Wisely Advised
We are an Investment Advisory firm that goes beyond the numbers to deliver our clients a level of service, care, and advice that can’t be matched. We strive to discover what motivates each client to determine what they want to accomplish in their short and long-term goals. Then we work together to achieve those goals.
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Verified contacts
5
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
27
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- TV
Tony Velasquez
Founder & Managing Director · General Business & Management
EmailPhone - MB
Maria Bushey
Director of Operations · Operations
EmailPhone - CD
Christopher Deems
Certified Public Accountant · Finance & Accounting
EmailPhone - KM
Ken Michaels
Financial Advisor · Finance & Accounting
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Wisely Advised
5 distinct titles indexed · top 5 shown.
- 1accountant
- 1certified public accountant
- 1director of operations
- 1financial advisor
- 1founder & managing director
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