones: 1

wiseplanninginc.com LinkedIn

Wise Planning Overview

Headquarters: Seattle, Washington, United States
Phone Number: Available in AeroLeads
Website: wiseplanninginc.com
Industry: Financial Services
Employees: 12
Founded: 1997
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Fee-Only Financial Planning

About Wise Planning

Wise Planning's holistic financial planning process helps people make informed financial choices and reach their goals. Our financial counseling serves people who may not have the time or expertise to manage their financial lives to their own satisfaction. We take the time to understand each person’s unique situation and develop strategic solutions addressing a range of financial matters. By managing the details, we simplify our clients’ lives. At Wise Planning we sell no financial products and accept no commissions or fees from providers of other services or products. We are compensated solely through fees for service. This arrangement permits us to objectively evaluate needs and guide clients to the cost-efficient financial products that best serve their interests.

Wise Planning Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 1; 25.0% coverage

Wise Planning Org Chart

Sample employees and titles

Name	Title	Location	Contact
Mike Burke	Account Services Manager at Wise	Chicago, Illinois, United States	Email Phone
Lesley Wallace	Planner at Wise Planning - Aspiring Cfp	Dallas, Texas, United States	Email
Holly Pulliam	Operations & Client Service Manager	Greater Seattle Area, United States	Email
Sierra Bennett	Steelcase Chicago Client Business	Dixon, Illinois, United States	View