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Business Profile

Financial Planning Consultants

Miser Wealth Partners, LLC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Planning Consultants.

About

Important information

  • Additional Info:

    When was the last time your attorney, tax professional, and investment advisor collaborated daily on your behalf?  Never, right?  Our staff of investment professionals, licensed tax professionals, and tax and real estate attorneys work together daily to achieve our clients' and their referrals' goals and priorities.  The firm is a comprehensive financial planning firm serving clients nationwide.  

About This Business

Miser Wealth Partners, LLC, is a full-service financial planning firm specializing in tax mitigation related to retirement income and wealth transfer design. We specialize in designing non-reportable income and navigating recent tax acts and bills.

Years in Business: 8

Products and Services

Miser Wealth Partners, LLC offers advanced planning services in the areas of wealth transfer, income planning, tax mitigation, and investment positioning. We deploy a number of unique software that analyze how to plan regarding recently inacted tax Acts that may affect you.

Business Details

BBB File Opened:
3/20/2019
Business Started:
9/1/2017
Business Started Locally:
9/1/2017
Business Incorporated:
9/6/2017
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Derek Miser, Chief Managing Member

Additional Contact Information

Principal Contacts
Mr. Derek Miser, Chief Managing Member
Customer Contacts
Mr. Derek Miser, Chief Managing Member
Fax numbers
Primary Fax: (865) 671-0055
Additional Email Addresses
Primary: Email this Business
Social Media
Facebook

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Refund and Exchange Policy
We have no refund policy.

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