
Financial ServicesFinancial AdvisorFinancial consultantFinancial Planner
Canoe & Current Wealth Strategies
Midway, Utah
Phone(925) 954-6588
Websitecanoeandcurrentwealth.com/
Description
Canoe & Current Wealth Strategies is a trusted finance and financial advising firm serving Midway, UT, dedicated to helping clients achieve their financial goals through comprehensive wealth management solutions. As experienced financial planners, they specialize in providing personalized financial advising and investment services tailored to each client's unique needs. Their extensive service portfolio includes diverse investment options such as bonds, common stock, treasury bills, treasury notes, and government securities. They offer various retirement account solutions including Traditional IRA, Roth IRA, SEP IRA, Simple IRA, and Educational IRA, along with brokerage accounts and variable annuities.