Benjamin Melone, Senior Financial Advisor, Managing Director - Investments
Binh Nguyen, Financial Advisor

Client First Service Approach

We are committed to our friends, families and neighbors in the community. Our mission is to build enduring client relationships based on integrity, trust and personal service. Core pillars of our service approach:
 


Convenience – 2 locations

We are located on the Main Line in Haverford, PA and have another office in Wynnewood, PA.



Organization – Bringing order to your financial life

We work side-by-side with you to help bring clarity to your financial life by understanding your financial goals and confidence knowing you have Financial Advisors to keep your plan in step with your changing needs.


AAA Client First Service 1.jpg

Accountability – Following through on financial commitments

Planning is a long-term process. As we work with you, we will help prioritize your goals, identify the steps that need to be taken and provide guidance and assistance every step of the way.



Foresight - Helping you stay on course

As changes happen in your life, or as events impact the financial markets and threaten to disrupt your plan, we will provide you with objective, trusted advice and guidance to help you stay on track.



Education – Sharing knowledge to help you succeed

By understanding your situation and explaining your options and the risks associated with each choice, we can guide you through the process of making informed decisions for you and your family.



Working With You – To help you achieve the best life possible

We take the time to get to know you, your background, philosophy, needs and objectives. Through this collaborative approach, we provide advice and guidance tailored to your needs.




We are responsive to our clients and always welcome their questions and thoughts.



Is your retirement plan on track? Email us. 

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (CA, DE, FL, MA, MD, NC, NH, NJ, NY, PA, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social. © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.