Moneywise Inc is a financial services company based in Lexington, KY, offering a range of services including certified financial planning and accounting. Led by Lisa P. Castle, a Certified Financial Planner Professional, the company provides expert advice and guidance to clients, helping them navigate their financial goals and make informed decisions.
With a focus on personalized service and a deep understanding of the industry, Moneywise Inc is dedicated to helping individuals and businesses achieve financial success. Their team of experienced advisors, in collaboration with Fidelity, ensures that clients receive comprehensive and tailored solutions to meet their unique needs.
Generated from the website