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Our Commitment to You

We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.

Why Invest With Us

  • We can help you navigate life’s financial pathways
  • Our innovative planning process helps us keep you on course
  • Wells Fargo Advisors is fully equipped as an organization to help you succeed financially

The advantages of working with us

It’s natural – and wise – to reexamine your financial outlook after an unexpected or game-changing life event. Or to hear life’s clock ticking and feel the urgency to plan more deliberately to meet your most cherished goals. If this sounds familiar, you’re in the right place. As your Financial Advisors, we can:

  • Provide advice and guidance to help you focus on your short- and long-term financial goals
  • Help you create a plan geared to your goals and circumstances
  • Help you focus on and manage other important aspects of your financial life
 

The benefits of our goals-based planning process 

Instead of simply investing toward a dollar amount for a retirement target, our Advice Connect® eMoney planning process is refreshingly realistic and innovative. Our approach includes:

  • An exploration of your unique goals
  • An investment plan built to support your needs and goals
  • The ability to review your plan to help to keep you on track
  • Flexibility to update your plan to reflect life or market changes
  • Easy-to-follow reports and updates
 

A company you can rely on 

At Wells Fargo Advisors, we are fully equipped to help you succeed financially. As a leading investment company with a history of serving communities across the nation, we bring both Wall Street vision and Main Street values to our relationships with clients. Other benefits of working with us include:

  • Comprehensive investment advice
  • Advice and tools supported by well-known investment research analysts and strategists
  • Access to banking, insurance, and lending services through our Wells Fargo & Company affiliates

Next steps 

Let’s invest in your future. Call today to schedule a phone or sit-down discussion.


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

Kotin & Antony Financial Consulting Group of Wells Fargo Advisors
1010 Franklin Avenue
Suite 400
Garden City, NY 11530

(516) 663-5522
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Investment and Insurance Products are:
Not Insured by 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, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, 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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