Wisepath Financial Group

www.wisepathgroup.com

Most of us here in North Carolina have our whole adult life to prepare for retirement. So your retirement income should outlive you, providing support for even long-term care and leaving plenty for future generations. That's why we structure financial strategies to make your retirement stress-free. Most retirement strategies only focus on accumulating as much money as possible until retirement, not accounting for inflation and how much retirees need to spend for a comfortable life with or without long-term care.We use a different approach by making sure you could potentially increase your retirement income with the some guarantees, without any more out of pocket now. Instead of having to catch up, we want you to enjoy a smooth retirement without worrying about the money. We work closely with Elder and Estate Law Firms to help them protect client assets without necessarily triggering a taxable event or causing other legal complications. Wisepath Financial Group is authorized to conduct life insurance and securities business in NC and may be licensed in other states. Financial Professionals cannot conduct life insurance or securities business in states in which they are not licensed. Registered representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Wisepath Financial Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. This communication is not a recommendation or endorsement of any product, service, security or issuer. Third party posts do not reflect the views of Wisepath Financial Group and have not been reviewed for completeness and accuracy. For additional information, refer to the following consumer websites: FINRA.org, SIPC.org.

Read more

Reach decision makers at Wisepath Financial Group

Lusha Magic

Free credit every month!

Most of us here in North Carolina have our whole adult life to prepare for retirement. So your retirement income should outlive you, providing support for even long-term care and leaving plenty for future generations. That's why we structure financial strategies to make your retirement stress-free. Most retirement strategies only focus on accumulating as much money as possible until retirement, not accounting for inflation and how much retirees need to spend for a comfortable life with or without long-term care.We use a different approach by making sure you could potentially increase your retirement income with the some guarantees, without any more out of pocket now. Instead of having to catch up, we want you to enjoy a smooth retirement without worrying about the money. We work closely with Elder and Estate Law Firms to help them protect client assets without necessarily triggering a taxable event or causing other legal complications. Wisepath Financial Group is authorized to conduct life insurance and securities business in NC and may be licensed in other states. Financial Professionals cannot conduct life insurance or securities business in states in which they are not licensed. Registered representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Wisepath Financial Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. This communication is not a recommendation or endorsement of any product, service, security or issuer. Third party posts do not reflect the views of Wisepath Financial Group and have not been reviewed for completeness and accuracy. For additional information, refer to the following consumer websites: FINRA.org, SIPC.org.

Read more
icon

Country

icon

State

North Carolina

icon

City (Headquarters)

Greensboro

icon

Employees

11-50

icon

Founded

2017

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Vice President Group Benefits

    Email ****** @****.com
    Phone (***) ****-****
  • Founder

    Email ****** @****.com
    Phone (***) ****-****
  • Founder and Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Professional

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(32)

Reach decision makers at Wisepath Financial Group

Free credits every month!

My account

Sign up now to uncover all the contact details