101 Summit Avenue
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our licensed team of H D Vest financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Client Services Manager
Wilshire Consultants is sad to announce that Christopher Wilshire, one of our founding partners, a prominent financial advisor, and cattle rancher, passed away on October 21, 2022.
Bookkeeping / Tax Return Preparation
Information Technology Specialist
Certified Financial Planner, Certified Senior Advisor, Accredited Tax Advisor, and Accredited Tax Preparer, Enrolled to Practice before the Internal Revenue Service.