Copia Wealth Management

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.

Rosell Financial Group is a financial planning firm located in Bend, OR, dedicated to helping clients achieve their financial goals. With a focus on personalized service, they offer a range of services including investment management, retirement planning, and estate planning. The team at Rosell Financial Group combines expertise with a commitment to understanding each client's unique situation, ensuring tailored strategies for financial success. Generated from this place's information

Miller Ferrari Wealth Management is an independent wealth management firm located in the picturesque city of Bend, Oregon. With a team of experienced financial advisors, they offer personalized and value-driven financial planning services, investment management solutions, retirement plan design and management, and risk management assistance. Committed to transparency and driven by their clients' goals, desires, and values, Miller Ferrari Wealth Management takes a team approach and is not beholden to any specific way of doing things. Their portfolios are designed to provide solid, long-term, risk-adjusted returns, and they strive to safeguard their clients' financial future through comprehensive risk management strategies.Generated from the website