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The WFG Client app provides an intuitive financial dashboard of your finances, a document vault, interactive reports, and much more

WFG Client App

by Williams Financial Group, LLC

What is it about?

The WFG Client app provides an intuitive financial dashboard of your finances, a document vault, interactive reports, and much more. Access your account and financial plan information on the go in a secure and easy to use mobile app. This app is accessed by invitation only and is reserved for the exclusive use of Williams Financial Group clients only.

App Details

Version
5.14.1
Rating
NA
Size
38Mb
Genre
Finance Business
Last updated
September 17, 2024
Release date
July 25, 2023
More info

App Screenshots

App Store Description

The WFG Client app provides an intuitive financial dashboard of your finances, a document vault, interactive reports, and much more. Access your account and financial plan information on the go in a secure and easy to use mobile app. This app is accessed by invitation only and is reserved for the exclusive use of Williams Financial Group clients only.

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