Examples of Client Services We Provide

Investment Portfolio Management and Advice

  • Stocks, Mutual Funds, Bonds, ETFs and Annuities
  • Financial Strategy Development and Investment Planning
  • Portfolio Asset Allocation and Diversification Strategies
  • Advisory and Managed Accounts

Risk Management Planning**

  • Life Insurance, Disability Insurance, Long-term Care Insurance, and Healthcare Insurance Evaluations

Lending Services**

Education Funding Strategies

  • 529 Plans and Education Savings Accounts (ESA)

Retirement Solutions

  • Traditional IRAs and Roth IRAs, Company Retirement Plans
  • Retirement Planning
  • Rollover***

Wealth Management Support****

*Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies..
**Through our Wells Fargo affiliates, you have access to lending services including securities-based financing, residential mortgages, home equity financing, business financing, and credit cards.
***Rolling over assets to an IRA is just one of multiple options for your retirement plan. Each option has different advantages, disadvantages, investment options, and fees & expenses which should be understood and carefully considered. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with employer-sponsored retirement plans. We recommend you consult with your current plan administrator before making any decisions regarding your retirement assets.
****As Wells Fargo Advisors, we can provide access to Wealth Management, commercial banking, and investment banking as well as traditional bank products and services to accommodate clients’ needs through Wells Fargo affiliates.

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