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Moors & Cabot Investments, founded 130 years ago, is a wealth management firm that emphasizes building strong relationships with its clients. The company combines the expertise of veteran financial professionals with personalized strategies to address unique financial goals and challenges. With a robust array of capabilities, Moors & Cabot offers a variety of services including financial planning, investment management, trading services, and trust planning. Their commitment to serving as a true financial partner sets them apart in the industry. Generated from the website

Beard Financial Services Inc is a reputable financial firm located in Youngstown, OH, specializing in employer retirement plan design and administration, investment planning, and wealth management services. With a dedicated team of professionals, Beard Financial Services Inc offers comprehensive solutions to help individuals and businesses achieve their financial goals and secure their future.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.