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 60 years, The Blumenthal Harlin 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 Harlin Financial Group

The Blumenthal - Harlin Financial Group


Photo from left to right:

Lyn James - Senior Registered Client Associate

Teresa Wiggins - Senior Registered Client Associate

Jeff Blumenthal - Managing Director - Investments

Peter Harlin - First Vice President - Investments

Jerika Rosenquist - Client Associate

Robin Rush - First Vice President - Investments

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 help preserve and manage 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




Forbes Best-In-State Wealth Management Teams

The Blumenthal-Harlin Financial Group of Wells Fargo Advisors has been named as a 2024 Forbes Best-In-State Wealth Management Team. The Forbes Best-In-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.




Wells Fargo Advisors Platinum Council Advisor

Jeff has been a Platinum Council Advisor from 1997 through 2022. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

 

BARRON'S Top 1,000 Financial Advisors Award - 2009, 2010, 2011, 2012, 2013, 2014

Jeff was recognized by Barron's as one of the Top 1,000 Financial Advisors in the United States in 2009 - 2014. The Barron’s Top 1,000 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

 

BARRON'S Top 1,200 State by State Advisors - 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023

In 2015 Barron's changed their rankings and Jeff was recognized by Barron's as one of the Top 1,200 State by State Advisors in the United States in 2015-2023. The Barron’s Top 1,200 State by State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.


Forbes Best-In-State Wealth Advisors

Jeff Blumenthal was selected among Forbes Best-In-State Wealth advisors in Oklahoma for 2021, 2022 and 2023. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.


Wells Fargo Advisors Platinum Council Client Associate

Our entire team is dedicated to delivering client service excellence. In particular Lyn James has been named a Wells Fargo Advisors Platinum Council Client Associate in 2013, 2014, 2015, 2016, 2017 and 2018. The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.


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