Second Opinion Service

It's free. There is no obligation.

Do you need to get a better handle on your investment plan? Are you looking for confirmation that you're on the right path toward retirement success?

We welcome the opportunity to meet with you.

During the complimentary, no-obligation meeting, we will review where you stand financially and where you want to be. We'll talk about your goals and objectives, family situation and financial concerns. Then, we will evaluate your current plan and provide:

Recommendations for changes to increase the likelihood of reaching your goals; or
A confirmation that you're on track and your investment plan is working to your advantage

Our professional advice is delivered in an easy-to-understand, straight-forward manner – with no confusing investment jargon. Please click the link below to request a meeting.

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, DC, FL, GA, HI, IL, KS, MA, MI, NC, NE, NV, NY, OK, OR, PA, RI, SC, TX, UT, VA, WA). 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.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

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 & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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