Contact Us

Please feel free to reach out to us below, we'd love to hear from you.

Our Office

4801 Spicewood Springs Road, Suite 200
Austin, TX 78759

Phone: (512) 290-9020
Fax: (512) 290-9010

Our Team

Jessica Blood

Direct: (512) 290-9023

jessica@planwisefin.com 

Contact Form

Jennifer Cooper

Direct: (512) 290-9026
jennifer@planwisefin.com

Heather Heron

Direct: (512) 290-9022
heather@planwisefin.com

Christopher Jones

Direct: (512) 290-9025
chris@planwisefin.com

Stacy League

Direct: (512) 290-9021
stacy@planwisefin.com

Sara Seyer

Direct: (512) 290-9015
sara@planwisefin.com

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PlanWise Financial Group
4801 Spicewood Springs Road, Suite 200, Austin TX 78759

Phone: 512.290.9020  |  Fax: 512.290.9010 

This communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, GA, ID, IL, LA, MA, MD, MI, MN, MS, NJ, NM, NY, OK, PA, TN, TX, UT, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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