Verification Period: April 10, 2018 – April 10, 2019
- Completeness and Accuracy
- Benefit Administration Solutions
- Executive Benefits
- Group Health Insurance
- Individual Health Insurance
- Retirement Plans
- Voluntary Benefits
- Medicare Supplements
- Consumerism Solutions
W Financial Services, Inc. Overview
W Financial has been providing exceptional service since 2002.
We understand the difficulty and complexity of finding the right financial solution for our clients. It is our goal to take the worry out of the process so that our clients can spend their time with friends and family. Life is meant to be lived and enjoyed.
We partner with our clients to set up creative and unique solutions. Our focus is to help our clients implement an effective strategy for their personal and professional needs. This allows them more time to do what they enjoy. We strongly believe that people who plan well, live well.
We put our clients first and never lose sight of our mission: To work hard so our clients do not have to.
We look forward to helping you!
Areas Served by W Financial Services, Inc.
W Financial Services, Inc. Verified Testimonials
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About The Service
Elevate Benefits, LLC owns and operates SHRM Broker Finder, a software as a service (SaaS) platform. Our platform supports your independent research, vetting and hiring processes. The company facilitates introductions and exchange of information between parties seeking and offering solutions. We are not a licensed financial services entity of any kind and we do not seek to sell or make money from the sale of any employee benefits, financial services or any other regulated products or services. We also do not make specific provider, product or service recommendations. Learn more by visiting our Frequently Asked Questions.