Wells Fargo Advisors

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Together we'll go far
  • 7900 Moorsbridge Rd

    Portage, MI 49024

    Map & Directions
  • 269-348-0695

About Wells Fargo Advisors

Categories
  • Investments
  • Investment Advice
Details
  • Retirement Planning
Hours
Special Offer
This location does not handle banking transactions
Services
  • Retirement Planning
  • Investment Advice
  • Wealth Management Strategies
  • Financial Advice
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Message from Wells Fargo Advisors

A National Investment Firm With a Heritage of Client Service


 


Wells Fargo Advisors is one of the nation's premier financial services firms. Its brokerage business is represented by more than 15,000 Financial Advisors nationwide and was born out of the Wells Fargo & Company's 2009 acquisition of Wachovia Corporation.


 


Our Deep Financial Services Roots Reach Back More Than 150 Years


 


Beginning in 1879, Wachovia Securities grew through mergers with some of the industry's most respected regional and national firms, including the 2007 acquisition of A.G. Edwards, Inc., by Wachovia Corporation. Throughout their histories, Wells Fargo Advisors' predecessors were known for exceptional service based on trust and knowledge and for corporate cultures that put client needs above all else.


 


A Non-Bank Affiliate of Wells Fargo & Company


 


Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest, strongest, and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, and 2011, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

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What's It Like to Be With Wells Fargo Advisors?


 


Well,for us it's a commitment. It's about honoring our relationship with you and being fully invested in your success. It's about being with you every step of the way - through every life event,every stage of the investment planning process,every triumph and every challenge.   Our commitment to you will not change. That's what it means to be with Wells Fargo Advisors. So,who are you with?


 


Listen,Understand,Clarify -We'll listen closely to what you have to say. We want to understand what's important to you and what you have planned for your life. This will help us clarify your specific goals.


 


Intelligent Financial Solutions - Once we've clarified your goals,we'll work closely with you to develop intelligent financial solutions that make sense for your unique situation.


 


In-Depth Analysis & Regular Feedback - We'll help you stay on track to meet your goals and help you make changes to your investment plan and asset allocation when appropriate.


 


We're With You Every Step of the Way - Your needs and goals will change over time,and when they do,we'll help you make adjustments to your investment plan as needed. We want to make sure you're living your life the way you want to live it.

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