Robert Saak, Senior Financial Advisor, Senior Vice President-Investments
Alexander Saak, Financial Advisor

Client First Service Approach

Client-first service

From our experience, we understand that the needs of every client are different. That’s why our team prioritizes your needs over everything. From being flexible with the location and time to always being a phone call away, your convenience is our priority.

Creating peace of mind

Personal finances can be the main cause of stress in most people’s lives. Our team helps relieve any potential stress by bringing order to your financial life through understanding and detailed planning.

Educating our clients

We believe that financial education is the key to empowering you to make informed and confident decisions about your money and your future. That’s why we take the time to explain our recommendations, answer your questions, and provide you with relevant resources and tools. We want you to understand the rationale behind our advice, the risks and benefits of different options, and the impact of your choices on your goals. Our goal is not only to help you achieve financial success but also to help you become a savvy and smart investor.

Staying connected

Our LifeSync planning software is now available on your Wells Fargo app, making it easier than ever to stay connected with your plan. After our goal and planning discussion, LifeSync can help you set and track your money goals, access personalized content, monitor your net worth and market movements, and view your customized eMoney plan information anytime, anywhere. It’s the ultimate convenience for managing your finances on the go!

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 (CA, CO, FL, HI, IA, KS, MN, NV, OK, OR). 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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