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Main Line Group Wealth Management

About Main Line Group Wealth Management

Main Line Group Wealth Management has been helping generations of investors grow, protect, and manage wealth since 2009. We continue that proud tradition by providing comprehensive wealth management services and customized advice. Our focus includes investment counsel, insurance review, and liability management, along with retirement, education, and trust and estate planning. Additionally, we assist business owners with succession planning and employee retirement plans.

Min project size

50,000+

Hourly rate

50 / hr

Employees

2

Locations

United States

Year founded

Founded 2009

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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