Medical Practice and Health Care Professionals

Doctors, dentists, chiropractors, optometrists, and other health care professionals focus on their patients' well-being. Wells Fargo can help you focus on the financial and business needs of your evolving practice. We offer personalized service along with the convenience of a single institution to meet all of your financial needs. You can apply online for many of these services, others are more complex and we recommend speaking with one of our bankers. You can apply in person or call 1-800-416-8658.

Business Banking Services

Like every business, medical professionals need to manage their cash flow, accept payments, and disburse funds. Compare Wells Fargo's business checking accounts and savings accounts side-by-side.

Wells Fargo Business Online® enables access to your business and/or personal accounts from any internet connection. Transfer funds, view your balances, and make payments online with speed and ease.

With Merchant Services you can accept credit and debit cards for patient payment. Easy to set up and easy to manage, Wells Fargo Merchant Accounts facilitate payment online, face-to-face or via the phone.

Payroll Services from Wells Fargo allow you to concentrate on your practice rather than on the logistics of payroll. However, if you manage your payroll in-house our Direct Pay service is an easy solution for making net payroll and expense reimbursement deposits directly to your employee's checking accounts.

Extend the benefits of your Wells Fargo business banking relationship to your employees via the Wells Fargo At WorkSM program — at no additional cost to your business. Help retain and motivate your staff with discounted financial services, including a special checking account.

Are you establishing a new office, acquiring or buying into an existing practice or expanding your current services? Is it time for new equipment or furniture? Do you need working capital for day-to-day expenditures? Should you refinance your current business or investment real estate? We have a variety of products that can help meet your financing needs. Wells Fargo lines of credit and term loans can even help fund malpractice insurance premiums.

Protect Your Practice

Wells Fargo Insurance understands that, as a health care professional, you can never be too careful.

Your needs are unique, which is why we recommend reviewing your entire business. Having this perspective provides us with the insight we need to recommend small business insurance options that make sense for you.

When you work with us, you'll have access to a broad array of business insurance products, including:

  • Commercial property insurance — protects your business property and its operations from damage caused by inclement weather, fire, windstorm, hail or crime
  • Professional liability insurance — protects you and your business against claims and any damages from negligence and wrongdoing
  • Workers' compensation insurance — state-mandated insurance that provides income, medical benefits and rehabilitative services for workers injured on the job or while performing work-related duties

Let us help you get the coverage you need to better protect yourself, your employees and your business.

Wealth Management and Retirement Planning

As your practice grows, managing your personal wealth becomes increasingly important and more complex. Matching your needs and preferences to the wide variety of investment alternatives available is Wells Fargo's highest priority. We provide a variety of investing options including WellsTrade® and full-service brokerage. Whether planning for college expenses, investing for retirement, or anticipating the financial legacy you wish to leave, Wells Fargo can help you.