Fam Funds

Optimus Group LLC is an independent financial services firm located in Halfmoon, NY, specializing in helping individuals and families create customized retirement strategies. With a team of experienced professionals, they offer a range of financial services, including retirement income strategies, legacy planning, and tax strategies for retirement. Their goal is to help clients regain control of their financial future and ensure they have a plan that continues to work even after they retire. Using a variety of insurance products, Optimus Group LLC tailors their strategies to meet the unique needs and objectives of each client. They provide thorough evaluations of current financial situations and offer custom strategies to help clients reach their retirement goals. With a focus on providing steady and reliable income streams, they aim to help individuals and families achieve their ideal retirements.Generated from the website

Sterling Manor Financial provides financial planning, investment services and insurance in Saratoga Springs, NY. We offer a wide range of services to help you achieve your financial goals, including retirement planning, college savings plans, estate planning, and more. We also offer a variety of investment options, including stocks, bonds, mutual funds, and annuities. Our experienced financial advisors will work with you to create a personalized plan that meets your specific needs and goals. Contact us today to learn more about our services and how we can help you reach your financial goals.

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.