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    Wjl Financial Advisors, Llc

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    Description

    • WJL Financial Advisors works primarily with clients in the midst of or contemplating some kind of career transition (job change, second career, early retirement etc.) I help clients answer questions such as: What should I do with my 401K? What cash flow strategies can help during this transition? When I can I retire? Can I afford to leave my corporate career behind and do what I really want to do? How can we best pay for college for our children without jeopardizing our retirement? How should we plan for Long Term Care? In addition to creating a financial plan I will work with you to develop a retirement portfolio using low cost index funds designed to allow you to meet your goals while effectively managing your investment risk. I charge an affordable fee for this service. For higher net worth clients with meaningful assets in taxable accounts or other complex tax or estate planning needs I offer an annual advisory program that includes financial and estate planning, investment management and tax planning and preparation for a flat annual fee.
    • location

      Headquarters:16 Ward Place , Chatham, New Jersey, United States

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    • Wjl Financial Advisors, Llc phone

      Phone Number: +1 973-635-0158

    • Wjl Financial Advisors, Llc website

      Website: https://www.wjladvisors.com

    • Wjl Financial Advisors, Llc employees

      Employees:4

    • Wjl Financial Advisors, Llc revenue

      Revenue:$0 - 1M

    • Wjl Financial Advisors, Llc legal name

      Legal Name:Wjl Financial Advisors, Llc

    • Wjl Financial Advisors, Llc's Social Media

      Wjl Financial Advisors, Llc linkedin
    • done Is this data correct?

    • |  NAICS Code: 524126  |

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    Person level website identification

    Owner for Wjl Financial Advisors, Llc

    Billy Lavalle

    Owner

    Person level website visitor identification

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    View Employees

    Billy Lavalle

    Owner

    Frequently Asked Questions regarding Wjl Financial Advisors, Llc

    • Where are Wjl Financial Advisors, Llc's Headquarters?

      Wjl Financial Advisors, Llc's Headquarters are in 16 Ward Place ,Chatham,New Jersey,United States

    • What is Wjl Financial Advisors, Llc's phone number?

      Wjl Financial Advisors, Llc's phone number is +1 973-635-0158

    • What is Wjl Financial Advisors, Llc's official website?

      Wjl Financial Advisors, Llc's official website is https://www.wjladvisors.com

    • What is Wjl Financial Advisors, Llc's Revenue?

      Wjl Financial Advisors, Llc's revenue is $0 - 1M

    • What is Wjl Financial Advisors, Llc's NAICS code?

      Wjl Financial Advisors, Llc's NAICS code is 524126

    • How many employees are working in Wjl Financial Advisors, Llc

      Wjl Financial Advisors, Llc has 4 employees

    • What is Wjl Financial Advisors, Llc's Industry?

      Wjl Financial Advisors, Llc is in the industry of Financial Services

    • Who is Wjl Financial Advisors, Llc's Owner?

      Wjl Financial Advisors, Llc's Owner is Billy Lavalle

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