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Wiser Financial Coaching believes a financial services customer should expect an advisor to hold his or her interests above all else. We also believe when it comes to fulfilling that expectation, the traditional brokerage/advisor model is broken.

Ubicación

Wiser Financial Coaching

2741 Campus Walk Ave bldg 400 ste 400, Durham, NC 27705, USA

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+1 (919) 477-3355

Horario laboral

Lunes:9:00AM – 5:00PM
Martes:9:00AM – 5:00PM
Miércoles:9:00AM – 5:00PM
Jueves:9:00AM – 5:00PM
Viernes:9:00AM – 5:00PM
Sábado:Cerrado
Domingo:Cerrado

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Wiser Financial Coaching

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Consultation

30 min | $50.00

Our consultation service provides personalized guidance and expert advice to help you navigate a specific area of interest or address your unique needs. Our knowledgeable consultants will listen attentively, assess your situation, and provide tailored recommendations and solutions.

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Follow-up Appointment

30 min | Free

Our follow-up appointment service is designed to monitor progress, review results, and ensure ongoing care and support. Following an initial consultation or previous engagement, our dedicated team schedules a follow-up appointment to track your journey and address any further needs or concerns. During this appointment, ...

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