Your Financial Strategy

We offer you access to the investing insights of Wells Fargo Advisors to help you pursue your goals. Utilizing a multitude of services, we will work to help you stay on track, regardless of what the markets are doing.

Our Additional Capabilities

Beyond our experience, we offer access to the deep intellectual capital and broad capabilities of Wells Fargo Advisors and its affiliates. If we identify a need we can’t service ourselves, we can connect you with the people and resources to help you. Through our network of resources, we strive to deliver strategies to help you manage the day-to-day and long-term responsibilities required in pursuing your institution’s goals. As we work together to address your evolving needs, we can make the broad capabilities of our firm and its affiliates feel much more accessible.

Taking care of your family and other people in your life

Trust and Estate Services
Education Funding Strategies
Insurance

Planning for healthcare expenses now and in the future

Long-Term Care Insurance
Health Savings Account
Disability Insurance

Through our Wells Fargo affiliates, you have access to lending products,**** including:

Securities-Based Financing
Residential Mortgages
Home Equity Financing
Business Financing
Credit Cards

Working in retirement, selling, or starting a business

Access to Lending Products and Services Through Wells Fargo Affiliates
Exchange Funds
Concentrated Stock Management
Succession Planning

Spending your free time in meaningful ways

Through our Wells Fargo affiliates, you have access to lending products, including:

Securities-Based Lending
Credit Cards

Volunteering, mentoring others, and giving to charities

Donor-Advised Funds
Private Foundations
Charitable Trusts

Using your finances to bring it all together

Investment Advisory Accounts
Alternative Investments
Exchange-Traded Funds
Mutual Funds

Closed-end Funds
Fixed Income Products
Options
Annuities

Impact Portfolios
Market-Linked Investments
Liability Management

Margin
Online Account Access

_{Advisory programs may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for advisory programs will vary.}

_{Options involve risk and are not appropriate for all investors. Before opening an option position, please read “Characteristics and Risks of Standardized Options” carefully before investing. This document is available from William Bender at 125 N. Washington Avenue, Suite 300, Scranton, PA 18503 / 570-346-7979, or the Options Clearing Corporation, 125 S. Franklin Street, Suite 1200, Chicago, Illinois 60606. Supporting documentation for any claims, comparison, recommendations, statistics or other technical data will be supplied upon request.}

_{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.}

_{*Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors}

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

_{****Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.}