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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.

The Walden Group, based in Tarrytown, NY, is a strategic healthcare merger and acquisition advisory firm specializing in medical technologies. They offer a customized sell-side approach and represent larger companies in buy-side engagements, providing sophisticated strategic consulting services tailored to the healthcare sector. With a proven track record in completed transactions across various sectors, including surgical instruments and ophthalmics, the Walden Group is known for its in-depth understanding of client needs and market nuances. Their commitment to a non-cookie-cutter approach sets them apart in the competitive landscape of healthcare advisory services. Generated from the website

Hartwell Planning LLC is a fee-only personal financial planning firm based in New York, NY, dedicated to helping individuals take control of their personal finances. With a focus on the client's goals and aspirations, they provide comprehensive financial plans that encompass all aspects of their financial life. By assembling a team of professionals tailored to each client's unique circumstances, Hartwell Planning ensures efficient and cost-effective collaboration to implement and update the financial plan as the client's life unfolds. With a commitment to acting in the client's best interests, they do not sell investment or insurance products, nor do they take money under management, ensuring transparency and avoiding conflicts of interest.Generated from the website