RetireWise Tax and Wealth Advisors
Financial ServicesView the employees at
RetireWise Tax and Wealth Advisors-
Jerry Destefani Loan Officer at Capital Financial
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Macungie, Pennsylvania, United States
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Rising Star
Kevin Ramos Director of Brokerage at Capital Financial Group-
Rockville, Maryland, United States
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Rising Star
Susan Meehan Financial Assistant at Capital Financial-
Stony Brook, New York, United States
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Rising Star
Aby Koshy TM at Capita Registrars-
Mumbai Metropolitan Region
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Rising Star
Jim Pogorelc Capital Financial Group and Reed Street Insurance-
Milwaukee, Wisconsin, United States
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Top 1%
Overview
RetireWise Tax and Wealth Advisors is a financial services company with a very unique approach. We assist people in recapturing wealth they are unknowingly and unnecessarily transferring away. In short, we help people make financial decisions...successfully! Investment advisory services offered through CFG Retirement Advisors, Inc. A Kansas Registered Investment Adviser. Insurance and annuities offered through CFG, Inc.
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