Welikey Financial Planning LLC, located in Smithtown, NY, is a trusted advisor committed to helping individuals worry less about their financial future and enjoy life more. They offer holistic financial advice, addressing all aspects of their clients' financial concerns, including retirement, investment strategies, tax and estate planning, insurance, and more. As a Registered Investment Advisor, they provide independent fee-only financial planning and investment advice, ensuring client needs are always put first.
With a focus on personalized financial solutions, Welikey Financial Planning works directly with clients, providing easy-to-understand recommendations and assisting in their implementation every step of the way. Their fee-only approach avoids conflicts of interest, as they sell no products and receive no commissions. Instead, clients pay a fixed fee for objective, personal advice on how to achieve their financial goals. Welikey Financial Planning is dedicated to helping individuals build a secure and independent financial future, allowing them to fully enjoy life.
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