Summit Pointe Financial, Group LLC

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.

StrongBox Wealth is a premier financial advisory firm based in Lee's Summit, MO. Founded by a team of experienced professionals, they offer customized planning and integrated portfolio management services to help clients achieve their unique financial goals. With a focus on personalized client service and a holistic approach to wealth management, StrongBox Wealth provides expert guidance and support to individuals, families, executives, professionals, business owners, and nonprofit organizations. Through their comprehensive range of services, including custom portfolio management, retirement income planning, multi-generational wealth transition, and charitable legacy planning, StrongBox Wealth ensures that clients receive tailored solutions that align with their individual needs and aspirations. With a commitment to delivering objective and competent advice, they strive to empower clients with clarity and direction on their financial journey.Generated from the website