My Wealth Wisdom
Finance · Vermont, United States · 51-200 Employees
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Overview
Headquarters
302 Mountain View Dr, Colchester, Vermon...Phone Number
(802) 355-9288Website
www.mywealthwisdom.comRevenue
<$5 MillionIndustry
About My Wealth Wisdom
My Wealth Wisdom specializes in providing personalized financial services to clients across the United States, assisting them in achieving financial stability and protecting their life legacies. Led by Wendy Jestings, the firm offers a broad range of solutions, including life insurance, estate planning, retirement solutions, and business strategies tailored to meet individual client needs. The company’s mission is to foster meaningful relationships and empower clients through education and proactive financial strategies. They focus on creating customized financial solutions that adapt as clients' circumstances and goals evolve.Explore more
My Wealth Wisdom Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
<$5M
2015
BY
Barbara YostController & River Wealth Advisors Llc Retirement Plan Administrator
My Wealth Wisdom Tech Stack
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My Wealth Wisdom specializes in providing personalized financial services to clients across the United States, assisting them in achieving financial stability and protecting their life legacies. Led by Wendy Jestings, the firm offers a broad range of solutions, including life insurance, estate planning, retirement solutions, and business strategies... Read More
