Wells Fargo Advisors
Bank Credit Union
Why pick this one
Wells Fargo Advisors has a Greenville branch with seven listed financial advisors, including two CFP® professionals, covering retirement and estate planning.
Best for
- retirement planning
- estate planning strategies
- insurance and long-term care planning
- education funding and 529 plans
- IRA strategies
- investment planning involving stocks, bonds, or mutual funds
- clients seeking access to multiple advisors in one Greenville branch
Look elsewhere if
- customers seeking FDIC-insured deposit banking through the advisor business
- customers needing emergency or time-critical financial services
Specialties
- estate planning strategies
- retirement planning
- insurance planning
- advisory services
- education funding and 529 plans
- IRA strategies
- business services
- bonds
- mutual funds
- stocks
- lending services
- long-term care insurance
- annuities
- Social Security planning
Certifications
- CFP® professionals
- Member SIPC
- FINRA-registered broker-dealer
What makes them different
- Greenville branch lists seven financial advisors
- Nathaniel Cohen and James Pagnani hold CFP® designations
- Michelle Hoff is identified as a Senior Financial Advisor and Vice President - Investments
- Advisors list securities registrations across multiple states
- Branch provides direct advisor phone numbers and email addresses
- Serves
- Greenville
Distilled from this business's own website.
Contact & Location
- Address
- 695 E Arlington Blvd Ste 200, Greenville, NC 27858
- Phone
- 2527566900
- Website
- https://home.wellsfargoadvisors.com/001_GV?exci...
- archie.jennings@wellsfargoadvisors.com
Services
- financial advisory
- investment planning
- retirement planning
- estate planning
- insurance planning
- securities brokerage
- education funding
- lending services