Silver Sail Wealth Advisors

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.

Sun Life Financial in Dallas, TX is dedicated to making care and benefits easier for plan members and their families, employers, brokers, consultants, and dental offices. They offer solutions to streamline the process of submitting and tracking claims, accessing dental benefits, finding healthcare providers, and managing investments. With a focus on expanding access to healthcare and coverage, Sun Life is committed to improving member outcomes by enhancing connectivity through Sun Life Link, providing access to the best care through Health Navigator powered by PinnacleCare, and appointing Miles Varn, M.D., as Chief Medical Officer to lead their efforts in advancing employee health and engagement.Generated from the website

Beta Capital Group, located in Dallas, TX, offers investment opportunities tailored for sophisticated non-accredited investors. The firm emphasizes accessibility by providing a platform for potential investors to engage with their offerings through scheduled appointments. With a focus on inclusivity, Beta Capital Group is committed to broadening participation in the investment landscape. Their approach allows individuals to join in on investment opportunities, ensuring that a wider audience can benefit from their expertise and track record. Generated from the website