VerifiedFinancial Services· Founded 1990

Minninger Financial Services

We provide straightforward advice on often complex financial matters affecting retirement planning, succession plans, inter-generational asset transfers and philanthropic estate planning objectives. At Minninger Financial Services our clients come first. It is our mission to deliver a customized solution that meets the unique needs and concerns of each client. We are built upon a foundation of providing independent and objective advice, driven by principles of sound financial investing, and risk management practices, and steered by a compass of ethics. Investment Advisory Services offered through William Joseph Capital Management, LLC, a Registered Investment Advisor. Securities licensed in:"CA, CO, CT, FL, MA, ME, NJ, NY, PA, VA, and WA

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HeadquartersStamford, United StatesEmployees6(1 to 10)Founded year1990Websitewaypointwealth.comLinkedIn profileLinkedIn

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1 distinct titles indexed · top 1 shown.

  • 1construction specialist

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