A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.
We are a private, bespoke, high-level, wealth and tax advisory firm. We help our ideal clients make smart choices about wealth, retirement, and taxes. As Certified Financial Planners™ and IRS enrolled agents, we are fiduciaries who adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations. This page possibly has reviews from clients of Team Wealth and Tax Advisors and who are not being compensated for sharing their opinion and/or experience with our firm. The testimonial creates a conflict of interest as these posted comments may not be representative of every client’s experience with our firm. Investment advisory services offered through Team Financial Group, LLC, a SEC Investment Advisor, DBA Team Wealth & Tax Advisors. All Tax related services provided through TeamTax, an affiliated company. For disclosure details (including ADV and CRS) and to learn more about our firm, visit our company's website
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Yvette Spillman is the founder and CEO of NRI, and serves as a Registered Investment Advisor, Advanced Tax-Reduction Strategist, and Professional Retirement Advisor. She has been dedicated to serving her clients since 1999. Yvette holds multiple professional licenses and industry certifications. She also serves as a long-time Medicare health plan specialist and educator. She now proudly serves her clients in California, and has a broad reach to serve clients in all 50 states. She comments, "In my 25 plus years of experience, I find that my business owners and individual clients both suffer from a common problem... being taxed to death. It's our responsibility as citizens to pay our taxes, yet we are taxed at every turn and sometimes, grossly overtaxed. I found that in digging into this issue, there are strategic ways that the IRS allows, to significantly reduce taxation both to a business, and to an individual. By building my practice around these unique and little known methods, I am able to truly make a difference in my clients' personal and business lives. Additionally, I enjoy to get to know them and be of assistance with other important planning steps necessary to have a successful retirement." "My philosophy is that retirement can be likened to a puzzle, with many pieces needed to make a complete picture...
CMG leads the mortgage industry in building awareness of the many advantages homeownership while innovating mortgage products that answer the needs of today's home buyer. Ginger Anady, based out of Temecula, CA provides a variety of mortgage solutions tailored to fit the needs of repeat home buyer, first time home buyers, investors, or those who just need to refinance a mortgage. Ginger can teach you about the variety of loan products CMG provides including conventional loans, FHA home loans, VA home loans, Jumbo loans, home improvement loans, USDA home loans, crowdfunding through HomeFundIt, as well as grant and down payment assistance options. Check out their website to meet the team, view the mortgage blog, mortgage calculator, customer testimonials, or start your mortgage prequalification and see what current mortgage rates you qualify for. Get in touch today and experience extraordinary. Founded in 1993, CMG currently operates in all states and the District of Columbia and holds federal agency lending approvals with HUD, VA, RHS, GNMA, FNMA, and FHLMC. CMG thrives on providing a personal customer service experience while functioning with the operational efficiency of a national firm. CMG proudly partners with some of the top real estate agencies, financial planning and investment firms, and builders across the nation to ensure their clients' home purchases close on-time, every time.
Are you new to Medicare? It's time to Retire Happy! We can help you Get More from Medicare. Find out how. We specialize in helping people transition from work to retirement.
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Here at LaBella Financial Services, we aim to improve credit scores and educate our clients with our exceptional credit repair services. With over 10+ years of experience in the industry, we get you the credit score you deserve! Our team of highly knowledgeable and experienced credit repair experts take the headache and guesswork out for you. We relentlessly fight the credit bureaus--TransUnion, Equifax, Experian--to repair your bad credit. Our office is located in Murrieta, but we offer our incredible credit repair services to clients residing throughout California.
