Scott Poland, CFP

Senior Vice President - Investments, Senior Financial Advisor

Client Education Center

**NEW** 2024 Year End Tax Planning Guide. Read More



Rate Cuts on the way. Read More



Wells Fargo Investment Institute Alert - Understanding recent market volatility. Read More



Planning for the sunset of the Tax Cuts and Jobs Act. Read More


Ten things you can do to avoid scams and fraud. Read More



Four steps to successful investing. Read More

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