The Lenroc Team-Morgan Stanley

Excellence in helping clients like you with your personalized investment and financial strategies

Wells Fargo Advisors, located in Ithaca, NY, operates under the Wells Fargo Clearing Services LLC umbrella, providing a range of investment and insurance products. As a registered broker-dealer and non-bank affiliate of Wells Fargo Company, the firm is committed to helping clients navigate their financial needs with the support of experienced financial advisors. The firm emphasizes the importance of understanding investment risks, including the potential loss of principal, and ensures that clients are informed about the nature of their financial products. Wells Fargo Advisors also maintains a focus on privacy and security, reflecting its commitment to protecting client information. Generated from the website

Our mission is to provide comprehensive wealth management and retirement income solutions to help our clients realize their dreams.