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25 Charities for 25 Years

Events

 PRESS ADVISORY                                                                            

                 

Local Company Celebrates 25 Years by Donating to 25 Charities

  

HARTFORD, CONN (November 17, 2020) WMGNA, LLC, a tax and wealth management firm, celebrates 25 years serving the community

 In honor of its 25th anniversary, WMGNA, LLC, is donating to 25 charitable organizations. Some of the charities are near and dear to WMGNA’s heart, such as West Hartford Miracle League, University of Hartford Baseball Program, and FoodShare. Other charities are coming from their clients’ hearts, such as Mary’s Place, ALS Association, and Not My Daughter. 

 WMGNA was founded in 1995 with a mission to become a “one-stop” tax and financial membership firm to take care of all their clients’ needs. The WMGNA tax-out subscription model has evolved to become cutting edge in the industry.

 WMGNA is consistently recognized as a Top 25 Financial Advisory firm in the Hartford Business Journal and is headquartered in Farmington, Connecticut, with an additional office in Boca Raton, Florida.

 More Focus on Tax-Out Financial Solutions

 In coordination with their 25th year anniversary, WMGNA recently rebranded, emphasizing Tax-Out Financial Solutions™. Knowing that taxes are a fact of life, WMGNA’s proprietary Tax-Out Financial Solutions™ combines tax savings strategies with on-going financial planning in an effort to maximize wealth. 

 About WMGNA: Provides tax optimization strategies with on-going financial planning to maximize wealth, is headquartered at 10 Talcott Notch Rd, Suite 103, Farmington, CT, with a regional office in Boca Raton, FL.  Since 1995, they have provided unbiased advice to ensure tax and financial solutions are in continuous alignment with their client’s life situation…now and into the future.

 

Disclosure – Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. Advisory services offered through WMGNA, LLC, a Registered Investment Advisor. WMGNA and Triad Advisors, LLC., are separate and unrelated companies.
 Awards Disclosure – Hartford Business Journal, Top Financial Advisory Firm – 2016, 2017, 2019, 2020 Top RIA Firms – Recognized firms were selected based on data gathered on areas such assets under management, staffing, revenue, and other firm-level details. There was no charge to be included in this award listing. 25 firms from the Greater Hartford area were selected for this award.