Invest in 

your

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one asset,

You 

Meet Marie

Senior Financial Advisor

 

Marie Deary common-sense advice offers people control over their lives and their futures by showing them how to get control of their finances.

She believes knowing how to manage our money is one of the most important life skills for people at every age and has made it her mission to help simplify money matters, increasing financial literacy both now and for the future.

Paycheck Protection Program ("PPP") Grant/Loans

Economic Injury Disaster Loans (“EIDL”)

Small businesses need money right now, and the federal government has stepped up to offer this lifeline Paycheck Protection Program Grant/Loans and the Economic Injury Disaster Loans (“EIDL”). Don’t close your business because of Coronavirus. Get back on track today with Wealth Management Financial Advisors EIDL Assistance.

Notice: Now Accepting New Applications for Economic Injury Disaster Loans (EIDL) and PPP

Wealth Management Financial Advisors (WMFA) is not a lender, and an application submitted through WMFA does not guarantee you will receive an EIDL/PPP grant/loan.

Financial Tips

WMFA is dedicated to teaching everyday people how to plan their financial futures and work toward their goals no matter what their income. You will find tips on how to begin your journey towards financial fitness.

Don’t close your business because of Coronavirus. Get back on track today with Wealth Management Financial Advisors EIDL Assistance

Apply Today

Smart Money Rules
How to Secure Your Financial Future in the New Economy

 

By Marie Deary


A powerfully simple, must-have manifesto on better money management in the New Economy. 

 

SMART MONEY RULES is the must-read for anyone searching for a better way to budget, save and invest their money.  It is the call-to-action on budgeting to save, saving to invest, and investing right to secure a comfortable retirement.

 

Readers will learn how their relationship with money might be holding them back from reaching their financial goals; the importance of seeing budgeting as a friend and not the enemy; and how developing a plan with a financial adviser will help them get their finances under control.

 

The bottom line: readers who follow these basic yet crucial strategies to budgeting, saving and investing will increase their income and, most importantly, protect what they have, build wealth and the financial stability they desire to secure their financial futures.

 

 

 

3701 Long Beach Blvd. Suite 100, Long Beach CA 90807

Tel: (877) 828-8877

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This website is owned by a private company that offers business advice, information, and other services related to the formation, financing, operation, and management of businesses. All users should perform their own due diligence and research. This website is not a lender and does not broker loans, make loans, or make any credit decisions. We have no affiliation with any government agency. Nothing on this website is an offer or a solicitation for a loan. This website is not an agent, representative, or broker of any lender and does not endorse or charge you for any service or product. None of the information on this site constitutes legal advice.

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