The Pidgeon Group of Wells Fargo Advisors is a professional team of Financial Advisors based in San Francisco, serving investors across the nation. Founded in 1955, The Pidgeon Group’s enduring legacy and client relationships are measured in generations. Our mission is to help our clients create and preserve financial security in accordance with their goals and resources through independent, objective, and unbiased financial advice. We maintain our commitment to a comprehensive approach which utilizes sophisticated investment strategies and the highest standard of professional accountability. This is parallel with the culture of the city of San Francisco itself: a vibrant financial center focused on innovation and prosperity.
2024 Forbes Best-In-State Wealth Management Teams
We are so honored to be recognized on this distinguished list. As a team, we have always followed our passion for helping our clients achieve their goals and dreams. We help guide and support them during favorable and challenging times alike in our clients' lives while navigating geopolitical and economic gyrations. We thank our clients for their trust and confidence and look to support them and future generations as our team continues to build a legacy practice to serve our clients for decades to come.
The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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From Dreams… To Goals… To Flexibility… To Confidence
Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.