William Midler - SafeMoney.com

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Agenda Financial President & Founder
1425 Locust St 17d Philadelphia PA 19102

Phone: 800-797-0442

Mobile: 602-363-6163


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For over 40 years, Bill Midler has been providing his clients with valuable financial products and solutions. As one of the premier financial professionals in today’s retirement income market, he specializes in tax advantaged and wealth transfer strategies that meet the needs of his clients in various stages of retirement. For nearly four decades, Bill Midler has demonstrated a remarkable ability in helping clients understand the features and products available in today’s complex financial environment. Bill routinely facilitates the ever-changing world of income planning in retirement and the latest strategies designed to meet the needs of those in or near retirement. Mr. Midler is also well versed and has been helping Veterans and their families get access to benefits through the Aid & Attendance program for years.

He is a member of Disciplined Advisor Network and also a member and educator of the Wealth and Wisdom Institute, representing some of the most highly rated financial institutions in the country.

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