Client First Service


Doing What is Right for Our Clients – Always

Our exceptional personalized service comes from our desire to understand and support our clients and their families.  We place high value on successful long-term relationships helping clients plan for and navigate both the joyful and challenging milestones of life.

 

Building Relationships

We take the time to build strong relationships with all family members and engage in direct conversations to get at what really matters. Our reviews measure progress and are supported by our resources available throughout Wells Fargo Advisors.

 

Embracing the Team Approach

Drawing on our years of experience and extensive professional resources, we provide you with a wide array of customized solutions. We also coordinate our planning strategies with your other professional advisors.

Direct Access

When you have questions or would like to discuss a financial issue or opportunity, our team members are here to provide you with trusted advice and insights to help make the best decision for you and your family.

Follow Through

When there is an issue, we take ownership and are committed to finding the right answer or strategy for you.

Advocating for Your Success

As your needs evolve and decisions need to be made, we will evaluate the options available and help you understand the financial impact of each choice, so you are positioned to make the best decisions for you, your family or your business.


Menendez, Yoder & Hunt Retirement Group

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 (AK, AL, AZ, CA, CO, CT, DE, FL, GA, IL, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA). 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.

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