Your Local Choice.

WITH US, YOU'RE LIKE FAMILY.

LIKE FAMILY, OUR RELATIONSHIP WILL NEVER BE BORING.

OUR PROCESS

GET TO KNOW

The Wellington Financial Planning Process is a thorough look into where you are now, determining where you want to go, achieving your plan, and providing continued services and support.

We will help you define and execute the vision for your goals in life, from IRAs to investing to managing entire portfolio's, Wellington is your local choice for complete financial planning.

Wellington Financial Process
Flip Flops

IN A POD

TWO PEAS

With us, You're Like Family. Taylor is your go-to girl for appointments and information and Bryan is the man with the plan. We're an unassuming duo who will make you feel comfortable as a first-time investor or someone who is looking for new, innovative investing ideas.

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COMMUNITY IS THE MOST IMPORTANT

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Ready to chat? 

We are here to assist. Contact us by phone, email or via our social media channels.

Wellington Financial Strategies and Vanderbilt Financial Group are separate and unaffiliated entities.  

Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.

Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions

Advisory Services offered through Vanderbilt Advisory Services 

Clearing agent: Fidelity Clearing & Custody Solutions 

Insurance Services offered through Vanderbilt Insurance and other agencies

Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100

For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures

www.FINRA.org | www.SIPC.org | www.MSRB.org | www.VanderbiltFinancialGroup.com

Depending on your specific investment objectives and financial position, the investments discussed or recommended in this Web site may or may not be suitable for you. It is up to you to weigh any decision carefully. Past performance is not necessarily a guide to future performance and is no guarantee of future results. Income from investments may fluctuate. The price or value of any investment identified directly or indirectly in this Web site may fall or rise against your interests and the interests of other investors.

This communication is strictly intended for individuals residing in the state(s) of MI. No offers may be made or accepted from any resident outside the specific states referenced.