Wells Fargo Advisors

Wells Fargo Advisors, operating under Wells Fargo Clearing Services LLC and Wells Fargo Advisors Financial Network LLC, offers a wide range of investment and financial planning services designed to meet individual and business goals. Their offerings include traditional and Roth IRAs, college savings plans, and various advisory services, all aimed at helping clients navigate their financial futures. With a focus on personalized strategies, Wells Fargo Advisors connects clients with dedicated financial advisors who assist in areas such as estate planning, retirement funding, and scam prevention. The firm also provides insights into market trends and investment strategies, ensuring that clients are informed and prepared to make sound financial decisions. Generated from the website

Integrated Financial Partners is a fee-only financial planning firm located in Worcester, MA. We help clients of all ages and stages of life achieve their financial goals through comprehensive financial planning, investment management, and education. We believe that financial planning is about more than just numbers. It's about understanding your goals and dreams, and creating a plan to help you achieve them. We take the time to get to know you and your family, so that we can create a personalized plan that is right for you.