Wells Fargo Advisors

Services Offered

• Wealth Management
• Retirement Planning
• Investment Strategies
• Financial Planning
• Portfolio Management

Cost Range

The cost for services at Wells Fargo Advisors can vary based on the type of service and level of investment. Typically, advisory fees may range from 0.50% to 2.00% of assets under management, depending on your portfolio size and the complexity of services required.

Local Tips

Located in the heart of Goldsboro, the office is easily accessible with ample parking available. For those visiting, it's recommended to schedule an appointment in advance to ensure adequate time for a thorough consultation with an advisor. Additionally, exploring the nearby historical downtown area can be a delightful experience.

FAQs

• What should I bring to my first consultation?
  Bring any relevant financial documents, such as tax returns, investment statements, and retirement account information, to help your advisor create a comprehensive financial plan.
• Are virtual consultations available?
  Yes, Wells Fargo Advisors offers virtual consultations for clients who prefer remote meetings.
• How often should I meet with my advisor?
  It's recommended to meet with your advisor at least annually, although more frequent meetings may be beneficial depending on your financial situation and market conditions.