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Wharton Investment Consultants

Virtual Financial Advisor

Stuart has announced he intends to service his existing and new clients virtually.   He has clients in States all over the country and the level of service they receive is no different to that received in office to face meetings, only no need to leave the comfort of your home. 

That means no commuting, no babysitter and flexible meeting times. Being virtual means you do not have to drive, in traffic, to our office. You can meet with us on your lunch break at work, from your couch at home or on even while you are vacation. As long as you have a device and the internet, we can meet.

We have the tools available to us to make this possible and at the same time provide the level of service our clients expect and deserve.