James Guest

Background

About James Guest

I am dedicated to helping select individuals, families and companies meet their financial and investment goals. I offer a wide range of services, from helping you choose individual investments to developing a retirement plan. With access to resources from Wells Fargo Advisors and their affiliates, including research analysts, economic and market strategists, I can help you make informed investment decisions based on your specific needs, goals, and risk tolerance, while developing an investment portfolio that is designed to help keep pace with all the stages of your life.My approach to wealth management includes these fundamental areas:• Strategic Planning: prioritizing and clarifying your investment goals and understanding your risk tolerance.• A Comprehensive Investment Approach: an investment strategy including risk management and portfolio diversification• A Focus on Service: providing a high level of service, ongoing education and guidance, timely communication of relevant information, and prompt responsiveness.I welcome the opportunity to explore your unique situation.I cannot respond to messages through LinkedIn.Please contact me by e-mail at Jim.Guest@wellsfargoadvisors.com or by phone at 248-273-4342.This information is intended for use only by residents of: AL, AZ, CA, CO, FL, IL, IN, MI, MO, NJ, NY, OH, OK, TX, VA, WA, WY.Insurance licensed in the following states: FL, MI, 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 InvestedWells 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