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ContactsEdit
| Street address: | 1906 Marliz Dr |
| City / suburb: | Waukesha, WI |
| Zip code: | 53189 |
| Phone: |
(262) 955-7715 (Primary Phone) |
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| Contact title: | |
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| Fax: | |
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Business descriptionEdit
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 informationEdit
Categories
- Business Services Financial Investment Advice Financial Advisory Services
Business data
| Estimated number of employees: | ||
| Annual sales estimate: | ||
| City / suburb: | Waukesha, WI |
Products
investing services, investment advisory services, financial services, financial planning services, financial analysis services, investment services
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