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Financial firm celebrates
FARMINGTON - Comprehensive tax and financial management firm, Wealth Management Group of North America, LLC (WMGNA), celebrated its 18th anniversary of its start. The company was founded in 1995 by Daniel J. Friedman, CEO and Brian P. Beck, President & CFO as a "one-stop" tax and financial management group to assist individuals and small business in coordinating all of their financial matters.
The firm's goal is to save money on taxes and unnecessary expenses, de-junking and de-stressing their lives, and assisting them in making smart choices with their money. WMGNA continues a distinctive fee-based program that allows for unbiased strategic wealth planning from an independent, cohesive team of professionals including CPA's, lawyers, bankers, insurance professionals and money managers.
WMGNA uses a breakthrough strategy, developed to assist way families and small businesses manage their lives and finances by successfully implementing the Power of True Success™ for retirement:
The partners are actively involved in supporting their local communities. They host a food drive each year for the West Hartford Food Pantry, sponsor a scholarship award for a Bloomfield High School student each year, sponsor the Hartford Hawks baseball team, sponsor the West Hartford Youth Football League, and put on a charity car wash for the Miracle League of Connecticut.
WMGNA uses a breakthrough strategy, developed to assist way families and small businesses manage their lives and finances by successfully implementing the Power of True Success™ for retirement:
The partners are actively involved in supporting their local communities. They host a food drive each year for the West Hartford Food Pantry, sponsor a scholarship award for a Bloomfield High School student each year, sponsor the Hartford Hawks baseball team, sponsor the West Hartford Youth Football League, and put on a charity car wash for the Miracle League of Connecticut.
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