What Is Your Reason For Visiting This Page?
Most people who meet with us do so for the following reasons:
They have no clear strategic direction towards meaningful investment planning and wealth management, and no direction involving a methodology
Why Do Clients Join Our Practice?
What Common Objectives Do Our Clients Share?
Who Makes Up Our Client Base?
Our clients consist of the following:
Wells Fargo Advisors Financial Network is not a legal or tax advisor.
Unsure about your direction or methodology for meaningful investment planning and wealth management? Contact us and one of our experienced professionals/advisors can help provide clarity of thought.
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This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above.Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV).
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|Not insured by FDIC or any Federal Government Agency||May Lose Value||Not a Deposit of or Guarantee by a Bank or Any Bank Affiliate|
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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo. Oxford Harriman & Company is a separate entity from WFAFN.