Financial Resources

We encourage all clients (and potential clients) to conduct research on any financial or business services. We've pulled together white papers, informative links, and calculators that can help you do your diligence. If there's additional information you'd like that's not available here, please do not hesitate to contact us.

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Frequently Asked Questions

Done right, financial planning is a process that helps you figure out where you are financially today, where you want to be in the future, and then helps you determine the best way to get there. With the Fellows Financial Group advisors, the process involves an initial in-depth review of a client’s current financial situation and then the creation of a blueprint on how to achieve future goals and objectives.

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Fellows Financial Group is registered with Coastal Equities, Inc. Coastal Equities, Inc. and Fellows Financial Group are not affiliated. Securities offered through Coastal Equities, Inc. Member FINRA/SIPC, advisory services offered through Wealth Care Advisory Partners.Coastal and CoastalOne are trade names for the Coastal Companies. The Coastal Companies are Coastal Equities, Inc., Coastal Investment Advisors, Inc., a US SEC Registered Investment Adviser and Coastal Insurance Services, which consist of several affiliated insurance agencies. Securities are offered through Coastal Equities, Inc., Member FINRA/SIPC and Investment Advisory Services are offered through Coastal Investment Advisors, Inc., a US SEC Registered Investment Adviser, co-located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801.

Personal and Commercial insurance services are offered through Fellows Insurance Group LLC.   Fellows Insurance Group LLC is a separate entity from Fellows Financial Group LLC, and Wealthcare Advisory Partners. Fellows Financial Group LLC, Fellows Insurance Group LLC and Wealthcare Advisory Partners do not offer tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

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