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Edify Financial Planning

Edify Financial Planning in Waukesha, WI
1906 Marliz Dr., Waukesha, WI 53189
(262) 955-7715

Contacts

Street address:
1906 Marliz Dr.

City / suburb:
Waukesha

County:
Waukesha

State:
Wisconsin

ZIP code:
53189

Phone:
(262) 955-7715 (Primary Phone)

GPS Longitude:
-88.2299880981445

GPS Latitude:
42.9814529418945

Business description

Providing Fee Only Financial Planning Services to Waukesha, Milwaukee and Lake Country Wisconsin

At Edify Financial Planning, I (Brandon Marcott) provide holistic financial planning for clients who view money not simply as a means to an end, but as a fulfilling responsibility to improve the lives near to us. I work with young individuals. and families who want to align their financial life with their community, spiritual, and family life. I provide planning on a fee-only basis, meaning that your interests are the only ones I care about

General information

Business data
City / suburb: Waukesha, WI
County: Waukesha
Products

investing services, investment advisory services, financial services, financial planning services, financial analysis services, investment services

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More details about this business

According to our records, this business is located at 1906 Marliz Dr. in Waukesha (in Waukesha County), Wisconsin 53189, the location GPS coordinates are: 42.9814529418945 (latitude), -88.2299880981445 (longitude). Edify Financial Planning is categorized under Financial Advisory Services. You can contact the company by phone at (262) 955-7715.
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