Feast Financial Group of Wells Fargo Advisors
Mary Marett, John Feast, financial advisor, CFP, CDFA, certified financial planner, certified financial divorce analyst, Envision, Wells Fargo Advisors ...
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title: Our Family Caring for Yours
description: Mary Marett, John Feast, financial advisor, CFP, CDFA, certified financial planner, certified financial divorce analyst, Envision, Wells Fargo Advisors, south jersey, divorce, retirement, planning, annuities, investments, stocks, options, bonds, portfolio, allocation, LGBT, Retirement, college savings, investing, asset allocation, mutual funds
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- <H2> Our Family Caring for Yours
- <H3> John Feast, Managing Director - Investments Mary A. Marett, CFP® CDFA* Financial Advisor
- <H2> Contact Us
- <H1> Our Family Caring for Yours John Feast, Managing Director - Investments Mary A. Marett, CFP® CDFA* Financial Advisor We take family very seriously at the Feast Financial Group of Wells Fargo Advisors. We have worked together in various forms in this industry for over ten years; and decided the best thing for our clients and our future is to become a team. Together we dedicate ourselves to servicing our clients as if they are member of our extended family.As a step-father and step-daughter team we understand that although your investments are certainly an important aspect of planning, nothing comes before your goals and wishes for you and your family. Which is why at our initial meeting we gather more than just statements, we will talk about your connections to the people in your life and what means most to you.Because your financial situation may at times be complex, our team, with your permission, works directly with other professionals to help coordinate, design and implement specific strategies that can help you achieve your goals. In addition to consulting with attorneys and other professionals within Wells Fargo Advisors regarding technical and planning issues you may face, we work with external professionals including certified public accountants, attorneys and insurance specialists. We believe working together is essential to effective investment planning. To this end, we both need to make your investment strategies a priority. We will agree to keep each other informed of any new developments that might affect these strategies. We will agree to take the time to regularly review your Financial Strategy Action Plan. We will both be honest and forthcoming about your financial situation. We will work to develop mutual trust, respect and understanding.The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advise, nor is it meant to imply that the firm or its associates are acting as experts in this field. *Wells Fargo Advisors does not provide tax or legal advice*
- <H2> John Feast, Managing Director - Investments Mary A. Marett, CFP® CDFA* Financial Advisor We take family very seriously at the Feast Financial Group of Wells Fargo Advisors. We have worked together in various forms in this industry for over ten years; and decided the best thing for our clients and our future is to become a team. Together we dedicate ourselves to servicing our clients as if they are member of our extended family.As a step-father and step-daughter team we understand that although your investments are certainly an important aspect of planning, nothing comes before your goals and wishes for you and your family. Which is why at our initial meeting we gather more than just statements, we will talk about your connections to the people in your life and what means most to you.Because your financial situation may at times be complex, our team, with your permission, works directly with other professionals to help coordinate, design and implement specific strategies that can help you achieve your goals. In addition to consulting with attorneys and other professionals within Wells Fargo Advisors regarding technical and planning issues you may face, we work with external professionals including certified public accountants, attorneys and insurance specialists. We believe working together is essential to effective investment planning. To this end, we both need to make your investment strategies a priority. We will agree to keep each other informed of any new developments that might affect these strategies. We will agree to take the time to regularly review your Financial Strategy Action Plan. We will both be honest and forthcoming about your financial situation. We will work to develop mutual trust, respect and understanding.The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advise, nor is it meant to imply that the firm or its associates are acting as experts in this field. *Wells Fargo Advisors does not provide tax or legal advice*
- <H2> Newsletters
- <H3> Making Sense of Beneficiary Designations
- <H3> Bracing for Potential Cybersecurity Threats
- <H3> Cash Balance Plans Can Help Supercharge Retirement Savings
- <H3> New Law Requires Notification of Medicare Observation Status
- <H2> Calculators
- <H3> Retirement Plan Early Distribution
- <H3> LTCI Cost of Waiting
- <H3> Tax-Deferred Savings
- <H3> Lifetime Earnings
- <H2> Contact Us
- <H2> Market Watch
- <H2> Learning Center
- <H3> Articles
- <H3> Calculators
- <H3> Newsletters
- <H3> Videos
- <H3> Glossary
- <H3> Tax Library
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Internal links: 42
External links: 8
External links:
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525 Route 73 N Suite 400 Marlton , NJ 08053 | |
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Internal links:
- H2 : Our Family Caring for Yours, ( 267.5px from top )
- H3 : John Feast, Managing Director - Investments Mary A. Marett, CFP® CDFA* Financial Advisor, ( 459.5px from top )
- H2 : Contact Us , ( 1030.796875px from top )