Revisit


Life happens!

 

Using LifeSync® in the Wells Fargo Mobile® app, you can add goals and related parties.

Through interaction with your advisor, you can adjust your plan as needed.

 

Delivering content tailored to you

  • Get market commentary
  • Dig into timely research
  • Listen to About Money podcasts
  • Explore information based on your goals

Engage with your advisor


Now that your plan is implemented, now keeping you on track will take diligence. We will work together to adjust goals and elements of your plan as needed.

We need to stay connected.

When we want to hear from you:

  • You have questions about your plan, portfolio, or you just want to review either together
  • Unexpected Expenses
  • Workplace disability
  • Divorce, or Loss of a loved one
  • Career move or income change

Learn More about these Life Events




  • New Additional to the Family
  • New Business Venture
  • Unexpected Windfall
  • We can help someone you care about

When you should expect to hear from us:

  • Major Changes in the Market or the Economy
  • Opportunities to consider or Risks to Mitigate
  • Sharing Topical Articles
  • Regulator Changes that may effect your plan


*Lifesync disclosure: LifeSync® is available on the smartphone versions of the Wells Fargo Mobile® app. Additional device availability may vary. Availability may be affected by your mobile carrier’s coverage area. Your mobile carrier’s message and date rates may apply.
Zachary Firestone

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 (CO, NC, PA). 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.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX