Cody Makela's Contact Details

Cody Makela's Company Details

Arlington Financial Advisors

, , • 1 - 10 Employees
Financial Services

Our FirmMission StatementArlington Financial Advisors' mission is to provide thoughtful, objective and comprehensive financial guidance for families and entities. Our PhilosophySuccessful wealth management is built on a strategy that focuses on the big picture. By taking a long-term view and establishing deep and valued relationships with our clients, we provide comprehensive and personalized wealth advisory service.Our ExperienceWe have extensive experience assisting high net worth families with investment planning, concentrated stock strategies, retirement and estate-planning* strategies, and private money management.Our FocusPreserve and grow your wealth. We personalize your investment and planning strategies to help you achieve your present and future financial goals, lifestyle goals and family goals. During quarterly meetings, you are kept informed of your progress towards your long-term and short-term goals. Handle the details.We strive to help you simplify your life so you have more time to do what you love.*Wells Fargo Advisors is not a legal or tax advisor. You should consult with your attorney, accountant and/or estate planner before taking any action.