Fiduciary First Advisors

www.fiduciaryfirstadvisors.com

Founded in 2010 as an outgrowth of Vigil Trust & Financial Advocacy, Fiduciary First Advisors is a financial management solution for individuals and mutual insurance companies who recognize they do not have the time, interest, or expertise to properly attend to their financial matters on their own. While there are many financial “advisors”, most of them have investment products to sell and the “advice” they provide is geared toward getting their clients to engage in a purchase. As one of the rare subset of advisors known as “fiduciary advisors”, Fiduciary First Advisors does not sell any investment product so its guidance is not compromised by conflicts of interest that plague ordinary advisors. The company has a knowledgeable, multi-disciplinary team of professionals that are usually hired to make financial decisions for clients, helping them achieve customized, objective solutions to their financial challenges. Fiduciary First Advisors professionals work with individuals, mutual insurance companies and other companies in connection with their retirement plans to help clients achieve the benefit of the decisions they would make themselves if they had the time and interest to thoroughly research all options and had the experience to properly assess these alternatives. We are thankful to those who have offered to recommend us for professional skills. Current regulatory environment prohibits our team from soliciting or accepting testimonials or recommendations, therefore, we have disabled that feature on our LinkedIn profile.

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Founded in 2010 as an outgrowth of Vigil Trust & Financial Advocacy, Fiduciary First Advisors is a financial management solution for individuals and mutual insurance companies who recognize they do not have the time, interest, or expertise to properly attend to their financial matters on their own. While there are many financial “advisors”, most of them have investment products to sell and the “advice” they provide is geared toward getting their clients to engage in a purchase. As one of the rare subset of advisors known as “fiduciary advisors”, Fiduciary First Advisors does not sell any investment product so its guidance is not compromised by conflicts of interest that plague ordinary advisors. The company has a knowledgeable, multi-disciplinary team of professionals that are usually hired to make financial decisions for clients, helping them achieve customized, objective solutions to their financial challenges. Fiduciary First Advisors professionals work with individuals, mutual insurance companies and other companies in connection with their retirement plans to help clients achieve the benefit of the decisions they would make themselves if they had the time and interest to thoroughly research all options and had the experience to properly assess these alternatives. We are thankful to those who have offered to recommend us for professional skills. Current regulatory environment prohibits our team from soliciting or accepting testimonials or recommendations, therefore, we have disabled that feature on our LinkedIn profile.

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Country

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State

Wisconsin

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City (Headquarters)

Wausau

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Employees

1-10

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Founded

2010

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Social

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Potential Decision Makers

  • Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Business Development Director

    Email ****** @****.com
    Phone (***) ****-****
  • Town Mutual Insurance Investment Expert | Business Development Director

    Email ****** @****.com
    Phone (***) ****-****
  • Operations and Human Resources Manager

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

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