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Wealth Transition Finance, A Member of Advisory Services Network, LLC

Wealth Transition Finance, A Member of Advisory Services Network, LLC, is a financial services practice dedicated to helping women who want to level-up their financial situation with personalized service, timely communication, and practical advice. Consultative financial planning services and investment management services are available for a one-time or on-going cost. Please visit our website for more information: https://www.wtf-asn.com/.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Wendolyn Forbes, ABFP™, CFP®, Chartered SRI Counselor™, MPAS
NAPFA-Registered Financial Advisor
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

37 Church Street Suite 11 Waynesville, NC 28786 Phone: (828) 734-4868

Primary Office

37 Church Street Suite 11 Waynesville, NC 28786 Phone: (828) 734-4868