28
Growth Score in past quarter
pts
Heat Score 28 in past quarter
-14 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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3128387
Wise Choices Financial offers financial planning services, focusing on retirement, insurance, and investment strategies.
- Mark A Squires: Founder,President and CEO
About the Company
Wise Choices Financial specializes in providing financial planning services aimed at offering peace of mind to its clients. The company focuses on helping individuals and families make informed decisions regarding their financial future, including retirement planning, insurance solutions, and investment strategies. With a commitment to serving the
community, Wise Choices Financial employs a personalized approach to financial planning, ensuring that each client's unique needs and goals are addressed. The team, led by professionals with expertise in various financial disciplines, leverages their knowledge to guide clients through the complexities of financial planning, aiming to secure their financial well-being.