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
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. Their target clients include individuals looking to build wealth or protect their financial success through tailored strategies. With over 20 years of experience, Kent Wise and his team prioritize exceptional customer service and understanding client goals.Explore more
SIC Code 62,628NAICS Code 52,523Show moreWise Financial Services Org Chart
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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. Their target clients includ... Read More