Wells Fargo Advisors
Financial Advisor
Why pick this one
Wells Fargo Advisors' Hendersonville branch has five listed financial advisors, including three CFP® professionals, offering retirement and estate-planning services.
Best for
- retirement planning
- IRA strategy
- estate planning strategies
- education funding and 529 plans
- insurance planning
- business financial services
- clients seeking an advisor with CFP® credentials
Look elsewhere if
- customers seeking FDIC-insured deposit accounts
- customers seeking a bank deposit or guaranteed investment product
- customers needing emergency or after-hours financial services
Specialties
- retirement planning
- estate planning strategies
- IRAs and IRA strategies
- education funding and 529 plans
- insurance
- business services
- advisory services
- lending services
Certifications
- CFP® designation held by Patrick Sallee, James Tanner III, and James Wiley
- Member SIPC
- Registered broker-dealer: Wells Fargo Clearing Services, LLC
What makes them different
- Hendersonville branch lists five financial advisors
- Three listed advisors hold CFP® designations
- Advisors cover retirement planning, estate planning, IRAs, education funding, insurance, and business services
- Advisors are insurance licensed in North Carolina
- Patrick Sallee serves on the advisory board of the Henderson County Family YMCA
Distilled from this business's own website.
Contact & Location
- Address
- 421 South Church Street, Suite 100, Hendersonville, NC 28792
- Phone
- 8286922526
- Website
- https://home.wellsfargoadvisors.com/001_J9?exci...
- roger.aiken@wellsfargoadvisors.com
Services
- financial advisory
- investment services
- retirement planning
- estate planning
- education funding
- insurance
- business financial services
- lending services