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Second Opinion Service

Our team offers a complimentary portfolio review to investors with over $500,000 in assets where one of our financial advisors will meet with you to discuss your investment portfolio. To set up a complimentary portfolio review, please submit the form below and we will reach out to you to set up a day and time.

Complimentary Portfolio Review

Please select "other" for the topic and we will reach out to set up an appointment with you where one of our Financial Advisors will review your portfolio

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Retirement Planning Retirement Income Strategies 401k Distribution Options Investment Guidance Education Savings Estate Planning Strategies Life Change Insurance Other

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Clements McGovern Financial Consulting Group

200 Stephenson Ave.
Suite 301
Savannah, GA 31405
912.921.3419
800.929.0838
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Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, FL, GA, HI, IN, KS, MA, MD, MI, MO, MS, NC, NJ, NY, OH, OK, PA, PR, SC, TN, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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