Our Mission

Our mission is to help our clients achieve a work optional lifestyle. We strive to provide world-class services with personal contact and strategy reviews. Our objective is to build long-term, multi-generational relationships with families based on a personalized investment planning approach.

Your Goals, Your Objectives, Your PLAN

FAMILY FOCUSED - We are a multi-generational team and we use our varying perspectives and experiences to advise all generations of your family.


YOU DESERVE EXCELLENT SERVICE - Taking care of your needs and desires is a critical function of our team. We have three experienced financial advisors and two full-time client associates to assist you. As a team, we have over 100 years of combined experience in the financial services industry.


PERSONALIZED PLANNING PROCESS - Our advisory process emphasizes personalized investment planning and estate planning strategies that aim to guide you on your path to financial success and gives you confidence. 

 
ADVOCATOR & ADVISOR - Your financial situation may involve other trusted professional service providers such as attorneys and CPAs. We work with these professionals to ensure your comprehensive plan is accurate and complete.
 

OUR COMMITMENT TO YOU - You and your family deserve the best in investment planning and investment management. We are committed to always working with you to ensure that your plans are executed in a fiducially prudent and responsible manner.
The O'Quin Group

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

This information is intended for use only by residents of (AL, AR, CA, CO, CT, DE, FL, GA, ID, IL, LA, MA, MO, MS, NC, NE, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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