Wells Fargo Advisors in Saginaw provides clients with investment planning advice while utilizing investment planning and extensive experience. We primarily work with pre and post retirement clients in establishing asset allocation strategies and retirement planning guidelines along with cash flow analysis. Our primary goal is preservation of principal along with "reasonable growth". We strive to educate individuals on their options for their retirement plan assets throughout the Great Lakes Bay Region.
Focus: Retirement planning, asset allocation, cash flow analysis, investment recommendations, and professional account management for individual and institutional investors.
This information is intended for use only by residents of Alabama, Arkansas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Massachusetts, Michigan, Mississippi, Nevada, North Carolina, North Dakota, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina Texas, Virginia, Washington, and Wisconsin.
Associate(s): Kenneth Lechner, Financial Advisor, Zackary Lechner, Financial Consultant, Thomas Braley, Financial Advisor, David Bry, Financial Advisor, Kathleen Woods, Registered Client Associate , The LeRoy/Bartnikowski Group of Wells Fargo Advisors which include: Lee LeRoy, Branch Manager & Financial Advisor; Sarah Bartnikowski, Financial Consultant ; Haley Cottrell, Registered Client Associate, as well as The Holyszko Group of Wells Fargo Advisors which include: Jason Holyszko, Financial Advisor, and Tammy Mentel, Senior Registered Client Associate.
Investments in securities and insurance products are: NOT FDIC-INSURED/NOT BANK-GUARANTEED/MAY LOSE VALUE
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.