Preece Financial Services is a DBA of Wealth Planning Advisors LLC, a Registered Investment Adviser (RIA) registered in WI, MN, and AZ. For information on other DBAs, please review form ADV 2A.
Financial and investment advice and planning offered through Wealth Planning Advisors LLC. Advice and planning are offered only to clients who have a signed and active engagement with Wealth Planning Advisors LLC.
Tax preparation and advice and accounting services are offered through Preece Accounting Services LLC, which does business as Preece Financial Services.