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A consultation with a Financial Advisor from Wells Fargo Advisors will be as individual as your needs. Our network of Financial Advisors with offices located across the nation can provide you with personalized advice.
Find the right Financial Advisor
Your Financial Advisor will assist you in building a customized investment plan to help you achieve your goals for the long term, so it’s important that you feel comfortable with your relationship.
Here is some information to ask for when first meeting with a Financial Advisor:
- Credentials and affiliations
- Services offered
- Frequency of portfolio review and adjustment
- Frequency of communication
- Experience — length of career, profile of client base
- Account pricing structure
Be prepared to discuss
To take full advantage of your consultation time, consider the following investment planning questions and prepare to share your responses with your Financial Advisor. The more you share about your goals, risk tolerance, and complete financial picture, the better your Financial Advisor will be able to recommend appropriate strategies.
At Wells Fargo Advisors, our first step is to understand your goals, values, and vision.
What is going on in your life?
- Getting married
- Growing your family or welcoming a grandchild
- Sending a child or grandchild to college
- Getting divorced
- Planning or preparing for retirement
- Retiring
- Becoming a caregiver
What are your financial goals, both short-term and long-term?
- Save for a house
- Save for children’s education
- Pay down debt
- Develop a retirement plan
- Start a new business
- Transfer wealth to future generations
- Establish a legacy
What are your investment questions?
- Are you invested appropriately to meet your goals?
- How can you better manage all of your investment accounts?
- Is there a better tax-sensitive investment strategy for me?
What is your current financial situation?
- What are your current assets?
- What are your current liabilities?
- What are your future expenses and income (college tuition, parental care, inheritance, etc.)?
- What is your risk tolerance?
How do you want to manage your accounts?
- How much do you want to be involved in developing your financial strategy and designing your portfolio?
- Do you like to make investment decisions on your own and validate your choices with a Financial Advisor, or do you prefer to have more guidance?
Be prepared with documentation
Be prepared to bring the appropriate information and documentation to your consultation.
- Answers to the questions above
- Income documents such as W-2 forms
- 401(k) plan documents
- Recent tax records
- Monthly expenses including credit cards, mortgage, rent, or loans
- Investment account statements
- Social Security Numbers, birth dates, and addresses of joint account owners and beneficiaries
- Photo ID for each owner of your accounts (required by the USA PATRIOT Act)
To schedule a consultation with a Financial Advisor at Wells Fargo Advisors, call 1-866-243-0931.
