Wealth Planning & Management LLC

Wealth Planning & Management LLC

  • Indianapolis, Indiana
  • 46201
  • Phone: (317) 228-0800
  • Fax: (317) 334-1795
  • Website

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Description

Wealth Planning&Management, LLC was founded July 16, 1997, by John Guy, CFP. Paul Coan joined as managing partner in August, 2004. WP&M provides inexpensive, efficient management of equity securities and fixed income securities.

Products & services

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