Wise Insurance Solutions LLC

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149 W Patrick St
Frederick, MD 21701
+1 (301) 637-8685
http://www.wiseinsurancesolutions.com

Wise Insurance Solutions LLC, based in Frederick, MD, specializes in a variety of insurance services, including personalized life insurance case design, business succession planning, and long-term care insurance. Their mission is to assist clients in wealth transfer and asset management, ensuring a tax-efficient transfer of assets and a secure legacy for future generations.

In addition to insurance, the firm offers business continuity strategies, financial coaching, and educational workshops for professionals, including CPAs and attorneys. Their comprehensive resources, such as calculators and articles, aim to empower clients with the knowledge needed for effective financial planning and wealth management.

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