Center Square Assett Management

Nourish Wealth Management in Kingston, NY is dedicated to cultivating sustainable wealth for skilled professionals and multigenerational families. They provide comprehensive financial planning services, including retirement planning, insurance, tax planning, estate planning, investment management, and more. Led by Katie Johnston, the team at Nourish Wealth Management partners with clients to align their financial goals with their personal values, advocating for a more sustainable and just world. Through thoughtful money management, they empower individuals to fully experience life and celebrate the benefits of their dynamic lifestyles.Generated from the website

Jeff Baker Wealth Management is a financial advisory firm based in Greenfield, MA, specializing in personalized investment strategies and wealth management services. With a focus on long-term financial planning, the firm offers comprehensive guidance to help clients achieve their financial goals and secure their financial future. Generated from their business information

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.