As a client of James S. Karageorge, our goal is to design a plan to help protect your assets and to assist you in your quest for long term wealth accumulation. We do this by helping you understand the opportunities and rewards that come from taking a proactive approach to your personal financial situations, and by affiliating with Wells Fargo Advisors Financial Network. As part of Wells Fargo Advisors Financial Network, we can offer our clients one of the most exceptional product platforms in the financial services industry, as well as knowing your assets are held in custodian by one of the nation's premier institutions.
By being an Independent Practice our loyalty belongs exclusively to you, our clients. Our name is on the door, and we are locally owned and operated. Independence gives us the ability to offer you financial leadership-not product sales based on corporate initiatives or share holders profits. Being locally owned and operated allows us to locate in a convenient place for our clients and be directly involved in our communities.
If you are ready for a local team with market focus and direction, with access to the resources of a national firm rated #1 by its clients in an independent survey*, we would like to invite you to come in for a free, no obligation review of your current investments or portfolio.
Call us today at 740-593-3306.
*Based on number of financial advisors as of 6/01/2009. Statistics include: Wells Fargo Advisors, LLC, Wells Fargo Advisors Financial Network, LLC and Wells Fargo Investments, LLC. Members SIPC, non-bank affiliates of Wells Fargo & Company.