Trusted Financial Advisor

Mr James L Wisdom CFP

Mr James L Wisdom CFP

James L. Wisdom Insurance Services

4607 Lakeview Canyon Rd, Suite 482 Westlake Village, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
None Provided
Languages
English
License
Not Validated

Areas of Expertise

Business Succession Planning, Charitable Giving, Employee and Employer Plan Benefits, Estate Planning, Healthcare Planning, Insurance Planning, Retirement Planning

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor