Direction Financial Management
Finance · Wisconsin, United States · 1-10 Employees
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Overview
Headquarters
W177N9856 Rivercrest Dr Ste 214, Germant...Phone Number
(414) 333-3396Website
www.directionforyou.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
1
1
About Direction Financial Management
Direction Financial Management, LLC is an independent, fee-only Registered Investment Advisor based in Germantown, Wisconsin, specializing in personalized financial planning services. They cater to individuals, couples, and women, offering guidance on retirement planning, investment consultation, and financial checkups. The firm emphasizes building a better relationship with money and ensuring clients' families are taken care of, all while acting as fiduciaries. Their philosophy centers on providing tailored services that align with clients' life goals and navigating life's transitions.Explore more
Direction Financial Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Direction Financial Manag...
<$5M
1-10
Private
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CO
Christine OsterwalderFinancial Associate & Planner
Company Profile Activity
Activity Insights
Direction Financial Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Direction Financial Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Direction Financial Management.
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Direction Financial Management, LLC is an independent, fee-only Registered Investment Advisor based in Germantown, Wisconsin, specializing in personalized financial planning services. They cater to individuals, couples, and women, offering guidance on retirement planning, investment consultation, and financial checkups. The firm emphasizes building... Read More
