Case Analysis : Wells Fargo

1032 WordsMar 28, 20165 Pages
Wells Fargo is a financial institution.A financial institution is an establishment that conducts financial transactions such as investments, loans and deposits. Almost everyone deals with financial institutions on a regular basis. Everything from depositing money to taking out loans and exchanging currencies must be done through financial institutions. Advisory The core of our Advisory platform is a strategic focus on the long-term advantages and benefits that align with their clients’ needs, goals, and risk tolerance. Advisory offers flexibility and choice amongst a wide array of financial products and services – with just one client fee, (based upon account assets), that covers both investment advice and trading costs. Lending & Banking products and services play an important role in managing clients’ wealth. Helping clients make borrowing decisions in the context of their larger financial strategy and goals may help them benefit from tax efficiency, lower borrowing costs and an integrated approach to planning. Retirement Planning One of the biggest concerns for many of their clients will be how to make their way into retirement with the financial support they’ll need in their golden years. They offer you a wide variety of products and accounts to support a flexible retirement strategy for all of their clients. Traditional Brokerage Products Some financial products and services may be found in nearly every firm, but Wells Fargo Advisors goes the extra mile by committing to

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