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Get Started Investing

With answers to a few simple questions,
we can better help you unlock opportunities in your financial life.

Are you looking for investment options that meet your investment needs, financial complexities, and the way you want to invest?

We can help you select from a comprehensive range of investment services to help you meet your goals.

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Investment planning can help as you approach different life stages.
Are you currently facing any of these events?

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How would you prefer your investment portfolio to be managed?

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Approximately how much do you plan on investing at this time?

$100,000 or less
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Of the following statements,
which best describes your primary financial goal?

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Do you have additional critical needs beyond investing?

Thank you.

We invite you to take a closer look at

Wells Fargo Advisors

where a dedicated Financial Advisor will work closely with you to develop and implement a tailored investment strategy to help you achieve your financial goals.

Learn more about Wells Fargo Advisors

Contact a Wells Fargo Advisors Representative: 1-866-522-0459

Contact a Wells Fargo Advisors Representative: 1-866-522-0459

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In addition, based on the amount you are looking to invest, you may also want to learn more about

Wells Fargo Private Bank
where you’ll have a dedicated relationship manager coordinating a team of professionals across several disciplines, developing strategies to address your complex needs.

Learn more about Wells Fargo Private Bank

Contact a representative from
Wells Fargo Private Bank: 1-888-715-0380

Contact a representative from Wells Fargo Private Bank: 1-888-715-0380

Investment and Insurance products:
  • Are Not insured by the FDIC or any other federal government agency
  • Are Not deposits of or guaranteed by a Bank
  • May Lose Value