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Finance and InsuranceWells Fargo
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Rep/Contact Info
Given the opportunity to serve your investment needs, I will start by listening to what is most important to you. Then I will work with you to develop a plan to help meet your personal financial goals. I will always explain my investment recommendations in plain English, and then with your permission, I will implement those recommendations in an efficient and cost-effective manner. We will adjust investment strategies as the markets change, or as your personal situation dictates. I will keep you up to date, and I always take extra care to be proactive during times of uncertainty.
I welcome a discussion about what is most important to you and those you care about.
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