Shul Boys Business Listings
Lakeside Wealth Management of Wells Fargo Advisors
We specialize in developing investment strategies designed to help manage and preserve the wealth of successful families in good times and in bad. By we, I mean my team - Lakeside Wealth Management Group of Wells Fargo Advisors. We work with over 350 households and advise on over $500 Million in client assets* - focusing on the use of independent money managers in order to help our clients succeed.
In addition to applicable securities registrations, including Series 7 and 66, I hold the Chartered Retirement Planning Counselor (CRPC®) professional designation as well as life insurance and variable annuity licenses.
*As of 10/1/2021
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 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
SSG Web Services
SSG Web Services provides website & e-marketing design & development for small and medium enterprises.
We excell in creating clean business like websites with high ranking organic results.
SSG Specializes in Corvid development, SEO Mgt., Reputation/Review Mgt., Maintenance & Support, and E-commerce support for Wix based web sites.