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Wells Family of Investment Companies


Why Join Wells?  Financial Advisor Toolbox  Practice Management Wealth Management Trust Services and Succession Planning Transition Contact Us


Our mission: To create a positive client experience by enhancing

their financial well-being through personalized strategies which

 reflect their unique financial needs and personal values.

I Will Get The Job Done
I Will Not Make Excuses
I Will Not Quit

Valor Financial Securities LLC. Member FINRA & SIPC