Our firm was founded with a mission to provide the best possible financial advice at an affordable cost to our clients. As fee-based independent financial professionals, we strive to develop, implement, and review a plan that meets your needs and goals.
We set out to create an environment where clients may find honest opinions from a credible independent financial professional who adheres to a fiduciary duty when interacting with clients, free from sales pressures, commissions, and quotas. A competent professional who provides guidance and financial solutions after understanding a client’s dreams, and goals. Each advisor maintains the CERTIFIED FINANCIAL PLANNER™ certification as well as varied professional memberships. This, along with an ongoing commitment to continuing education and strict adherence to industry requirements helps ensure that our clients benefit from the latest developments in financial guidance.
Proficient Wealth Counselors, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients
where Proficient Wealth Counselors, LLC and its representatives are properly licensed or exempted.
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