Purshe Kaplan Sterling Investments

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.

Fagan Associates is an independent financial advisory firm based in Troy, NY, with over 31 years of experience in providing personalized services to meet the individual needs of their clients. Specializing in retirement planning, investment management, financial planning, and business corporate services, their team of investment advisers is dedicated to safeguarding the financial future of their clients. With a focus on proper portfolio construction and diversification across various industries, Fagan Associates emphasizes the importance of maintaining reasonable valuations and staying informed about market trends. Their recent publications offer insights into market commentary and analysis, guiding clients in making informed decisions for their financial well-being.Generated from the website

Saratoga Investment Solutions is a boutique financial firm based in Saratoga Springs, NY, offering tailored services to individuals and professionals seeking to simplify their finances and align their wealth with their life goals. Founded by Cynthia Zalewsky, a Certified Financial Planner, the firm specializes in providing holistic financial planning at every stage of one's career, whether it be for medical professionals, veterinarians, retirees, or those preparing for retirement. With a focus on increasing the value of clients' lives rather than just the size of their wallets, Saratoga Investment Solutions offers solutions for business transition, trust and estate planning, student loan debt, employee benefit optimization, wealth distribution, risk coverage, and practice buy-ins.Generated from the website