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Invest With Guidance

Looking for a great ROI? Invest your time with a Financial Advisor, who will work with you to implement a plan to help you succeed in your retirement. See How

Work one-on-one with a Financial Advisor 

Wells Fargo Advisors helps clients succeed financially by offering personalized, professional guidance, whether you have one investment goal or complex needs. Let us show you: 

Invest by phone with a Financial Advisor 

Our entire team is dedicated to helping you understand your financial position and needs, consolidate your accounts in one place, and monitor your investments.

Compare our portfolios of mutual funds and ETFs

Invest directly in mutual funds

With Wells Fargo Advantage Funds® you’ll have access to more than 40 no-load mutual funds to help with your investment goals. Our experienced investment professionals can provide complimentary guidance to help you keep your investments on course.

Call us at 1-866-243-0931

Advisory Programs

When you invest your money into an advisory program, you put the research, monitoring, and understanding of the markets into the hands of our dedicated Financial Advisors — so you can focus on pursuing your financial goals. You’ll receive:

  • One-on-one consultations with your Financial Advisor 
  • Personalized investment guidance based on independent research
  • Ongoing portfolio monitoring, service, and rebalancing when necessary

Have a Financial Advisor call me

Mutual funds are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus, which contains this and other information, can be obtained by calling your financial advisor. Read the prospectus carefully before you invest.

Mutual fund investing involves risks, including the possible loss of principal. Consult a fund's prospectus for additional information on risks.