Moneywise Inc
Legal Name: MONEYWISE INC
Full Contact Details
Moneywise Inc
1563 CROSSINGS CENTRE DRIVE, SUITE 100, FOREST, VA
434-316-9356
855-692-1471
Other Info
Moneywise Inc, legally known as MONEYWISE INC, is a Virginia-based corporation that specializes in financial advisory services. With a team of 8 employees, 7 of whom are in advisory roles, the company has maintained an SEC Approved status since March 1984. Although the number of clients served remains unknown, the firm's long-standing registration with the SEC is a testament to its credibility and expertise in the field of finance.
Lynchburg, Virginia Financial Advisors & Financial Planners
At HSC Wealth Advisors, we believe in providing unbiased financial and investment advice. Learn how our team of experienced financial advisors can help.
Direct Owners
-
JOEL ERIK BENGDS
VICE PRESIDENT owns more than 25% but less than 50%
-
JOSEPH DIXON ESKRIDGE
PRESIDENT / CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
-
JUSTIN MILES VICTOR
VICE PRESIDENT owns more than 25% but less than 50%
Firms Located Nearby
Top Holdings
- SCHWAB STRATEGIC TR $20,186k
- SCHWAB STRATEGIC TR US SML CAP ETF $13,469k
- SCHWAB STRATEGIC TR US MID-CAP ETF $12,887k
- SCHWAB STRATEGIC TR $10,004k
- INVESCO EXCHNG TRADED FD TR $7,877k
- SCHWAB STRATEGIC TR US REIT ETF $7,482k
- ISHARES TR MIN VOL EAFE ETF $6,670k
- INVESCO EXCHNG TRADED FD TR S&P MIDCP LOW $6,346k
- INVESCO EXCHNG TRADED FD TR $6,009k
- ISHARES TR CORE S&P500 ETF $4,507k