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Wells Fargo Advisors

Michael Callahan - Managing DirectorMichael Callahan - Managing DirectorFinancial Advisor

Nancy NearyNancy NearyFinancial Advisor

Stocks & Bonds

Wells Fargo Advisors

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC. Member SIPC

Address: 13330 California St, Suite 100

City: Omaha State: NE Zip: 68154

Phone: (402) 445-6457

Fax: (402) 496-7610

Website: www.wellsfargoadvisors.com

Member Since: October 1975

OEA Sponsor: John Meigs

Company Description: 

At Wells Fargo Advisors, we believe in a personal approach to investing. Your Financial Advisor will want to get to know you and understand your interests, goals and concerns before drawing up an investment plan or recommending products or services. After deciding together on a plan that addresses your goals, risk tolerance and financial curcumstances, your advisor will put your plan into action.
The following are some of the services your Financial Advisor can offer:
  • Asset-Allocation Strategies
  • Asset Management
  • Investment Services
  • Estate Planning Strategies
  • Planning for Retirement and Retirement Income
  • Portfolio Analysis and Monitoring
  • Risk Management Strategies
  • Tax-Advantaged Investment Strategies and Strategy Coordination with your Tax, Legal and Other Advisors
  • Wealth Management Services

Testimonials: 

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