Brandon Blazer
First Vice President - Investments at Wells Fargo Advisors
Based in Chicago, United States
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Seniority
Director
Department
Finance & Accounting
Location
Chicago
Industry
Financial Services
Company size
15K
Contact information
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b•••••••@wellsfargoadvisors.com
Phone
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Background
About Brandon Blazer
As a financial Advisor, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to help preserve your wealth, I can help. My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals. Ultimately I strive to design a practical investment plan that:* Maintains a strong emphasis on helping to managing risk.* Works with professional money managers selected & recommended by our Manager Strategy Group.* Implements tax-efficient investments strategies where applicable. Comprehensive investment planning Your financial goals are unique to your situation. I have the tools to help you articulate those goals and implement a detailed strategy to measure your progress. I will strive to provide a customized personal investment review, which may include:* Balance sheet & asset allocation review * Education planning * Retirement planning * Investment planning strategies * Life insurance needs analysis * Identify & work to mitigate retirement risks * Implement strategies that aim to minimize tax burden * Create sustainable retirement income * Help plan and achieve legacy goals Wells Fargo Advisors is not a legal or tax advisor. This information is intended for use by residents of AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MD, ME, MN, MO, NC, OH, OR, TN, TX, UT, VA, WA, WI, WV, and WY only. CA Insurance License #0L71181. Resident State: IL 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 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. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
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