Wells Fargo Advisors

Wells Fargo Advisors Investment service in Lake Wales
149 E Stuart Ave, Lake Wales, FL 33853

Wells Fargo Advisors in Lake Wales, located at 149 E Stuart Ave, offers a comprehensive range of investment services tailored to meet the financial goals of individuals and businesses. Situated in the heart of Lake Wales, FL, this branch provides personalized financial advice and a variety of investment options such as stocks, bonds, mutual funds, retirement planning, and wealth management. With a reputation for strong customer service, Wells Fargo Advisors is committed to helping clients make informed decisions that align with their long-term financial aspirations.

Cost Ranges

Wells Fargo Advisors typically charges fees that can vary based on the type of service and account. For investment accounts, clients may expect management fees ranging from 0.5% to 2% of assets under management. Additionally, transaction fees for trades can apply, typically around $5 to $20 per trade, depending on the account type.

Local Tips

• Visit during weekdays between 9 AM to 5 PM for in-person consultations, ensuring personalized attention from financial advisors.
• Consider scheduling an appointment in advance to discuss specific financial goals or complex investment strategies.
• Take advantage of locally hosted financial seminars or workshops often organized by the branch for additional insights and networking opportunities.

FAQs

What type of investment services does Wells Fargo Advisors offer?

Wells Fargo Advisors provides a wide range of services including retirement planning, portfolio management, brokerage services, and estate planning.

How can I schedule an appointment with a financial advisor?

Appointments can be scheduled by calling the Lake Wales branch directly or through the Wells Fargo Advisors website, where you can also find additional resources and contact information.

Is there a minimum investment required to open an account?

The minimum investment requirement can vary depending on the type of account. It's advisable to contact the branch directly for specific details tailored to your financial situation.

What is the average rating for Wells Fargo Advisors in Lake Wales?

While specific review ratings for the Lake Wales location are not provided, Wells Fargo Advisors generally maintains a positive reputation for customer service and knowledgeable financial guidance.

America/New_York time zone
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