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        (262) 939-8885Call
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        Map & DirectionsDirections1404 Prairie DrMount Pleasant, WI 53406Write a ReviewWrite Review

        More Info

        "At The Roots Of Your Healthiest Money Tree"

        General Info
        **WE ALSO ACCEPT CASH, AND IN THE PROCESS OF ACCEPTING DEBIT OR CREDIT CARDS**SLEY Capital Advisors L.P. is an independent and fee-only financial and investment advisory services firm. Our uniqueness stems from our investment strategy flexibilty and distinguishing philosophy, which allows us to create an investment plan you are highly comfortable with. We only do consultations in-home or at a public place decided upon by you, but consider this a good thing because this means savings for both of us.
        Neighborhood
        Mount Pleasant
        Accreditation

        Obtaining M.B.A., Certified Financial Planner, and Master Wealth Professional Certifications

        Categories
        Investments, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services

        Reviews

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        blenord

        10/01/2009

        Overall
        Great All Around Advisor

        I think that this financial advisor really went above and beyond my expectations. In my consultation he taught me many new things about investing and finance that I can carry on with me. I felt like the consultation was very personalized just for me, and in the end I felt like I received a truly customized investment plan which I will be very comfortable with in the future. Overall, my experience with this advisor was exceptional.

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        Details

        Phone: (262) 939-8885

        Address: 1404 Prairie Dr, Mount Pleasant, WI 53406

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