Address: 13625 California Street
City: Omaha State: NE Zip: 68154
Phone: (402) 339-4374
Website: www.wellsfargoadvisors.com
Member Since: October 1975
OEA Sponsor: Nancy Neary
Company Description:
Wells Fargo is a trade name used by Wells Fargo Trading Services, LLC member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. 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:
Not permitted