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Technology and The Wealth Management Space

Technology and The Wealth Management Space

Update: 2022-03-21
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Join Brennan Hollenbeck, AIF®, Wealth Advisor, and Alex Helms, Wealth Advisor, for an in-depth discussion on Technology and the Wealth Management Space. In this episode, they share how the wealth management space, in general, has embraced technology and what Mueller Financial Services has done over the last couple of years to enhance its technology capabilities.

For more information, please contact:

Brennan Hollenbeck, AIF®
Wealth Advisor
bhollenbeck@muellersolutions.com
312.888.4638

Alex Helms
Wealth Advisor
ahelms@muellersolutions.com
630.524.5260

https://www.muellerfinancialsolutions.com/

Thank YOU for listening! Visit www.muellerfinancialsolution.com for more information about our firm.

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Securities offered through LPL Financial. Member FINRA / SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Mueller Financial Services, Inc. are separate entities from LPL Financial.

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Technology and The Wealth Management Space

Technology and The Wealth Management Space

Mueller Financial Services, Inc.