Holly Flores, CFP, CRPC

Financial Advisor, Branch Manager

Investment Resources

Saving for retirement, planning your estate, or investing for the future? Take a look at some of the useful articles we’ve gathered to help you learn more.

News and Insights

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High Yield Meets Easy Access

Investing

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Be in the know on the go with LifeSync® in the Wells Fargo Mobile® app

FA Insights

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Need to Finance a New Home?

Articles

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What Is Whole Life Insurance?

Risk Management

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What Is Universal Life insurance?

Risk Management

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Effects of Inflation

Cash Management

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Estate Planning

Estates and Trusts

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Asset Allocation

Investing

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Alternative Investment Strategies

Investing

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Maximizing Your Insurance Benefits

Risk Management

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Financial Calculators

Retirement and Inflation

Taxes and IRAs

Savings and Investing

Cash Management

Risk Management

Estate Planning

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  • 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
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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.

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