What You Can Expect From Us: We consistently strive to ensure our clients and their families receive extraordinary service from our team. We believe that this treatment starts before the relationship is built. Via referrals, we help ensure that the family and friends of our current clients will be treated with the same respect and attention the referrer would expect from us. We have created a FIT process to ensure every relationship we enter is one based on full disclosure and the understanding that we are working towards the same goal.
Due to the many different financial situations there can be, our process allows us the opportunity to focus on what is important to each individual client or family. After we have determined if we are mutually satisfied with working with one another, we will take the information you have given us regarding your current situation and your upcoming goals and aspirations and we will create a plan focused on you.
The FIT process is important to our team and clients because it allows our team the opportunity to change recommendations as need be. It also gives space for client input and modification. Overall, this process is a never ending progression. After we have implemented the financial decisions we have agreed upon, our team will review your investments with you to help ensure that you are on track.
Investment and Insurance Products are:
• Not Insured by the FDIC or Any Federal Government Agency
• Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
• Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
Located on Arlington Boulevard in Greenville, NC