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V3 Financial Wealth Strategies

Name: V3 Financial
Address: 417 North Milwaukee St., Waterford, WI, 53185, US
Telephone: 262-534-1177

417 North Milwaukee Street
Waterford, WI 53185

Phone:

262.534.1177

Fax:

262.534.4477

E-mail:

info@v3financial.com

Welcome

At V3 Financial we strive to help educate individuals, families, and businesses on how to build wealth most efficiently. This is why we're dedicated to providing our clients with a game plan to help achieve their goals, give insight about the markets and economy, and keep them accountable by meeting with them at least once a year to keep them on the right track. To learn more about how we could help you please give us a call at 262-534-1177, or email us at info@v3financial.com to find out more information.

Business Hours:

Monday-Thursday 7:30am-4:30pm

Friday 7:30am-4:00pm

Closed Saturday-Sunday

Calculators

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Contact Us

Please feel free to contact us with any questions.

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Newsletters

HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Moving to Another State? Consider These Tax Moves

Moving to a new state may have tax consequences that can follow you long after you settle in.

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Calculators

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