Wellman & Associates

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151 Frobisher Dr D113
Waterloo, ON N2V 2C9
+1 (519) 747-3253
http://wellman1.com

Wellman & Associates FundEX Investments Inc. in Waterloo, ON specializes in comprehensive financial planning aimed at helping clients build, protect, and grow their wealth. With over four decades of experience, the firm prioritizes creating tailored financial strategies before recommending specific products, ensuring that each client's unique needs are addressed.

The company offers a range of services including retirement planning, legacy creation, and business advisory support. Their approach emphasizes professional guidance and ongoing education, allowing clients to navigate financial decisions with confidence and clarity.

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