Canopy Roads Advisors
  • Home
  • Our Team
  • Services
  • Location
  • Access Your Account
  • Resources

Sitemap

Navigation

  • Home
  • Our Team
  • Services
  • Location
  • Access Your Account
  • Resources

investment-resources

    Home

      Calculators

      Sitemap

        Transcript

          Videos

          • Do You Know Who Your Beneficiaries Are?
          • The Pros and Cons of a Big Tax Refund
          • The Basics of Social Security Retirement Benefits
          • 6 Reasons to Work with a Financial Professional
          • Putting Together the Retirement Income Puzzle

          Videos Detail

            Newsletter

            Articles

            • Cash Management
              College Financial Aid
              What Cash Management Tools Are Available?
              How Does Inflation Affect Me?
              What Are Some Tips for Managing My Money?
              How Long Will It Take to Double My Money?
            • Investing
              Bonds
              529 Plans
              College Investment Options
              Dollar-Cost Averaging
              Asset Allocation
              What Investment Risks Should I Know About?
            • Estates & Trusts
              Paying Estate Taxes
              History of the Federal Estate Tax
              Avoiding Probate
              Property Ownership
              Wealth Replacement Trusts
              Family Limited Partnerships
              Gifting Strategies
              Controlling the Distribution
              Living Trusts
            • Retirement
              Self-Employed Retirement Plans
              Traditional IRAs
              Roth IRAs
              Save Now or Save Later
              401(k) Plans
              Managing Retirement Plans
              Future of Social Security
              Social Security Income
            • Tax Planning
              Tax Deductions
              Tax-Advantaged Alternatives

            Glossary

            Resources

            Tax Library

            About

              Services

                Location

                  Locations

                    Our Mission

                      Our Team

                        Canopy Roads Advisors
                        • 3320 Thomasville Road
                          Suite 301
                          Tallahassee, FL 32308
                        • 850.383.1800
                          Send a Message
                        • Home
                        • Our Team
                        • Services
                        • Location
                        • Access Your Account
                        • Resources

                        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, DC, FL, GA, IA, ID, IL, LA, MA, MD, MO, MS, NC, NY, OR, PA, RI, SC, TX, UT, VA). 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.

                        A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

                        • Site Map
                        • Privacy Policy
                        • Legal
                        • Security
                        • Notice of Data Collection

                        © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

                        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 professionalsX

                        Important notice: You are leaving the Wells Fargo website

                        PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.