Michelle Margo Email

Director Marketing . Apella Wealth

Glastonbury, CT

Location

Current Roles

Employees:
79
Revenue:
$16.6M
About
At Apella, we are different. We believe in putting our clients’ interests above our own. We are a fiduciary. We recognize that you are unique, deserve individual attention, and are not an algorithm to compute. Our experienced financial professionals are personally invested in preserving your capital, growing your wealth, and helping you to re-imagine your financial future. We are committed not just to saying the right things, but to actually doing the things we say. Disclosure: Apella Capital, LLC, DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempt from registration requirements.or excluded or exempted from registration requirements. Apella provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. Apella does not approve or endorse any third party communications posted on this site and will not be liable for any such posts.
Apella Wealth Address
151 National Drive
Glastonbury, CT
United States

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