The WealthTenders specialize in financial planning, providing services that focus on tax efficiencies, of the account balance. Our custodians are Fidelity or Schwab. Tax planning and filing offer independent mortgage lending services, including first time home buyers, rentals, investment properties, land, refinances

a personal level of service that is not often found in large national organizations, and our customersWe offer a variety of services and experiences, from banking to investment advice. Our team is locally providing excellent customer service. We are dedicated to helping customers reach their financial goals and build