Marshall Financial Group

Raymond James Financial Services, based in Lake Mary, FL, is a global financial services firm known for providing trusted advice and tailored sophisticated strategies to individuals and institutions worldwide. With a focus on understanding the unique complexities of each client's life, Raymond James advisors offer personalized financial planning and investment solutions backed by a team of specialists in various fields, showcasing the firm's commitment to working responsibly and sustainably through corporate responsibility initiatives. Generated from the website

Ziegler is a specialty investment bank based in Chicago, with a focus on healthcare, senior living, education, and municipal finance sectors. They provide a range of services including capital raising, strategic advisory, and equity and fixed income sales trading. Known for their expertise in FHA HUD mortgage lending, Ziegler serves a diverse clientele including hospitals, healthcare services, senior living facilities, educational institutions, and municipal entities, aiming to make a positive impact on the communities they work with. 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.