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    Mr. William Thomas Heidig, CFP®

    Contact

    Fiscal Wise, Inc.
    http://FiscalWise.com

    516 South Ave
    Media, PA 19063-4015
    View on Map (484) 212-4232

    Our Client's trust my advice to deliver balanced insights as a fiduciary and moderator to important financial decisions. As a NAPFA.org, registered fee-only financial advisor, our message is clear: "FiscalWise provides, Intelligent and Unbiased Financial Guidance".

    Year CFP® Certification Received: 1987
    CFP Board Disciplinary History: No
    Bankruptcy Disclosure in Last 10 Years: No

    Compensation Method: Fee Only
    Minimum Investable Assets: None Provided
    Languages: English
    Specialties: Asset Allocation, Business Succession Planning, General Financial Planning, Investment Planning, Women's Finances

    Typical Client Profile

    Average Net Worth: $1,000,001 - $5,000,000
    Average Income: $100,001 - $250,000
    Average Age: Generation X, Baby Boomers
    Profession: Service Professionals

    CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

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