Wells Fargo Advisors
Bank Credit Union
Why pick this one
Wells Fargo Advisors provides Wilson investment guidance through Marcus Fielding, CRPC®, including retirement planning, 529 plans, estate strategies, and insurance.
Best for
- Retirement planning in Wilson
- IRA strategy guidance
- 529 education funding plans
- Estate planning strategies
- Life insurance and long-term care insurance planning
- Investment guidance involving stocks, bonds, or mutual funds
Look elsewhere if
- Customers seeking FDIC-insured deposits or routine bank-account services
- Customers seeking guaranteed investment principal, since the site states investment products are subject to investment risks
Specialties
- Business services
- Education funding and 529 plans
- Estate planning strategies
- IRA strategies
- Retirement planning
- Life insurance
- Long-term care insurance
- Lending services
- Social Security
Certifications
- CRPC® designation held by Marcus Fielding
- Insurance licensed in North Carolina
- Securities registered in North Carolina
- Member SIPC
What makes them different
- Wilson branch at 3700 Nash Street, 2nd Floor
- Marcus Fielding focuses on business services, 529 plans, estate planning strategies, insurance, IRA strategies, and retirement planning
- Marcus Fielding is a CRPC® financial advisor
- Two named financial advisors serve the Wilson branch
- Marcus Fielding and Crystal Hardee provide direct email contact
- Serves
- Wilson
Distilled from this business's own website.
Contact & Location
- Address
- 3700 Nash St N, Wilson, NC 27896
- Phone
- 2522917070
- Website
- https://home.wellsfargoadvisors.com/001_WI?exci...
- archie.jennings@wellsfargoadvisors.com
Services
- Investment advising
- Retirement planning
- Insurance planning
- Estate planning strategies
- Education funding
- Lending services
- Stocks
- Bonds
- Mutual funds
- Social Security planning