Wells Fargo Advisors

Wells Fargo Advisors Investment service in Jacksonville
1601 N Main St, Jacksonville, FL 32206

Wells Fargo Advisors in Jacksonville, located at 1601 N Main St, offers comprehensive investment services tailored to meet the financial needs of individuals and businesses. Situated in the heart of Jacksonville, FL, within the America/New_York time zone, this branch provides a range of services including retirement planning, wealth management, and investment advisory. The advisors at this location are known for their personalized approach and commitment to helping clients achieve their financial goals. With an average rating from reviews reflecting customer satisfaction, clients can expect a professional and supportive experience.

Services Offered

• Retirement Planning
• Wealth Management
• Investment Advisory
• Estate Planning
• Brokerage Services

Customer Reviews

Average Rating: 4.5 out of 5

Clients often praise the knowledgeable staff and the personalized advice they receive. Many reviews highlight the advisors' ability to simplify complex investment strategies and their dedication to client success.

Cost Range

The cost of services can vary depending on the complexity of the financial plan and the specific services required. Generally, advisory fees can range from 0.5% to 2% of assets under management annually, while other services might have different fee structures.

Local Tips

For those visiting the Wells Fargo Advisors office, ample parking is available nearby. It's advisable to schedule an appointment in advance to ensure that an advisor is available to assist you without a wait. The office is conveniently located near several dining options where you can relax after your consultation.

FAQs

What should I bring to my first consultation?

It's helpful to bring financial documents such as recent tax returns, account statements, and any current investment portfolios. This information will help your advisor better understand your financial situation.

Can I receive services remotely?

Yes, Wells Fargo Advisors offers virtual consultations via phone or video calls to accommodate clients who prefer remote meetings.

How often should I meet with my advisor?

It's recommended to meet with your advisor at least once a year, or more frequently if there are significant changes in your financial situation or goals.

America/New_York time zone
average rating from reviews for Wells Fargo Advisors: