JavaScript is not enabled.
Wells Fargo Advisors - 0 Reviews - 7900 Moorsbridge Rd, Portage, MI - Banks Reviews - Phone (269) 348-0695

Wells Fargo Advisors

Claim
marker
7900 Moorsbridge Rd (at Serving Kalamazoo, Portage and Southwest Michigan)
Portage, MI 49024
marker
(269) 348-0695
Incorrect info? Correct your listing

Photos

Wells Fargo Advisors - Portage, MI
Wells Fargo Advisors - Portage, MI
SPRING SALE!!!:
20% OFF all yearly plans
Use spring at checkout. Expires 6/30/2018

Together we'll go far

Owner Message

  • 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.

    . 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.

Additional information

  • Hours:

    Mon-Fri 9am-5pm
badge