Choice Advisors
Finance · Wisconsin, United States · 11-50 Employees
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Overview
Headquarters
405 N Calhoun Rd Ste 106, Brookfield, Wi...Phone Number
(262) 641-9705Website
www.choicegrp.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
1
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About Choice Advisors
Choice Advisors offers a comprehensive approach to tax preparation, tax planning, and financial advice, aimed at guiding clients towards confidence in retirement. They focus on integrating tax-informed financial planning with income management and personal life goals to create a cohesive strategy for their clients. With over 20 years of experience, they help clients understand the interplay between taxes, investments, and income to ensure a secure financial future. Their services are designed for individuals preparing for retirement who seek clarity, control, and confidence in their financial planning.Explore more
Choice Advisors Org Chart
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Choice Advisors News & Media
SEC Charges Firm and Two Principals in First-Ever Actions Enforcing Rule on Duties of Municipal Advisors
Washington, D.C.--(Newsfile Corp. - September 23, 2021) - The Securities and Exchange Commission today charged a Texas- and Colorado-based municipal advisor, Choice Advisors LLC, and its two principals, Matthias O'Meara and Paula Permenter, with violating their duties, engaging in unregistered municipal advisory activities, and related misconduct with respect to Choice's charter school clients. The actions are the first-ever SEC cases enforcing Municipal Securities Rulemaking Board Rule G-42 on
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Choice Advisors offers a comprehensive approach to tax preparation, tax planning, and financial advice, aimed at guiding clients towards confidence in retirement. They focus on integrating tax-informed financial planning with income management and personal life goals to create a cohesive strategy for their clients. With over 20 years of experience,... Read More
