Jeffrey Blumenthal

Background

About Jeffrey Blumenthal

I have built my business by offering customized investment guidance and exceptional service to affluent individuals and institutions. Throughout my career I have helped my clients plan for and achieve their financial goals including estate planning strategies, college funding, retirement planning and retirement income planning that enables them to enjoy their retirement without the worry of outliving their assets. I believe that successful investment planning is a lifetime process. It begins when you're just starting out and finding ways to save with careful budgeting. Planning continues as you accumulate assets, purchase a home and have children. Upon reaching retirement, managing retirement income and planning for a lasting legacy may become your more primary concerns. I began my career at Prudential Securities, predecessor to Wells Fargo Advisors, in 1992, after earning my law degree in 1985 and working as an attorney. Through a series of mergers, Prudential Securities became Wells Fargo Advisors. As a trusted advisor with over 25 years of experience, I recognize the trust my clients place in me and am always available to discuss any questions, issues or opportunities that come up. Wells Fargo Advisors is not a legal or tax advisor. You should consult with your attorney, accountant and/or estate planner before taking any action. This information is intended for use by residents of AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, SC, TN, TX, VA, VT, and WA 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