David Cawthon Insurance & Financial Services

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.

Schlipman Wealth Advisors is a financial advisory firm based in Quincy, IL, dedicated to helping individuals and families pursue true wealth. Their team of experienced financial advisors offers a range of services including investment management, financial planning, retirement planning, tax planning, and estate planning. With a focus on personalized strategies, they aim to help clients achieve their financial goals and secure their future. As a trusted coach and advocate, Schlipman Wealth Advisors guides clients through life's important financial decisions, providing accountability and support at every stage. Their comprehensive approach includes creating tailored financial plans, implementing disciplined investment strategies, and offering expert advice on estate planning. With a commitment to helping clients define and achieve their vision of true wealth, Schlipman Wealth Advisors is dedicated to providing the guidance and resources needed for financial success.Generated from the website

Kennedy Wealth Group is a comprehensive team of dedicated financial professionals with 19 years of experience, offering comprehensive wealth planning services for high-net-worth clients. They specialize in areas such as tax law, estate planning, wealth preservation, asset protection, business succession, and family legacy planning. With a focus on education and knowledge, their financial advisor, Jeff Kennedy, is a former Navy fighter pilot and a fiduciary committed to providing trusted guidance to their clients. They cater to astute investors and work closely with CPAs to enhance value and improve client engagements through professional education. Kennedy Wealth Group helps clients navigate complex financial situations, such as reducing stock market exposure, long-term care needs, asset protection, and estate tax liabilities. Their goal is to guide clients on their path to financial freedom and ensure their dispositive desires are met.Generated from the website