How is college planning going? It is never too early to start planning and Wells Fargo Advisors offers a variety of options including 529 plans, Education Savings Accounts and custodial accounts that parents and grandparents can consider.
Are you new to the area and need assistance with your 401(k) Rollover? Single or divorced and need help wading through financial decisions?
Patricia Ouimet, Financial Advisor, continuously taps in to over 20 years of diverse experience in the investment community to help investors. Prior to joining Wells Fargo Advisors Private Client Group she was the manager of one of the largest global financial services funds at John Hancock Funds and is also an experienced equity analyst. Currently she is tapping into that knowledge to assist families and small businesses with targeted financial advice coupled with a high level of personal service.
For a free copy of Saving for Soaring College Costs or Changing Jobs or Retiring. Reminder: April 17th is the deadline to make your 2011 IRA contribution!
Please contact Patricia Ouimet at:
Wells Fargo Advisors
One Harbour Place – Suite 300
Portsmouth, NH 03801
Wells Fargo Advisors does not render legal or tax advice. While this information is not intended to replace your discussions with your tax/legal advisor, it may help you to comprehend the tax implications of your investments and plan tax-efficiently going forward. The material is solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy.
Investments in securities and insurance products are: NOT FDIC-INSURED/NOT BANK-GUARANTEED/MAY LOSE VALUE
Wells Fargo Advisors, LLC, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company.