Investing For Generations

Successful investment planning is a lifetime process. It begins when you're just starting out and finding ways to save with careful budgeting. Planning continues as you accumulate assets, purchase a home and have children. Upon reaching retirement, managing retirement income and planning for a lasting legacy may become your more primary concerns.

For over 50 years, The Blumenthal Financial Group of Wells Fargo Advisors, has helped individuals and families across all of life's stages plan for the future by prudently managing their investments today.

The Blumenthal Financial Group

The Blumenthal Financial Group

Photo from left to right:

Jennifer Edwards - Senior Registered Client Associate

Jeff Blumenthal - Managing Director - Investments

Robin Rush - Financial Consultant

Lyn James - Senior Registered Client Associate

Building your plan for the future is an exciting opportunity but can be a challenge with so many demands on your time and attention. We work with you to establish your plan that helps answer many questions that come up, including:

  • How can a disciplined budget help me plan?

  • What are the options for paying off my student loans?

  • How can I save for multiple goals? A new car? A home?

  • How do I manage my finances when getting married or living together?

  • When should I start saving for retirement?

Balancing all of the demands on your time and attention can be a challenge. With many important financial goals on the horizon we provide trusted advice and guidance for many questions that come up, including:

  • How can I control my budget as my commitments increase?

  • How do I adjust my overall investment strategy?

  • What insurance coverages do I need to protect my family and my assets?

  • What are my options for caring for my elderly parents?

  • How do I save for my children’s educational expenses?


Insurance products are offered through our affiliated nonbank insurance agencies. 

We continue the investment planning process up to and throughout retirement to protect, preserve and managing your assets to create the income you need to enjoy retirement. We continue to work with our clients to address financial questions, including.

  • How do I establish my budget now that I have stopped working?

  • How often should I review and adjust my investment/income plan?

  • Are there ways to boost my retirement income?

  • What investments are available to help minimize my taxes?

  • What are my investment needs in retirement?

  • How have my estate plan and charitable gifting plans changed?




Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Insurance products are offered through our affiliated nonbank insurance agencies. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Designations & Accolades

Wells Fargo Advisors Premier Advisor

Jeff has been a member of the firm's Premier Advisor Program every year since 1997. This distinction is held by a select group of Financial Advisors who meet or exceed Wells Fargo Advisors' high standards as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.

 

BARRON'S Top 1,000 Award - 2009, 2010, 2011, 2012, 2013

Jeff was recognized by Barron's as one of the Top 1,000 Financial Advisors in the United States in 2009 - 2013 and the top advisor in Oklahoma. The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component.

 

BARRON'S Top 1,200 Award - 2014, 2015, 2016, 2017, 2018

In 2014 Barron's changed their rankings and Jeff was recognized by Barron's as one of the Top 1,200 Financial Advisors in the United States in 2014-2018 and the top advisor in Oklahoma. The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention.

 

Wells Fargo Advisors Premier Client Associate

Our entire team is dedicated to delivering client service excellence. In particular Lyn James and Jennifer have been named a Wells Fargo Advisors Premier Client Associate in 2013, 2014, 2015, 2016, 2017 and 2018. The Premier Client Associate recognition is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their managementfor their consistent display of professionalism, integrity and core leadership values.
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