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For over 75 years, Wakefield has been developing long-term quality partnerships in the medical recovery services industry. We customize the specific needs and requirements of our clients through continuous improvement by identifying and staying apprised of their progressing requirements. People, Process, and Technology are the three core components of our continual success and longevity.
Asset Planning is a Los Alamitos, CA-based company in the Financial Services sector.
Tucoemas Federal Credit Union is a Visalia, CA-based company in the Financial Services sector.
Clarence Lofberg Inc is a Teaneck, NJ-based company in the Financial Services sector.
Unlike the large investment institutions, we embody a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles.