Bridget Harkins, CFP - Wheels Up Wealth, Inc.
Business details
- Category
- Financial Services · Financial planner, Investment service
- Address
- 250 E L St #66, Benicia, CA 94510
- Phone
- (707) 400-0992
- Website
- wheelsupwealthinc.com
- County
- Solano County
About
Whether you need help planning for retirement or guidance on growing your investments, Bridget Harkins, CFP - Wheels Up Wealth, Inc. offers financial planning tailored to you. As a Certified Financial Planner, we take a personal approach to helping clients in Benicia and across Solano County build a clear path toward their financial goals.
Our work centers on financial planning and investment services, with each plan designed around your priorities, timeline and comfort with risk. We take the time to understand where you are today and where you want to go, then translate that into practical steps you can act on.
Whether you are just starting to think about your financial future or refining a strategy you already have, we are here to offer thoughtful, straightforward guidance.
Visit our website to learn more about how we can help you move forward with confidence.
Our work centers on financial planning and investment services, with each plan designed around your priorities, timeline and comfort with risk. We take the time to understand where you are today and where you want to go, then translate that into practical steps you can act on.
Whether you are just starting to think about your financial future or refining a strategy you already have, we are here to offer thoughtful, straightforward guidance.
Visit our website to learn more about how we can help you move forward with confidence.