JW
Jennifer Whitmer
Part Time Accountant & Operations Specialist at Hilltop Wealth Solutions
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Work Experience
Part Time Accountant & Operations Specialist
Feb 2014 - Present · 10 years and 11 months
Accountant - Part Time
Feb 2014 - Feb 2018 · 4 years
Controller
Oct 2012 - Dec 2013 · 1 years and 2 months
Company Details
As Independent Registered Investment Advisors — with a fiduciary obligation and legal mandate to act in every client’s best interest — Hilltop Wealth Solutions provides comprehensive advice to build a tailor-made financial plan that’s optimized for you. Our experienced professionals lift from your shoulders the weight of investment decisions and tax regulations, retirement income, and legacy planning. And our partnership with Helios Quantitative Research adds sophisticated, research-driven investment capabilities to meet the needs of individuals and their families. With 5 locations in 3 states — Mishawaka, Bremen, and Michigan City, Indiana; Royal Oak, Michigan and Fort Myers, Florida — we look at every detail of your wealth to help ensure your bottom line grows in ways that best serve you. You’ve climbed the mountain. Let Hilltop help you enjoy the view.
Year Founded
1989
Social Media
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Industry
Financial Services
HQ Location
3340 Hickory Rd Mishawaka, Indiana 46545, US
Keywords
Wealth ManagementFinancial PlanningRetirement PlanningFinancial ServicesInvestment ManagementPortfolio ManagementAsset ManagementWealth AdvisoryFinancial AdvisoryHolistic Financial Planning
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