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Monday - Friday · 8am - 6pm · 203.302.5853. Securing You a Brighter Financial Future. The ultimate goal is to ensure your financial future; however, navigating investment waters can be challenging. It takes a great deal of analytical sense and patience when it comes to financial planning. When you think long-term you are bound to be far better off. Let WJ Financial Advisors, LLC be the ones to help you reach your goals. Let’s Roll Up Our Sleeves and Get To Work. You can rely on us to provide you with sup...

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Monday - Friday · 8am - 6pm · 203.302.5853. Securing You a Brighter Financial Future. The ultimate goal is to ensure your financial future; however, navigating investment waters can be challenging. It takes a great deal of analytical sense and patience when it comes to financial planning. When you think long-term you are bound to be far better off. Let WJ Financial Advisors, LLC be the ones to help you reach your goals. Let’s Roll Up Our Sleeves and Get To Work. You can rely on us to provide you with sup...

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1 services

2 about us

3 wallace jones

4 joe giaccone

5 investment management

6 financial planning

7 wealth transfer

8 charitable giving

9 company profile

10 creating wealth wisely

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WJ Financial Advisors - Home | wjadvisors.com Reviews

https://wjadvisors.com

Monday - Friday · 8am - 6pm · 203.302.5853. Securing You a Brighter Financial Future. The ultimate goal is to ensure your financial future; however, navigating investment waters can be challenging. It takes a great deal of analytical sense and patience when it comes to financial planning. When you think long-term you are bound to be far better off. Let WJ Financial Advisors, LLC be the ones to help you reach your goals. Let’s Roll Up Our Sleeves and Get To Work. You can rely on us to provide you with sup...

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wjadvisors.com

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WJ Financial Advisors - About Joseph Giaccone

http://www.wjadvisors.com/jgiaccone.html

Wallace Jones, CFA. Joseph Giaccone joined WJ Financial Advisors, LLC, in 2014. He began his career in retail where he worked for several companies and was an instrumental figure in bringing Kohl’s Department stores to the East Coast. He also opened stores for Gap Inc. and the Kmart Corporation. Those early years built a strong foundation in customer service skills. Learn more about us: Wallace Jones, CFA. Wallace Jones, CFA.

2

WJ Financial Advisors - Services

http://www.wjadvisors.com/services.html

Wallace Jones, CFA. Mount Monadnock - New Hampshire. 3,166 Feet. Needs Assessment and Baseline Financial Forecast. Develop an Investment Strategy. Newport Bridge - Newport, RI Built in 1966. Charles W. Morgan - Mystic, CT. Built in 1841. After reviewing and revising the detailed strategy, we will implement across all accounts (IRA's, After-Tax, Trust, 401(k), 403(b), 529, SEP, etc.). Implementation of these plans will be discussed and reviewed during regular face-to-face meetings. These meeti...A customi...

3

WJ Financial Advisors - Home

http://www.wjadvisors.com/index.html

Wallace Jones, CFA. Customized Advice, Personal Service. Building wealth in every stage of life takes forethought, discipline and attention to detail. WJ Financial Advisors, LLC brings the expertise, experience and personalized attention to navigate your financial opportunities and obligations. Let’s Roll Up Our Sleeves and Get To Work. Covered Bridge in Cornwall, CT. Built in 1841. Read the "Our Firm" page to learn more. Read our "Services" page to learn more. Wallace Jones, CFA.

4

WJ Financial Advisors - About Wallace Jones, CFA

http://www.wjadvisors.com/wjones.html

Wallace Jones, CFA. Wallace Jones, CFA. Wally’s academic background includes an undergraduate business degree from Georgetown University (cum laude) with concentrations in Finance, Marketing and International Business. His MBA degree was earned from the Kellogg Graduate School of Management at Northwestern University with concentrations in Finance, Strategy and Entrepreneurship. He is a CFA Institute charterholder and member of the Hartford Society of Financial Analysts. Wallace Jones, CFA.

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WJ Financial Advisors - Home

Monday - Friday · 8am - 6pm · 203.302.5853. Securing You a Brighter Financial Future. The ultimate goal is to ensure your financial future; however, navigating investment waters can be challenging. It takes a great deal of analytical sense and patience when it comes to financial planning. When you think long-term you are bound to be far better off. Let WJ Financial Advisors, LLC be the ones to help you reach your goals. Let’s Roll Up Our Sleeves and Get To Work. You can rely on us to provide you with sup...

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