Wise Choice Financial Planning is a Registered Investment Advisory firm based out of Dallas, Texas.
DALLAS, TX, March 19, 2021 /Neptune100/ — Today, Wise Choice Financial Planning announces it has chosen Interactive Brokers as its new primary custodian for assets under management. “I’m very excited about getting on this platform,” said Jordan Wise, Investment Advisor at Wise Choice Financial Planning. “Wise Choice Financial Planning’s mission has always been to provide a simple and digital experience for our clients. This is an opportunity to further enhance our client experience by offering lower fees and a greater ease of use. We believe the platform provided by Interactive Brokers aligns with our mission to provide a quality online experience for both the advisor and client.”
About Wise Choice Financial Planning:
Wise Choice Financial Planning is a Registered Investment Advisory firm based out of Dallas, Texas. We create financial plans and provide investment advising to families and businesses. The services provided include financial planning, investment advising, and portfolio management. Jordan Wise is the Founder and Investment Advisor. We are dedicated to serving the members of our community by providing financial guidance, education, and recommendations to achieve financial goals. For more information, visit WiseChoicePlanning.com or follow Wise Choice Financial Planning on Facebook, Instagram, LinkedIn, and Twitter.
Cautionary Note Regarding Forward-Looking Statements:
The foregoing information contains certain forward-looking statements that reflect the company’s current views with respect to certain current and future events and financial performance. These forward-looking statements are and will be, as the case may be, subject to many risks, uncertainties and factors relating to the company’s operations and business environment which may cause the company’s actual results to be materially different from any future results, expressed or implied, in these forward-looking statements. Any forward-looking statements in this release are based upon information available to the company on the date of this release. The company does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any statements expressed or implied therein will not be realized. Additional information on risk factors that could potentially affect the company’s financial results may be found in the company’s filings with the Securities and Exchange Commission.
SOURCE Wise Choice Financial Planning