Financial Formulas

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.

Expert Financial Group in Denver is a trusted provider of investment and business solutions for independent financial advisors nationwide. Partnered with LPL, they offer cutting-edge tools, technology, and resources to support advisors and their clients in achieving success. Generated from their website's infomation

Mercer Advisors is one of the largest personal financial advisory firms in the United States. With more than $3 billion in assets, it offers a range of financial services for health care and dental professionals. Established in 2001, it employs a staff of over 150 financial planners, attorneys and accountants. The company offers financial planning and investment management services. It also provides cash flow analysis, asset protection, and retirement and business planning services. Mercer Advisors provides disability and long-term care insurance options. It additionally assists clients in the legal documentation of associate and partnership contracts and purchase and sale agreements. The company serves nearly 3,400 clients that include several medical and dental associations. Headquartered in Scottsdale, Ariz., Mercer Advisors maintains offices in Atlanta; Bellevue, Wash.; Schaumburg, Ill.; Dublin, Ohio; Houston; Novi, Mich.; West Conshohocken, Pa.; Santa Barbara, Calif.; and Vancouver, Canada.