Individuals & Families

Transcript of Individuals & Families video

What keeps you up at night? Chances are most of what you’re lying in bed contemplating has a central theme – money and the future.

While we don’t have a crystal ball, my partner and I each have more than 30 years of experience in the financial industry – along with time-tested strategies, which can help align your risk and your needs.

At Apex Securities and Asset Management, we work with a variety of people – from single people just starting out, to families, to retirees and widows.

We take a comprehensive, holistic look at your financial goals and needs. We understand that creating a plan can feel overwhelming. The good news is, we don’t have to implement everything tomorrow. We work at your pace and follow your lead.

We can’t guarantee you’ll never have another sleepless night, but maybe those nights will be spent planning your next family vacation – not how you’re going to pay for it.

Your life path is a series of transitions – let Apex be your guide. We can help get you to your destination.

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AR, AZ, CA, CO, DE, FL, GA, HI, ID, IN, MA, MO, MT, NE, NV, NY, OH, OR, TN, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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