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What We Stand For
Clients. First. Always.
It is important that our people know what we stand for as an organization. These are the tenets that guide our conversations, our decisions, every interaction with our clients and team members, and every product and service we provide.
Wells Fargo Advisors is a premier financial services firm, serving investors nationwide through more than 12,400** Financial Advisors. Driven by a strong and abiding commitment to service, we help our clients succeed financially with investment planning and advice designed to help them achieve their life needs and financial goals.
Unique client relationship. We believe there is a unique relationship between the financial advisor and client. Understanding, supporting, and strengthening that deeply personal relationship is at the center of everything we do. The advice we provide is aimed at making a real difference in the lives of our clients.
Customized investment advice. We believe advice to clients should be customized based upon their personal needs. Clients deserve choice; therefore, our advice is independent, free from pressure and evidences a best interest standard of care.
Industry-leading toolbox. We believe it is our responsibility to offer a robust toolbox in the industry. We help financial advisors use that toolbox to act in the best interest of clients.
Best practice. We believe best practices exist and that clients are more satisfied when they receive the advice and service they need and expect.
Open dialogue. We are committed to open dialogue. We service clients better when we listen and learn from each other.