Services & Products

Your investments should work together to help you accomplish your financial goals. We give you access to many investment services and produccts. Here are some we offer to help maximize all elements of your financial life.

Services

Account Services

We offer investing in the palm of your hand with online access. When you use the Wells Fargo Mobile® app, or logon from your tablet or desktop, you have access to the tools, features and information you need, including: your investment portfolio, the markets, and the economy.

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Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

Business Services

Your company is one of your most important assets. It’s the product of your hard work. We can offer your business a variety of customized products and services to help your business succeed, thrive and grow. From employee benefit plans to insurance to help with succession planning, we’re here to help and build a team of professionals to assist you.

Estate Planning Services

You might associate estate planning with famous people. In fact, estate planning could be appropriate for all. Consider your assets: bank accounts, investment accounts, retirement accounts, house, cars, jewelry, and heirlooms. This is your estate. Your estate plan can define what you would like to happen to these assets when you get older, become ill or die.

Products

401(k) Distribution Options

If you’re changing jobs or retiring, you’ll need to decide what to do with assets in your 401(k) or other qualified employer-sponsored retirement plan. These savings can represent a significant portion of your retirement income, so it’s important you carefully evaluate all of the options.

College Savings Plan

When it comes to saving for college, there may be a number of sources to consider, including investments, 529 plans, loans, and financial aid. 529 plans and trust funds are designed to help parents and grandparents save for your child’s education.

Individual Retirement Accounts

If you have a qualified employer sponsored retirement plan (QRP), such as a 401(k), 403(b), or governmental 457(b), at work and regularly contribute, that might not be enough to accumulate the savings you need. Fortunately, you can contribute to both your QRP and an IRA.

Insurance

Insurance can play a key role in helping preserve your assets and achieve your financial goals. Plan to help protect all aspects of your financial life: family, business, retirement, and legacy. Consider how insurance can help protect the people and causes you care about the most.

Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. We can discuss what might work for your situation and help you feel confident as you work toward achieving your goals.

All investing involves risk, including the possible loss of principal.

Advisory programs are not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. There are minimum account size requirements for these programs.

Please consider the investment objectives, risks, charges and expenses carefully before investing in a 529 savings plan. The official statement, which contains this and other information, can be obtained by calling your financial advisor. Read it carefully before you invest.

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.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.