Business claimed
Last updated: Over a year ago
Listed in:
Investment Services
,
Financial Planning
About Wendell Charles Financial
Wendell Charles Financial is an independent financial services firm providing a custom experience for each individual, family, or institution. WCF was founded in January 2011 by Evan Kirkpatrick and n Go to full description...
Contact information
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Business hours
M-F 8am-5pm, Sa-Su Closed (Saturdays and Sundays by appointment)
Business website
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Additional business details
Email address:
info@wendellcharles.com
Wendell Charles Financial is an independent financial services firm providing a custom experience for each individual, family, or institution. WCF was founded in January 2011 by Evan Kirkpatrick and named for his grandfather, Wendell Charles Kirkpatrick, a retired physician and philanthropist. Evan works directly with clients to develop holistic financial plans and investment strategies.
Services:
Wealth Management, Financial Planning, Investments, Insurance, Investment Management, Philanthropic Advising