At  Wells Fargo Advisors, we're committed to doing what's right for our clients.  But you don't have to take our word for it.  Based on a national, independent survey, Wells Fargo Advisors was named the top-ranked U.S. investment firm for customer advocacy by Forrester Research, Inc., in 2010.  So when we say we put you first, we mean it.

 

Wells Fargo Advisors is one of the nation's premier financial services firms.  We bring to our individual, corporate and institutional clients a distinguished heritage in full-service brokerage and asset management, as well as access to lending, trust, and investment banking expertise through our affiliates.

 

Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and strongest financial institutions.  In business since 1852, and named on Fortune magazine's 2009 list of the "World's Most Admired Companies," Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Customer Advocacy 2010: How Customers Rate U.S. Banks, Investment Firms, and Insurers,” Forrester Research, Inc., Jan. 2010. Wells Fargo Advisors was a top-rated firm in percentage of customers who agree with this statement, “My financial provider does what’s best for me, not just its bottom line.” Forrester Research, Inc. surveyed 4,500 U.S. Consumers to rate their banks, investment firms and insurance companies on customer advocacy. Out of the 10 investment firms rated in the survey, Wells Fargo Advisors was a top-rated U.S. investment firm in customer advocacy. The ratings may not

 
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Newsletters

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

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