Wfa

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633 E Henry Clay St
Milwaukee, WI 53217
+1 (414) 727-8181
https://www.wfa-asset.com

WFA Asset Management Corporation, based in Milwaukee, WI, is a team of dedicated investment advisors and retirement specialists committed to helping clients achieve their financial goals through tailored advice and comprehensive planning services. Their offerings include investment management, tax planning, estate planning, and more, all designed to assist individuals in navigating life-changing events like career changes, family growth, and retirement.

With nearly 40 years of experience, WFA prioritizes a fiduciary responsibility to their clients, ensuring that advice is grounded in objective research and tailored to meet individual investment and tax situations. Their focus on education, clear communication, and innovative online tools supports clients in understanding market dynamics and achieving long-term financial independence.

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