6239 South East Street
Wells Financial Group, LLC
Our mission is to help successful people make work optional, create bigger impacts in their community, and provide for their loved ones.
We use a comprehensive process to help clients address five key concerns:
Contact us to schedule a no-obligation Discovery meeting. We will walk in your shoes and begin mapping out where you are and where you’d like to be. This meeting is all about you. We prefer to take on clients for whom we can make a big impact. If the fit is mutually right, we then schedule a follow-up meeting to discuss solutions. Please call us today to schedule your Discovery meeting.
Client Service Manager
Client Service Associate
The SmartVestor Pro™ program is a directory of investment professionals. Neither Dave Ramsey or SmartVestor are affiliates of Wells Financial Group, LLC or LPL Financial.