Wells Fargo Advisors
Financial Advisor
Why pick this one
Wells Fargo Advisors provides retirement, estate-planning, insurance, and 529 strategies through its Greensboro branch.
Best for
- Retirement planning
- IRA strategy
- Estate planning strategies
- Education funding and 529 plans
- Business financial services
- Investment portfolios involving stocks, bonds, or mutual funds
Look elsewhere if
- FDIC-insured deposits or traditional bank-account services
- A deposit-taking bank or credit union is specifically required
Specialties
- Retirement planning
- Estate planning strategies
- Education funding and 529 plans
- IRA strategies
- Business services
- Advisory services
- Insurance
- Stocks, bonds, and mutual funds
Certifications
- Member SIPC
- Registered broker-dealer
- Insurance licensed in North Carolina
What makes them different
- Greensboro branch includes 12 listed financial advisors
- Jeff Kerrigan is identified as Senior Financial Advisor and Managing Director - Investments
- Jeff Kerrigan lists advisory services, business services, 529 plans, estate planning, insurance, IRA strategies, and retirement planning as areas of focus
- Branch advisors provide access to stocks, bonds, and mutual funds
- Wells Fargo Advisors is a trade name of Wells Fargo Clearing Services, LLC, a non-bank affiliate of Wells Fargo & Company
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 806 Green Valley Rd Ste 100, Greensboro, NC 27408
- Phone
- 3365457100
- Website
- https://home.wellsfargoadvisors.com/001_GR?exci...
- alan.cary@wellsfargoadvisors.com
Services
- Investment advisory
- Financial planning
- Retirement planning
- Estate planning
- Insurance planning
- Education funding planning
- Business financial services
- Stocks, bonds, and mutual funds