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ClaimFinancial Services Muncie, IN
Wealth Strategies, Inc. is a financial services firm whose professionals provide comprehensive financial, estate and investment planning. We concentrate on advising individuals, including CEOs and other senior executives, business owners, and families. As independent advisors, we are committed to providing unbiased advice when it comes to your financial services needs.
Specialties
Wealth Planning and Preservation Strategies, Retirement and Pension Planning, Investment Priority Planning, Insurance Planning, Income Replacement, Estate Planning, Employee Benefits Analysis
Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA) member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. Please visit our website for additional disclosures.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
Muncie, IN
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Year founded
Founded 1997
1 Locations
- Muncie , IN
Service Lines
Select Focus Area
- Financial Advising & Planning
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- Retirement Planning
- 100%
- Insurance Services & Brokers Focus Group
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- Health Insurance
- 35%
- Life Insurance
- 35%
Industries
No Industries have been added yet…
Clients
No Clients have been added yet…
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