Ameriprise Financial

Carey James & Associates, located in Arroyo Grande, California, specializes in providing financial and investment advisory services, focusing on high net worth investors. They emphasize a rules-based investing philosophy and offer structured outcomes to help clients protect and grow their wealth. Partnering with Centaurus Financial Inc., a registered broker dealer and investment advisor, the firm is committed to delivering tailored solutions without offering tax or legal advice. Their mission revolves around safeguarding client investments while ensuring they remain informed through market updates and educational resources. Generated from the website

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.

SpecialtiesRetirement Planning, Estate Planning Considerations, Portfolio Design and Management, Life and Long-term Care Insurance Solutions, Wealth Management. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC