Verified recordFinancial Services

Gregory Nebel

Senior Vice President - Investments at Wells Fargo Advisors

Based in Pewaukee, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Pewaukee

Industry

Financial Services

Company size

15K

Contact information

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Email

1 credit

g•••••••@wellsfargoadvisors.com

Phone

5 credits

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Background

About Gregory Nebel

I offer a broad range of financial services to my clients. These services include Envision® Plans, diversified portfolios, and help with many financial topics of concern to clients. Clients go through a series of "life events" during their lifetimes and different topics become important to them as they get married, raise families, and eventually retire. I have found that planning and investment advice can help clients to achieve their goals. As a Wells Fargo Advisors client, you have access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products. I possess the CERTIFIED FINANCIAL PLANNER(TM), CFP(R) certification and am committed to your success. Please visit our website at https://shorewoodfs.com for information about our practice and the services we provide to our clients. The highest compliment we can receive is being introduced to family or friends. Please contact me by e-mail at greg@shorewoodfs.com or by phone 262-725-1203. This information is intended for use only by residents of: AZ, CA, CO, DE, FL, GA, IA, IL, KS, MI, MN, MO, NC, NM, SC, TX, WI Insurance licensed in WI, CO, GA, MI, MO, NC Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on

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