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 201 Lackawanna Ave., Suite 103, 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.