Wheeler Financial Solutions
www.wheelerfinancial.netAt Wheeler Financial Solutions we are committed to helping individuals and businesses identify and evaluate their financial goals, develop a strategy that is right for them, and monitor and revise that strategy as individuals endure life changes and businesses mature and evolve. Dedicated to creating an exceptional customer experience, we believe in maintaining relationships with our clients based on trust, transparency, integrity, and commitment. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Wheeler Financial Solutions, 535 Wellington Way, Suite 240, Lexington, KY 40503, (859)219-2400. This communication is strictly intended for individuals residing in the states of AL, CA, KY, SC, TX, and WV. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
Read moreAt Wheeler Financial Solutions we are committed to helping individuals and businesses identify and evaluate their financial goals, develop a strategy that is right for them, and monitor and revise that strategy as individuals endure life changes and businesses mature and evolve. Dedicated to creating an exceptional customer experience, we believe in maintaining relationships with our clients based on trust, transparency, integrity, and commitment. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Wheeler Financial Solutions, 535 Wellington Way, Suite 240, Lexington, KY 40503, (859)219-2400. This communication is strictly intended for individuals residing in the states of AL, CA, KY, SC, TX, and WV. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
Read moreCountry
State
Kentucky
City (Headquarters)
Lexington-Fayette
Employees
1-10
Founded
2006
Estimated Revenue
$1,000,000 to $5,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Vice President / Financial Consultant
Email ****** @****.comPhone (***) ****-****President , Owner
Email ****** @****.comPhone (***) ****-****President
Email ****** @****.comPhone (***) ****-****President
Email ****** @****.comPhone (***) ****-****
Technologies
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