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Jan Wise, CFP®

Best Wise Associates

451 Oxford Rd
Oxford, CT 06478-1656
Phone: (203) 888-0096 x302
Fax: (203) 548-9024

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.