As financial professionals, we often get asked by clients about our thoughts on websites and tools that might be useful for personal wealth management and financial planning. Here are several to check out and bookmark to your resource lists.
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On behalf of Magellan Financial, we thank you for taking the time out of your busy day to review our resources page. If you find these tools and websites helpful, please forward them on to others. If you have any questions or would like to be added to our email list to receive further resources directly, or would like help with your investments, we can be contacted at 484-240-5743, via email, or by subscribing via the side panel at right.
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Magellan Financial
1605 N Cedar Crest Blvd #111
Allentown, PA 18104 USA
This information is intended for use only by residents of AZ, CA, CO, CT, DC, DE, FL, IL, IN, MA, MD, NC, NJ, NM, NY, OH, PA, SC, UT, VA, VT, WA, or WI. 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. Insurance-related services may not be provided to individuals residing in any states other than AZ, CO, FL, MA, MD, MO, NJ, NY, NC, OH, PA, SC, TX, VT, VA.
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), Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. 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.
A note about Social Media:
Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.
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