From Wheeler Associates
Since 1934, Wheeler Associates has worked with employers, employees, families, and individuals to provide the insurance, benefits, and financial planning to get them where they want to go.
We are here to take care of people. To provide them financial progress and protection. To offer them our genuine desire for their financial success. Simply put, we are here so you can live well. So you can be confident in your financial foundation. And so you can look forward to and be prepared for your retirement.
- We solve rather then sell
- We are independent
- We plan, implement, and protect
- We offer only the plans and products we would use ourselves
- We move clients from wealth creation, to wealth accumulation, to wealth distribution
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