Wells Fargo Advisors

Wells Fargo Advisors Investment service in Jacksonville
5175 Lenox Ave, Jacksonville, FL 32205

Wells Fargo Advisors, located at 5175 Lenox Ave in Jacksonville, FL, is a prominent investment service provider offering a range of financial advisory services tailored to meet the needs of individual investors. Positioned in the America/New_York time zone, this branch is part of the well-regarded Wells Fargo network, known for its commitment to helping clients manage their investments and plan for the future. With a focus on personalized financial strategies, the Jacksonville location prides itself on delivering expert guidance and support, backed by the resources of a large financial institution. While specific ratings for this location are not provided, Wells Fargo Advisors generally maintains a solid reputation for customer service and financial expertise.

Services Offered

• Investment Planning
• Retirement Planning
• Wealth Management
• Portfolio Analysis
• Estate Planning Strategies

Cost Range

The fees for services at Wells Fargo Advisors can vary based on the type and level of service required. Generally, investment advisory fees are a percentage of assets managed, typically ranging from 1% to 2% annually. It's advisable to schedule a consultation to receive a personalized quote.

Local Tips

Consider scheduling an appointment during off-peak hours for more personalized service. The Jacksonville branch is conveniently located near major roads and offers ample parking. Exploring nearby eateries on Lenox Ave can make for an enjoyable day when visiting the office.

FAQs

What should I bring to my first meeting with a financial advisor?

It's recommended to bring financial statements, tax documents, information about current investments, and a list of financial goals to discuss with your advisor.

How often should I meet with my financial advisor?

Clients typically meet with their advisors quarterly or annually, depending on their financial situation and preferences. More frequent meetings may be beneficial for more active management.

Is there a minimum investment required to work with Wells Fargo Advisors?

Minimum investment requirements can vary, so it's best to contact the Jacksonville branch directly to discuss your specific situation and investment goals.

America/New_York time zone
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