Before we begin our investment planning process with you and recommend an asset allocation strategy, we first need to get to know you and your goals.
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Investment and Insurance Products:
- Not FDIC Insured
- No Bank Guarantee
- May Lose Value
Investment products available through, and Financial Advisors and Retirement Professionals are registered representatives of, Wells Fargo Advisors, LLC (member SIPC), a registered broker dealer and a separate non-bank affiliate of Wells Fargo & Company.
Discussions may lead to a referral to Wells Fargo Advisors' affiliates, including Wells Fargo Bank, N.A. Wells Fargo Advisors and its associates may receive a financial or other benefit for this referral.
Wells Fargo & Company and its affiliates do not provide tax or legal advice. Please consult with your tax and legal advisors to determine how this information may impact your own situation.
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Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.