Working With Us
What to Expect
We believe your investment strategy should support and sustain your long-term financial future. Drawing on a wide range of investment choices and research, we’ll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success. Here’s what you can expect from us:
- Time – to get to know you and what matters most to you and your loved ones
- A personalized investment plan tailored to your unique life goals
- Scheduled reviews with you to help ensure you’re on track to meet your objectives and risk tolerance
- Holistic, big-picture advice throughout your financial journey
Of course, life often includes unexpected twists and turns. If your goals or financial needs change, simply let us know. We’ll talk through any necessary adjustments to your strategy.
Put your future into focus today. Contact us to get started on a personalized investment plan.
Your Goals and Dreams, Our Guidance
You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.
Advisory Services
Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.
Learn More
Estate Planning Strategies
Everyone could use an estate plan. It’s not about what you own – but putting you in control. Here’s some helpful information to think about and get started.
Learn MoreAbout Us
We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.
Crystal Bridgforth, ChFC, RICP
Financial Advisor
Email Address
crystal.bridgforth@wellsfargoadvisors.comPhone Number
(804) 289-2213Toll Free
(800) 368-2201As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of resources - including Wells Fargo Investment Institute research analysts and economic and market strategists - I can help you make informed investment decisions based on your specific needs.
Contact me if you'd like me to help you develop strategies for pursuing your financial goals.
Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
Certificates
ChFC, RICP
eMoney Advisor®
A modernized approach to advice
Leveraging our industry leading advice tools and resources simplifies the planning process and allows you to track closer to your desired outcomes.
Investment expertise and advice in an effort to help clients succeed financially
Wells Fargo Investment Institute
Ready To Connect?
We Are.
Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you
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