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888.402.9473 (WISE) Ext. 404
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Contact Us

If you have any questions regarding our organization or the services we provide, please get in touch with our team today:

  • 888.402.9473 (WISE) Ext. 406
  • Don Jones, Director of Fiduciary Governance-Ext. 402
    Mike Jones, Chief Financial Officer-Ext. 403
    Trevor Merrill, Chief Operating Officer-Ext. 404
    Tom Bick, Director of Fiduciary Compliance-Ext. 405
    Kristi Dalley, Ext. 407

    Time to take the risk out of your retirement Plan

    Let our industry experts navigate for you the maze of ERISA rules and Regulations.

    Phone:

    888-402-9473 (WISE) Ext. 404

    Email:

    Contact Page

    Address:

    2487 South Gilbert Road,
    Suite 106-454
    Gilbert, AZ 85295

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