Personalized Planning
Relationships based on integrity and trust.
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Disciplined Process
Designing your customized plan.
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View your account holdings and activity.
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Meet Our Team
Experienced team of advisors.
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Trusted advice to help build, manage, preserve and transition your wealth
With over 30 years of combined experience, The Meyers Financial Group of Wells Fargo Advisors develops long-term relationships with clients based on trust and creates personalized planning strategies to help build, manage, preserve and transition wealth.
Our personalized approach is based on our commitment to excellence in planning for your financial future without assuming more risk than you are comfortable with.
Recognizing that successfully planning is a lifetime process, we communicate with you as needed, keeping up to date on changing life goals, milestones and financial priorities. This personalized approach provides you with specific insights and strategies to address your unique financial issues and opportunities.
"Our focus is on you, the life you want to lead and what you want to accomplish with your investments."
Awards, Recognitions & Credentials
Certified Investment Management Analyst® (CIMA®)
Chris Meyers has achieved his Certified Investment Management Analyst® designation from The University of Pennsylvania, Warton School of Business. To earn his advanced investment consulting designation, the CIMA®, Chris completed an intensive course and passed the CIMA® certification exam to master advanced investment techniques such as modern portfolio theory, behavioral finance, alternative investments, assets allocation and more.
Barron’s Top 1,200 Financial Advisors
Forbes Best-In-State Wealth Advisors
https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#forbes
