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Reviews, get directions and contact details for Wealth Partners Financial Services

Wealth Partners Financial Services

About

Wealth Partners is a premier independant financial services firm

Story

Jared Fredric Thompson, the principal of Wealth Partners, began his vocation as a registered adviser back in the Rocky Mountains with a large career firm. After a few years it became clear that the best way to correctly service the members of his practice was to offer them unbiased, non-commissionable strategies and financial instruments.

So Jared created a small consulting firm that offered custom-tailored advice and services to his clients. As other independent advisers observed the great results of his pleased clients, Jared offered to educate and service the clients of these colleages in his niche areas as well. Over the last decade Jared has "partnered" with some of the best professionals in the industry to better meet all the financial wants and needs of those he works with.

Today Wealth Partners approaches each current and potential client with understanding, education, and solutions that are in their best interest.

Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC
Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor
130 Springside Drive; Suite 300 Akron, OH 44333-2431 * 1-800-765-5201
Wealth Partners is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.

Address: 10345 N Port Washington Rd # 1, Mequon, WI 53092, USA
Phone: (262) 240-1111
State: Wisconsin
Zip Code: 53092


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Reviews
As a longstanding client, myself and my wife have received nothing but the best of service from Jared and his team.
11 years ago (22-03-2016)
Jared did not know the difference between a tax credit and a tax deduction. That mistake has cost us $16,000 so far. He is also more expensive than other GOOD financials services firms in the area.
12 years ago (23-06-2015)
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