Marida Bruggeman

Senior Financial Advisor

Second Opinion


If you have questions about how you might better use your money as a tool to achieve a more rewarding life and you think you could benefit from my planning process, I am happy to meet with you.

There is no obligation or cost


I work only with clients who are engaged in the planning process. So, if the relationship is a good fit, I will begin that process. If you are consider switching financial advisors and I am not a good fit, I will be happy to point you in the right direction for a financial advisor who can work with you more effectively.
 

Let’s have a conversation.  Email me.

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 (AK, AR, CA, CO, DE, FL, GA, IL, KY, LA, MA, MD, ME, MO, NC, NJ, NY, OH, OR, PA, SC, TX, UT, VA, WI). 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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