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Steven C. Wellington, CFP®

MWA Financial Services, Inc.

106 W Wilson St
Ste 6
Batavia, IL 60510
Phone: (630) 327-8159
Fax: (630) 326-9659

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds

 

How Planner Charges

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