Wisdom Investments is owned by President Bill Kmiecik, CPA-PFS, who brings more than 25 years of experience and knowledge to his clients. The agents at Wisdom provide professional assistance in financial disciplines such as retirement, investments, asset management, tax, debt management, estate planning, education financing and insurance.
Vista Financial Group is a financial consulting firm that offers several services, including financial planning, investment advice and securities and investment counseling.
The World Equity Group was purchased in 1997 by Richard Babjak and Robert Yarosz. The firm offers financial advice and planning, asset management and brokerage services. Babjak has been featured in Forbes Magazine and was named a Five Star Professional Wealth Manager.