EJ financial corporation

Founded 2004 • Angie's List since August 2011

Not Rated| 0 Reviews

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Description

EJ financial corporation is a fee only registered investment adviser. It provides advice regarding personal investing, retirement planning, 401-k allocations among other things....

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Upper Left Wealth Management

I am a fiduciary for a small group of successful individuals. If you are planning for retirement and trying to determine if you are on pace, if you want help "locking in" that pace, if you are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions, feel free to reach out to me. More information is available at www.upperleftwealth.com. I am a CFP and have an MBA.

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Services Offered

Investment advice, asset allocation, money management

Services Not Offered

Debt restructuring

General Information
Free Estimates
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Payment Options
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Senior Discount
10%
Emergency Service
No
Warranties
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