FIDELITY INVESTMENTS

Wells Fargo Advisors, a registered broker-dealer and member of SIPC, operates under Wells Fargo Clearing Services LLC and Wells Fargo Advisors Financial Network LLC, providing a range of investment and financial planning services tailored to individual goals. Their offerings include traditional and Roth IRAs, advisory services, risk management products, and various strategies aimed at navigating market uncertainty and maximizing financial independence. The firm emphasizes a client-first approach, pairing individuals with dedicated financial advisors to assist in retirement planning, estate management, and wealth preservation. Through comprehensive market insights and personalized strategies, Wells Fargo Advisors seeks to empower clients to invest on their own terms while aiding in effective financial decision-making throughout different life events. Generated from the website

DMG Financial Group in Minneapolis, MN, offers personalized financial advice aimed at helping clients achieve their financial goals. The firm is staffed by a team of qualified advisors holding various prestigious designations, including CFP, AEP, and CFA, each demonstrating expertise in areas such as investment management, estate planning, and retirement strategies. With a commitment to ethical practices and ongoing education, DMG Financial Group ensures its advisors are well-versed in the complexities of financial planning. Their comprehensive services cater to individuals, families, and businesses, addressing a wide range of financial needs, from asset management to wealth transfer and retirement planning. Generated from the website

Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.