Wurz Financial Services
Financial Services, 200 West Pike St, Covington, Kentucky, 41011, United States, 1-10 Employees
Phone Number: 41********
Who is WURZ FINANCIAL SERVICES
As independent financial advisors, we specialize in helping law firm owners and real estate professionals plan for their transition into retirement and more effectively manage their inves...
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Headquarters: 200 West Pike St, Covington, Kentucky, 41011, United States
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Date Founded: 1983
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Employees: 1-10
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6411
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NAICS Code: 524210 |
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Frequently Asked Questions Regarding Wurz Financial Services
Answer: Wurz Financial Services's headquarters are located at 200 West Pike St, Covington, Kentucky, 41011, United States
Answer: Wurz Financial Services's phone number is 41********
Answer: Wurz Financial Services's official website is https://wurzfinancialservices.com
Answer: Wurz Financial Services's revenue is Under $1 Million
Answer: Wurz Financial Services's SIC: 6411
Answer: Wurz Financial Services's NAICS: 524210
Answer: Wurz Financial Services has 1-10 employees
Answer: Wurz Financial Services is in Financial Services
Answer: Wurz Financial Services contact info: Phone number: 41******** Website: https://wurzfinancialservices.com
Answer: As independent financial advisors, we specialize in helping law firm owners and real estate professionals plan for their transition into retirement and more effectively manage their investments. We are an independent, family-owned business serving clients in Cincinnati, Toledo, and across the United States. For three generations, we have been helping clients like you achieve financial independence so you can enjoy a comfortable retirement or work-optional lifestyle. You have a lot of ideas about your future. But are these questions going through your head? Is this the right time to retire? Will my portfolio provide enough income over my lifetime? Will my spouse and family be okay if something happens to me? These are difficult questions, and you know you cant answer them alone. We can help. We will work closely with you to figure out what kind of income you need and how to generate that income from your investments, social security benefits, pension benefits, and other income sources in a sustainable way that feels good to you. You want to protect what youve saved and see it grow, too. Were dedicated to making that happen.
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