Sarah Bartnikowski, Aams® Email & Phone Number

My team and I (The LeRoy / Bartnikowski Group of Wells Fargo Advisors) provide clients with investment planning advice while utilizing state of the art investment planning software and extensive experience. We primarily work with pre and post retirement clients in establishing asset allocation strategies and retirement planning guidelines along with cash flow analysis. Our primary goal is PRESERVATION OF PRINCIPAL along with "reasonable growth"​. We strive to be the "go-to" team for retirement plan distribution options throughout the Great Lakes Bay Region. Specialties: Retirement planning, asset allocation, cash flow analysis, investment recommendations, and professional account management for individual and institutional investors.This information is intended for use by residents of AR, AZ, CA, CO, CT, FL, HI, IL, IN, KY, MA, MI, NC, NY, OH, OK, SC, UT, and WI only.Please contact me by e-mail: sarah.bartnikowski@wellsfargoadvisors.com or by phone at my office(989) 791-1206. I cannot respond to messages through LinkedIn./*********/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 InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Public Speaking, Retirement Planning, Customer Service, Investments, and 21 others.