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Wisepath Financial Group logo — Our Goal is Your Success

Wisepath Financial Group

Our Goal is Your Success

Founded 2017 United States Greensboro, United States 9 employees Financial Services, Insurance

General Information

Company Name Wisepath Financial Group
Founded Year 2017
Location United States Greensboro, United States +6
Employees 9
Industries Financial Services, Insurance
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About Wisepath Financial Group

Many individuals across the United States have a lifetime to plan for retirement. It's essential that your retirement income is designed to last, ensuring financial assistance for potential long-term care needs and leaving a substantial legacy for the generations to come. That's why we structure financial strategies to make your retirement stress-free. Most retirement strategies only focus on accumulating as much money as possible until retirement, not accounting for inflation and how much retirees need to spend for a comfortable life with or without long-term care. We use a different approach by making sure you could potentially increase your retirement income with the some guarantees, without any more out of pocket now. Instead of having to catch up, we want you to enjoy a smooth retirement without worrying about the money. We work closely with Elder and Estate Law Firms to help them protect client assets without necessarily triggering a taxable event or causing other legal complications. Wisepath Financial Group is authorized to conduct life insurance and securities business in NC and may be licensed in other states. Financial Professionals cannot conduct life insurance or securities business in states in which they are not licensed. Registered representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Wisepath Financial Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. This communication is not a recommendation or endorsement of any product, service, security or issuer. Third party posts do not reflect the views of Wisepath Financial Group and have not been reviewed for completeness and accuracy. For additional information, refer to the following consumer websites: FINRA.org, SIPC.org.

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Wisepath Financial Group Alternatives & Competitors

Wisepath Financial Group vs
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FAQ About Wisepath Financial Group

Our Goal is Your Success
Wisepath Financial Group was founded in 2017.
Wisepath Financial Group is headquartered in Greensboro, United States.
Wisepath Financial Group operates in the following industries: Financial Services, Insurance.
Wisepath Financial Group has approximately 9 employees.
Top alternatives and competitors to Wisepath Financial Group include OneIndiana Financial Group, a General Agency with the companies of OneAmerica, Centric Financial Group, Sunny Financial Strategies, LLC, Spence Cassidy & Associates, LLC, PIVOT Income Strategies, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Wisepath Financial Group and OneIndiana Financial Group, a General Agency with the companies of OneAmerica are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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