Our Services

 
We serve individuals and businesses in all areas of investment planning, including:

♦  Annuities
 

♦  Asset-Management Accounts
 

♦  Brokerage Services
 

♦  Certificates of Deposit
 

♦  Common & Preferred Stocks
 

♦  Corporate & Convertible Bonds
 

♦  Custom Portfolios
 

♦  Direct Investments
 

♦  Employee Stock Plans
 

♦  Estate Planning1
 

♦  Exchange Traded Funds (ETFs)
 

♦  Equity Portfolio Management
 

♦  Fee-Based Portfolio Management

 

♦  IRAs & Keogh Plans
 

♦  Investing for College Education
 

♦  Investment Research
 

♦  Life & Long-Term Care Insurance2
 

♦  Money Market Funds
 

♦  Mutual Funds
 

♦  Portfolio Analysis & Evaluation
 

♦  Retirement Planning
 

♦  Small-Company Pension Plans
 

♦  Tax-Preferred Muni Bonds & Funds
 

♦  Trust Services3

 

 

 

 

 

 

 

 

 

 

 

(1) Wells Fargo Advisors is not a legal or tax advisor.

(2) Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Wells Fargo Advisors, LLC is a separate non-bank affiliate of Wells Fargo & Company.

(3) Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.