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    Finley Wealth Management

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    Description

    • Finley Wealth Management a Fee-Only Registered Investment Advisor, was founded with the goal of creating a firm that eliminates the conflicts of interest inherent in the advisor/client relationship. The firm has a unique focus on helping women in or near retirement who are facing a life transition, due to a divorce or the death of their spouse. We are a Dimensional Funds approved advisor and utilize only evidence based investing. An unbiased approach and a dedication to personal service has earned the firm both local and national recognition. Guide to Americas Top Financial Planners Published by the Consumer Research Council of America, an independent research company based in Washington, D.C. Best In Client Satisfaction for Wealth Managers in the Gulfshore Life Readers Polls four consecutive years in a row.
    • location

      Headquarters:10600 Chevrolet Way Suite 101, Estero, Florida, United States

      More
    • Finley Wealth Management phone

      Phone Number: +1 239-267-7500

    • Finley Wealth Management website

      Website: https://www.mywealthadvisor.com

    • Finley Wealth Management employees

      Employees:2

    • Finley Wealth Management revenue

      Revenue:$0 - 1M

    • Finley Wealth Management legal name

      Legal Name:Finley Wealth Management

    • Finley Wealth Management's Social Media

      Finley Wealth Management linkedin Finley Wealth Management twitter
    • done Is this data correct?

    • |  NAICS Code: 523920  |

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    Person level website identification

    President for Finley Wealth Management

    Douglas Finley

    President

    Person level website visitor identification

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    View Employees

    Douglas Finley

    President

    Frequently Asked Questions regarding Finley Wealth Management

    • Where are Finley Wealth Management's Headquarters?

      Finley Wealth Management's Headquarters are in 10600 Chevrolet Way Suite 101,Estero,Florida,United States

    • What is Finley Wealth Management's phone number?

      Finley Wealth Management's phone number is +1 239-267-7500

    • What is Finley Wealth Management's official website?

      Finley Wealth Management's official website is https://www.mywealthadvisor.com

    • What is Finley Wealth Management's Revenue?

      Finley Wealth Management's revenue is $0 - 1M

    • What is Finley Wealth Management's NAICS code?

      Finley Wealth Management's NAICS code is 523920

    • How many employees are working in Finley Wealth Management

      Finley Wealth Management has 2 employees

    • What is Finley Wealth Management's Industry?

      Finley Wealth Management is in the industry of Financial Services

    • Who is Finley Wealth Management's President?

      Finley Wealth Management's President is Douglas Finley

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