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Flores Wealth Planning LLC is a fee-only financial planning firm in New York, NY, offering personalized comprehensive financial planning services and investment management. With over 20 years of experience, Arthur Flores, a Certified Financial Planner professional, is dedicated to providing objective and unbiased advice to help clients save, grow, and protect their assets. They take a personal approach to financial planning, crafting skillful and precise financial plans that cover various areas of clients' financial lives, such as retirement, investment, education, insurance, debt management, and estate planning. As a fiduciary, Flores Wealth Planning puts clients first, providing objective advice with their best interests at heart. They offer a modern and accessible approach, utilizing state-of-the-art financial planning and communication tools to efficiently and securely bring information to clients. With a focus on a holistic approach, they prioritize understanding clients' goals, fears, and financial resources to ensure alignment with their financial plan.Generated from the website

Gargiulo is a New York-based company specializing in a wide range of professional services, including expertise in IPOs, investor relations, executive presentations, and brand marketing communications. With a dedicated team of professionals, Gargiulo offers private equity advisory services, corporate internal communications, and coaching, providing valuable insights and guidance to clients seeking effective strategies and solutions.Generated from the website

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.