WHITSELL FINANCIAL PARTNERS

In 2014, we partnered with Western Wealth Management, LLC an RIA (Registered Investment Advisor) firm based in Colorado. They provide us with ongoing back office support for compliance and risk management, formed partnerships with Fidelity and Charles Schwab to custodian funds, provide options and flexibility to work with clients on multiple platforms. We continue to appreciate all of their support and guidance... If you are a prospective client and want to learn more, we provide more detail about which services we provide. Click below to learn more... We are client focused. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation.

Also known as: Whitsell Financial Partners, LLC

Primary location: Roseville United States