Evervest

Capital Advisory Group LLC, based in Bloomington, MN, specializes in providing comprehensive advisory services to high-net-worth investors. Led by founding partner Brett Machtig, the firm addresses clients' most pressing financial concerns, including estate planning, business succession, and tax optimization. With a focus on innovative solutions and a commitment to ethical practices, Capital Advisory Group benchmarks client fees against industry standards to ensure optimal investment strategies. The team of experienced financial advisors collaborates closely with clients to navigate the complexities of the current economic landscape and achieve financial freedom. Generated from the website

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.

Raymond James Financial Services, situated in Minneapolis, MN, is a distinguished financial institution that excels in providing personalized wealth management services, investment banking expertise, asset management solutions, and capital market offerings. Catering to a diverse clientele including individuals, businesses, and municipalities, they offer comprehensive financial planning, portfolio advisory strategies, and specialized support tailored to each client's unique financial objectives. With a wealth of experience at their disposal, Raymond James specializes in guiding clients through intricate financial landscapes, offering meticulous analysis and individualized care to help them make informed decisions. Renowned for their emphasis on prudent risk management, Raymond James empowers clients to both safeguard and grow their financial resources while facilitating effective wealth transfer strategies. Despite their global reach, the company maintains a strong community-focused ethos, ensuring that clients receive attentive, meaningful, and objective-driven solutions. By blending detailed analysis with personalized attention, Raymond James Financial Services stands out as a reliable partner in navigating the complexities of the financial world, empowering clients to achieve their financial goals with confidence. Generated using this brand's available information