Our group’s vision is to help our clients achieve their goals by offering more than just Investment advice and financial planning. Through Wells Fargo’s Relationships, we can offer more for our clients, by connecting them across the multiple services provided by Wells Fargo’s various lines of business. We do this by building relationships, leveraging data and analytics, while providing education and helping to facilitate the referral process between various Wells Fargo Enterprise lines of business. By collaborating with specialists in Estate planning, Trust specialists, Small Business Banking, Commercial Banking, Corporate & Investment Banking and Home Lending, our team and resources help address unique needs which aid our clients in achieving their financial goals.
Lending and other banking service available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is license as a residential mortgage broker (license number MB2234) in Massachusetts. Equal Housing Lender
Wells Fargo advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.
Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo & Company.