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Financial Planning for the Family

Services

Never mind designer outfits and hot new video games. Just providing your kids with a good education can be a financial struggle. To make sure our money train stays on track, we turn to the financial planning experts at Wolfbridge Financial.

Today's offer gets you a 1-Hour Financial Services Consultation With a CPA or CDFA from WolfBridge Financial for $69 (A $150 Value). Consultative services are offered for small business accounting, personal finances, or divorce related matters. The smart, educated advice is ideal for both family finances and small businesses. During this 1-hour session, individual consultions can offer advice on future investment planning, such as retirement planning, college planning, or estate planning. 

So take an active step towards protecting the financial well-being of yourself and your family and enlist the expert advice of WolfBridge Financial! 


Leslie P.

"

I file my own personal taxes, but always worry I will miss a deduction. It's great to be able to talk to the experts - that way I know I'm following tax codes and getting back all of the money I deserve! 

"

 
Leslie P.
 

Raleigh/Durham

Wolfbridge Financial Website>

WolfBridge Financial can help take the stress out of filing your taxes and planning your financial future. As your financial advisors, WolfBridge Financial will ensure that your personal financial plan does not interfere with your long-term financial goals. By working to reveal your investment profile, your spending and saving profile, and assess your financial knowledge, WolfBridge Financial will develop a plan that can help you find personal financial freedom. All services are specifically tailored to the specific needs of each individual client, so you can rest assured you'll receive the advice you need.  

  • Apex
    1011 Pemberton Hill Rd.
    Suite 203
    Apex, NC 27502

     
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Wolfbridge Financial-Financial Analysis

The Nitty Gritty:

  • Appointments required
  • PROMOTIONAL VALUE EXPIRES ON 03/01/13. PAID VALUE DOES NOT EXPIRE.
  • Additional Terms and Conditions apply