Wigen Financial

Wigen Financial Services, LLC is a private Investment Advisory company.

As Wigen Financial approaches their 14th anniversary, Wigen Financial is committed to providing clients superior advice and financial services they will need throughout their lives. Wigen Financial is working everyday to try and establish relationships with other companies who offer the financial products our clients will need to get into and through retirement.

Wigen Financial offers Annuity & Insurance products, Financial Planning & Investment Advisory services, and Private Portfolio Management.  Clearing, Custody or other brokerage services may be provided by Fidelity Brokerage Services LLC, Charles Schwab or TD Ameritrade, Members NYSE, SIPC.

Wigen Financial provides a complete line of outstanding annuity, life, disability and long-term care insurance products. Wigen Financial offers these products  through a strategic relationship with a life and health insurance agency representing some of the finest life and health insurance companies in the United States.  Many of the multi-billion dollar firms represented are more than 100 years old and all have A.M. Best ratings from A++ to A.  Other areas of specialization include business planning, retirement planning, and personal planning.

Wigen Financial does not have account minimums, unlike many investment firms do. Wigen Financial is interested in helping all investors, not only investors who have a minimum of $50,000 or $100,000 to invest.

Wigen Financial is always looking for independent financial advisors who would like to join our company and grow their advisory business without the bureaucracy of working under an international brokerage firm.  Each independent financial advisor manages their business without Wigen Financial pressuring them to push certain products or investments to their clients.

All Wigen Financial advisors and advisors working with Wigen Financial through a DBA, work from the same platform, consisting of great business & technical support, and compliance oversight.

Wigen Financial encourages all of our advisors to objectively choose investments that best fit their clients financial concerns or goals, allowing our clients to feel they are being advised and not sold.  The financial industry is full of financial sales people disguised as financial advisors or financial consultants.

Wigen Financial encourages all of our financial advisors to structure their fee structure with clients under the wrap fee programs, which the fee is a percentage of the assets the clients have with the advisor.  When client accounts go up, the fee the advisor receives goes up, and if the clients account decreases, the advisors fee decreases too.

Please look at the top right corner of this homepage for James 40 page Financial/Retirement Plan offer!