David Boland Jr Office

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.

Lincoln Financial Advisors, also known as Sagemark Consulting, is a full-service planning organization that offers a variety of financial security products and services throughout the United States. It provides customized financial plan development, retirement strategies and assets evaluation services. Lincoln Financial Advisors also offers real estate and ownership planning services. The company specializes in investment management and wealth protection strategies development services, as well as conducts various case studies. It provides assistance with a range of succession issues, such as stock redemption, private annuities, family partnerships, cross purchases, life insurances and buy-sell agreements. Lincoln Financial Advisors maintains a presence in Chicago and is a part of Lincoln National Corporation, which is one of leading providers of financial services in the United States and operates under the marketing name of Lincoln Financial Group.

Raymond James Financial Services is a reputable financial firm based in Jacksonville Beach, FL. They offer a range of financial services and investment options to help clients manage and grow their wealth. With a team of experienced financial advisors, Raymond James Financial Services provides personalized advice and strategies tailored to each client's unique financial goals and circumstances. Generated from their business information