Campbell

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.

Lineage Wealth, Inc. is a wealth management firm located in Norfolk, VA, offering a range of comprehensive financial planning services. With a focus on preserving and growing wealth, Lineage Wealth provides tailored strategies to help clients achieve their dreams, goals, and plans. Their experienced team guides clients through the ever-shifting financial landscape, offering proactive solutions and a vaunted communication strategy to keep clients on track. Whether it's portfolio growth, risk management, college savings, or estate protection, Lineage Wealth provides personalized strategies aligned with clients' values. Lineage Wealth's financial planning process evaluates clients' entire financial picture, helping them reach their financial goals. With a range of resources, including articles, calculators, newsletters, and videos, Lineage Wealth keeps clients informed and educated about important financial topics. Their services include tax planning, concierge services, in-depth wealth management, and trust services. As a registered investment advisor, Lineage Wealth is committed to providing exceptional service and guidance to residents of the states in which they are properly registered or licensed.Generated from the website

At Jones CPA Group, we are dedicated to being business partners with our clients. Building successful businesses often requires having accurate and timely financial information, well-defined internal controls and a robust strategic plan. We will provide sound business ideas and solutions that will help you meet your financial and strategic goals. Each of our clients is assigned a service team that they can count on led by one of our shareholders and directors.