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Financial
Advices for
Success

WELCOME FINWIZ

It's not just about your money, it's about your life. Finwiz professionals understand how complex your life and financial situation can be, and we're here to help. Our team of certified financial planners can help you get the right information so you can make the best decisions.

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Our team

John
Christian

DIRECTOR OF CLIENT RELATIONS

Harry
Christian

DIRECTOR OF CLIENT RELATIONS

Robert
Christian

DIRECTOR OF CLIENT RELATIONS

Francis
Lowenstein

OPERATIONS ASSOCIATE

What Our Client Says

How We Work

WITH CLIENTS

Step 1

Personal Interview

Step 2

Engagement

Step 3

Plan Maintenance

Step 4

Done

 
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