Edward Jones - Financial Advisor: Gabe W Grote

With financial advisors specializing in retirement planning, estate planning, tax planning, and general wealth management, BentOak Capital has the collaborative resources to address your individual needs.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Wells Fargo Advisors in Weatherford, TX is a branch of Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo Company. They offer a range of investment and insurance products, providing financial advice and services to clients. With a team of experienced Financial Advisors, including Alannah Chartier and Brian Payne, they strive to help clients navigate the complexities of investing and manage their financial goals. Their services are subject to investment risks, and they emphasize the importance of understanding these risks, including the potential loss of the principal amount invested. Generated from the website