Our World Class Resources

Our clients value the simplicity of a one-stop financial resource that comes through our collaboration with one another and other Wells Fargo Advisors Financial Network professionals.

One of the greatest values the Levy, Daniel and McGee Wealth Management Group provides is the ability to work with other professionals from numerous Wells Fargo Advisors Financial Network affiliated companies in order to provide our clients with comprehensive wealth management solutions. We work hard to connect our clients with the right people in the right affiliated companies so we can help them reach their goals. 

Our Capabilities Wealth Management Resources

 

 

  1. Wells  Fargo  Advisors Financial Network,  LLC  is  not  a  legal  or  tax  advisor.
  2. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo Advisors Financial Network and are underwritten by unaffiliated insurance companies.
  3. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors Financial Network.  Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

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