The Phelan-Difley Group

Your Goals and Dreams, Our Guidance

The Phelan-Difley Group is an investment planning group with more than 64 years of combined experience.  We are dedicated to offering you the highest level of personalized service along with an uncompromising commitment to integrity.  We work with a limited number of successful individuals and their families, business owners & professionals, trusts and non-profit organizations in 23 states nationwide. 

Your financial success is our highest priority.  We specialize in providing clarity through a well-organized, comprehensive investment plan designed to:

-         Create strategies for your Income and investments

-         Evaluate as needed to adjust to changing markets & needs

-         Plan for a comfortable retirement

-         Help protect your family legacy and trust

-         Structure services and retirement

Meet Our Team
Phone
800.541.4377
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2022 Midyear Outlook: Faster, Further, and Fragile

Wells Fargo Investment Institute offers potential investment opportunities and risks for the second half of 2022.

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News and Insights

Asset Allocation

Lewis Carroll, the author of Alice’s Adventures in Wonderland, once said, “If you don’t know where you’re going, any road will get you there.” This

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Tax Strategies for Retirement Plans

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Wells Fargo Investment Institute State of the Markets

State of the Markets

A look at what’s happening now and what may be ahead from Darrell Cronk, President of Wells Fargo Investment Institute...

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Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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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 (AZ, CA, CT, FL, GA, ID, MA, NJ, NM, NV, NY, PA, RI, TN, TX, VA, VT, WA, 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.

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