Apella Wealth

Gridley Associates Inc is a Registered Investment Advisor prepared to provide complete investment and wealth management services. We are equipped to assist in the selection and supervision of private money managers and/or directly manage stock, bond, mutual fund, retirement or trust accounts as the needs of the client may dictate. Because we are fee only, our advice is always geared toward the client's best interests. Neither Gridley Associates Inc. nor its employees accepts commissions or third party fees of any kind. The bedrock of our approach to investment management is to maintain balanced, low expenses portfolios. Gridley Associates Inc provides comprehensive, Fee Only financial planning services to individuals and families. We specialize in clients with total assets of $1 million or more but will consider each client on case by case basis. Planning services are tailored to the needs of each client, ranging from comprehensive, in depth financial plans to specific area reviews. Areas we normally cover include the following:

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Wells Fargo Advisors, a prominent financial services firm, offers a range of investment options tailored to meet individual client goals. With a focus on personalized financial planning, their services include estate planning, retirement strategies, and smart borrowing solutions. The firm emphasizes a client-first approach, providing dedicated financial advisors to help clients navigate market volatility and maximize their financial potential. Their insights and resources aim to empower clients in making informed investment decisions while preserving their financial legacies. Generated from the website