Archived App
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
This firm offers personalized financial guidance, specializing in retirement, wealth, and business planning. They act as fiduciaries, prioritizing client interests and providing access to licensed tax professionals for comprehensive financial and tax strategies.
What's New in Whitney Financial Strategies
1.2
December 3, 2020
We are continuously trying to improve our app. This version contains some bug fixes
FAQ
What services does Whitney Financial Strategies offer?
Whitney Financial Strategies specializes in retirement planning, wealth management, and business planning. They also offer investment tax strategies, tax preparation, accounting, and tax court representation through their on-staff licensed tax advisor/attorney.
Is Whitney Financial Strategies a fiduciary?
Yes, Whitney Financial Strategies is a fiduciary. This means they are legally obligated to put your financial interests ahead of their own when providing recommendations and services.
What devices is Whitney Financial Strategies available on?
Whitney Financial Strategies is available on iPhone, iPad, and iPod devices.
What is the age rating for Whitney Financial Strategies?
Whitney Financial Strategies has an age rating of 17+, indicating it is intended for mature audiences.
How often is Whitney Financial Strategies updated?
The latest version of Whitney Financial Strategies is 1.2, which was last updated on December 3, 2020. The initial release date was November 16, 2020.
What is the user sentiment for Whitney Financial Strategies?
Based on the provided data, Whitney Financial Strategies has a perfect 5.0-star rating from 3 reviews, suggesting very positive user sentiment.
Does Whitney Financial Strategies have ads?
The provided data does not indicate whether Whitney Financial Strategies contains advertisements. The 'hasAds' field is null.
What is the pricing for Whitney Financial Strategies?
Whitney Financial Strategies is available for free. As a fee-based Registered Investment Adviser Firm, their services are structured around fees for advice and management, rather than app purchase price.
