Services

· IRA and Retirement Rollovers
· Account Consolidation
· Regular Account Monitoring & Reviews
· Investment selection, planning & monitoring
· Estate Planning Strategies1
· Asset Allocation2
 
Tools
 
· Mutual Funds
· Managed stock portfolios
· Government, Municipal & Corporate Bonds
· FDIC Insured Certificates of Deposit4
· Annuities
· Life Insurance3
· Lending Services3
Nathalie Christensen | Katie LaPlante
Helen Healy
Fees
 
Fees and expenses of investments and financial services can be confusing and often make the difference between a good and a bad decision.  Any fees and expenses will be discussed openly and thoroughly for every decision we make together.  Reducing costs and understanding fees will be an integral part of our planning process. 

 

 
866-989-2929

 

1 Johnstone Financial Advisors and Wells Fargo Advisors Financial Network do not provide tax or legal advice.
2 Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.
3 Insurance and Lending services are offered through affiliates of Wells Fargo & Company. 
4  The FDIC standard maximum deposit insurance amount per depositor per insured depository institution for each account ownership category is $250,000.