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ClaimFinancial Planner in Dover, Delaware
Wealth Management Group was founded in 2001 by the partners of Raymond F. Book & Associates, P.A. CPAs to satisfy a need in the marketplace where expert financial planners could implement tax efficient investment strategies for clients whereby results could be continuously monitored and changes made when necessary. It was essential that the clients' interests are first and foremost in any decision thus WMG chose to deliver advisory services for individuals, businesses, trusts, not for profits and retirement plans using a fee based model. We offer an advisor relationship built on personal trust and company-wide integrity.
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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
Dover, DE
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Year founded
Founded 2001
1 Locations
- Dover , DE
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