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​Wisely Advised is an integrated advisory firm providing expert financial planning services, Investment management services, Retirement planning and Wealth management services to individuals, families and businesses. We manage your finances while you can focus on your business.

Our vision is to deliver our clients an unmatched level of services, care and advice.

We analyze your current financial situation and help you in planning and achieving your long-term or short-term financial goals. Our other services includes tax services, accounting, bookkeeping services, payroll services, insurance planning, college education planning, estate planning, pension consulting. Call us now at 7085723000 or visit our website to book an consultation and know more about our services.

The mission at Wisely Advised is to help individuals, families, and businesses develop a financial plan for their future. Our success is based solely on the amount of lives we affect in a positive way. Our promise is to treat others with the respect and dignity they deserve and at all times be truthful, honest, and committed to your goals. We are registered investment advisors. Our goal is to provide the best financial advice, retirement planning, wealth management and tax preparation with a fiduciary responsibility to no one but you.

OUR BEGINNING

Wisely Advised is the creation of lifelong friends Tony Velasquez & Chris Deems. Tony a financial advisor, and Chris an accountant, found that early in their careers they were working with the same clients on different aspects of their financial lives. They decided it would be beneficial to both the firm and the client to create a collaborative co-branded firm that provides both Accounting & Investment Advisory services under one roof! ​

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1 floor Wisely Advised [*.*.*.*] published in 2018/03/27/ 08:16:00
Welcome you to visit our website!
Wisely Advised is an integrated advisory firm providing expert financial planning services, Investment management services, Retirement planning and Wealth management services to individuals, families

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