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Gardner Wallace Financial Solutions

Solutions that Fit" The Gardner Wallace Financial Solutions team is specialized to provide comprehensive retirement planning to our clients. We accomplish this by offering a solutions-oriented approach to our clients' financial goals, identifying appropriate solutions, creating a plan, and implementing the plan over time. LinkedIn is unaffiliated with Kestra Investment Services, LLC(Kestra IS), member FINRA/SIPC. Certain appropriately licensed individuals of Gardner Wallace are registered to offer securities through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC, and/or investment advisory services through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS are affiliated with Gardner Wallace. Investor Disclosures: Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.

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HeadquartersAddison, United StatesEmployees9(1 to 10)Annual revenue$1M to <$10MWebsitegardnerwallace.comLinkedIn profileLinkedIn

Verified contacts

8

available on Kipplo

LinkedIn employees

9

1 to 10 range

Open roles

no listings

Distinct roles

7

indexed titles

Tech stack

0

tools in use

Monthly traffic

170

organic / mo

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Top roles at Gardner Wallace Financial Solutions

7 distinct titles indexed · top 7 shown.

  • 2partner
  • 1client service specialist
  • 1director of office operations
  • 1director of planning and investment operations
  • 1intern
  • 1office support specialist
  • 1paraplanner

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