Jefferson Cherry Blossom

Working With You

Backed by the resources of Wells Fargo Advisors, one of the nation's largest financial institutions; we help individuals, families, business owners, associations, and religious organizations in all areas of investment planning and money management.

Whether you need a comprehensive investment plan, help achieving tax-deferred growth or assistance with just one aspect of your financial life, we can help guide you along the way. If you are a business owner, we can provide you with the advice and resources you need to offer your employees attractive benefits. We can help you with start-up retirement plans and assist with existing plans.

Services for Individuals

  • Investment management and wealth preservation
  • Retirement planning, including IRAs and rollovers
  • Retirement income planning
  • Annuities
  • Estate planning strategies
  • Provide access to lending and banking services through Wells Fargo Affiliates
  • Education funding, 529s
  • Life and long-term care insurance
  • Tax Efficient Portfolios

Services for Businesses:

  • Group 401(k) plans
  • Profit Sharing plans
  • 403(b) plans
  • Individual 401(k) plans
  • Simplified Employee Pension (SEP) plans
  • SIMPLE plans
  • Defined Benefit plans
  • Cash Balance Pension plans
  • Non-qualified Deferred Compensation plans
Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Please keep in mind that rolling over your qualified employer sponsored retirement plan (QRP) assets to an IRA is just one option. Each option has advantages and disadvantages, and the one that is best depends on your individual circumstances. You should consider features such as investment options, fees and expenses and services offered. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with a QRP. We recommend you consult with your plan administrator before making any decisions regarding your retirement assets.