Wise Financial Services
Finance · Louisiana, United States · 1-10 Employees
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Overview
Headquarters
241 E Livingston Pl, Metairie, Louisiana...Phone Number
(504) 220-0947Website
www.kentwise.netRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Wise Financial Services
Wise Financial Services is a wealth management team led by Kent Wise, specializing in creating customized financial plans for clients at various stages of wealth management. The firm offers a range of services including investment portfolio management, retirement income planning, insurance solutions, and legacy planning. With over 20 years of experience, Kent and his team focus on understanding clients' goals and providing exceptional service. Their intended clients include individuals looking to build, protect, and leverage their financial success.Explore more
Wise Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5.9M
11-50
Private
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DN
Dustin NewtonFinancial Advisor & Registered Cpfa Principal & Certified Plan Fiduciary Advisor
Company Profile Activity
Activity Insights
Wise Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Wise Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wise Financial Services.
Wise Financial Services Tech Stack
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Frequently Asked Questions Regarding Wise Financial Services
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Wise Financial Services is a wealth management team led by Kent Wise, specializing in creating customized financial plans for clients at various stages of wealth management. The firm offers a range of services including investment portfolio management, retirement income planning, insurance solutions, and legacy planning. With over 20 years of exper... Read More
