Our Services

 

The King Financial Group of Wells Fargo Advisors was established in 1995 by Geoffrey S. King, CFP® (CERTIFIED FINANCIAL PLANNER™). We are dedicated to helping our clients reach their financial goals through comprehensive investment planning. 
 
We assist our clients with:
 
Alternative Investment Strategies,
Planning for Retirement,
and
Tax Reduction Strategies.
 
More specifically, we serve our clients in two ways. First, as unbiased advisors in the planning process, we can help you identify your financial goals, assess your current financial behavior and develop a strategy to help assure that the two are aligned. Secondly, after the planning process is completed, we can help you implement your plan by providing investment and financial products to help you achieve your goals and objectives.
 

Wells Fargo Clearing Services, LLC is not a legal or tax advisor.