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Tower Bridge, Sacramento CA

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Conveniently located in Roseville, our approach is designed around you and includes a personalized, client-centric service philosophy. For more information about how Wurm & Frye Wealth Management can help you, please complete the form below.

Address 3741 Douglas Blvd Suite 310
Roseville, CA 95661

Phone: (916) 789-8778
Toll: (877) 687-4217
Fax: (916) 472-6776

Web: www.wurmandfryewm.com
Email: [email protected]

Trustworthy Advice • Exceptional Service

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP^® certification mark, the Certified Financial Planner^™ certification mark, and the CFP^® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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 (AZ, CA, CO, FL, HI, ID, IL, IN, KY, MA, MN, MT, NC, NJ, NV, OK, OR, TX, UT, VA, WA, WY). 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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