The Schulten Group of Wells Fargo Advisors

CONNECT

Address:

6700 E. Pacific Coast Highway, Suite 170
Long Beach, CA 90803

Phone:

562-799-2190

Fax/Other:

562-799-2189

Suite of Services

 

Our team of committed financial services professionals work together to deliver a full suite of wealth management services so you can live the life you choose by simplifying the management of your wealth. Our team's commitment includes:

Wealth Management

Lending & Liability Management

Retirement Planning

Insurance & Risk Management

Estate Planning

Family Matters

Asset Management

Estate Investment Planning1

Trust Services2

Alternative Investments

Investment Planning

Fixed Income

Long Term Care Insurance3

Cash Management

Wealth Management

Education Planning

Investment Policy Statements

401k Rollovers

Defined Contribution Plans

Access to Lending Services through Wells Fargo affiliates

 

 

 

1 Wells Fargo Advisors is not a legal or tax advisor.

2 Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

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

 

 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals