A team of experienced insurance & financial professionals specializing in forging innovative strategies which utilize the most comprehensive financial planning processes, products, solutions, and the most sought-after professionals in the business.
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.
Dana Ehrlich is a Board Certified Bankruptcy Attorney by the Texas Board of Legal Specialization and the American Board of Legal Specialization in Consumer Bankruptcy Law. Bad things happen to good people. When they do, you may need a Fresh Start. Dana Ehrlich is the Fresh Start Attorney.
Wealth Management Employee Benefits AFLAC Colonial Life Commercial Insurance Farm & Ranch Insurance Long Term Care Personal Home and Auto Insurance Life Insurance
At Secure Path Financial Management, we encompass a wide range of activities and industries that play a crucial role in the functioning of economies and the management of individual and small business finances. As a financial professional we help individuals and businesses make informed financial decisions, navigate complex financial landscapes, and work towards achieving their financial objectives. Secure Path Financial Management possesses expertise in managing financial matters, providing advice, and assisting clients in achieving their financial goals.
Making Sense of Investing Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
