The Blanchard Wealth Management Group
of Wells Fargo Advisors

Service Commandments

We are dedicated to providing the highest quality service to our clients! We are committed to:

1. Listen to  fully understand our client’s goals and needs
2. Have our client’s best interest behind every financial recommendation
3. Provide clear, timely and proactive communication
4. Provide clients with a comprehensive breadth of education
5. Resolve problems quickly
6. Oversee the totality of our client’s financial affairs
7. Help create and execute an up-to-date formal investment plan
8. Deliver high-level personal service
9. Fully disclose all costs and operate with transparency
10. Use current technology for access and reporting
11. Help clients be organized and keep important documents up-to date
12. Provide insurance solutions
13. Uncover any financial blind spots

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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 (AZ, CA, CO, FL, HI, NV, OR, PA, TX, UT). 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.

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