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About

W3 Financial Group is an experienced, full-service financial planning and Accounting firm. W3 has been helping people prepare for and successfully retire for over 30 years. When you partner with a full-service financial planning and accounting firm that offers both wealth management and business accounting services, you get access to one team that keeps a finger on the pulse of your complete and clear financial picture. Whether you’re seeking meticulous accounting services or strategic wealth management, our dedicated teams are here to tailor a plan that aligns with your financial goals. We respect existing relationships and welcome the opportunity to complement your current financial strategy.

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