Wisepath Financial Group

Wisepath Financial Group

Financial Services 806 Green Valley Rd 11 employees
Employees
11
Contacts
3
Emails
3
Phones
1

Wisepath Financial Group Overview

Headquarters
806 Green Valley Rd
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
11
Founded
2017
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Wisepath Financial Group

Many individuals across the United States have a lifetime to plan for retirement. It's essential that your retirement income is designed to last, ensuring financial assistance for potential long-term care needs and leaving a substantial legacy for the generations to come. That's why we structure financial strategies to make your retirement stress-free. Most retirement strategies only focus on accumulating as much money as possible until retirement, not accounting for inflation and how much retirees need to spend for a comfortable life with or without long-term care. We use a different approach by making sure you could potentially increase your retirement income with the some guarantees, without any more out of pocket now. Instead of having to catch up, we want you to enjoy a smooth retirement without worrying about the money. We work closely with Elder and Estate Law Firms to help them protect client assets without necessarily triggering a taxable event or causing other legal complications. Wisepath Financial Group is authorized to conduct life insurance and securities business in NC and may be licensed in other states. Financial Professionals cannot conduct life insurance or securities business in states in which they are not licensed. Registered representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Wisepath Financial Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. This communication is not a recommendation or endorsement of any product, service, security or issuer. Third party posts do not reflect the views of Wisepath Financial Group and have not been reviewed for completeness and accuracy. For additional information, refer to the following consumer websites: FINRA.org, SIPC.org.

Wisepath Financial Group Contact Details

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

Wisepath Financial Group Org Chart

Sample employees and titles
Name Title Contact
G. Thomas Horner, Mba Financial Professional at Wisepath
Email
Caitlin Andrews Pediatric Speech and Language
View
Jesse Andrews, Cltc® Lifelong Learner - Financial
Email Phone
Cristian Diaz Appointment Setter/ Spanish Interpreter
Email

Employees by Management Level

Individual contributor 4 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 0
Executive 1 1 0
General 1 1 0

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