Best Investment Bank Fort Wayne Near Me

4worldlovers:
At Stifel, we believe in doing business face to face. We want to understand your unique financial objectives so that we can develop a strategy specific to your needs and long-term financial goals. Whether you want to plan for retirement, save for your children's college education, reduce your tax bills, or increase your income to meet monthly expenses, you can expect personalized, professional service and advice.

4worldlovers:
Wells Fargo Investment Institute shares potential investment opportunities and risks for the second half of the year.


Refer to our guide throughout the year for strategies to help manage your tax bill.


Potential planning risks and opportunities to consider during this uncertain economic environment.


You may need to review your retirement planning strategies because of key provisions in the SECURE Act 2.0.

Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate

Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Wells Fargo Investment Institute, Inc., (WFII) is a registered investment adviser and wholly owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

The Private Bank offers products and services through Wells Fargo Bank, N.A., Member FDIC, and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPCOpens Dialog, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.

Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.

4worldlovers: We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

If you’re changing jobs or retiring, you’ll need to decide what to do with assets in your 401(k) or other qualified employer-sponsored retirement plan. These savings can represent a significant portion of your retirement income, so it’s important you carefully evaluate all of the options.

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

Your company is one of your most important assets. It’s the product of your hard work. We can offer your business a variety of customized products and services, from employee benefit plans to insurance and help with succession planning.

Saving up to pay for your child’s college education doesn’t have to interfere with your retirement goals. 529 plans and trust funds are designed to help parents and grandparents save for a child’s education. Planning for retirement, managing your investment portfolio, and funding a college education is a balancing act. The trick is to plan ahead.

Everyone could use an estate plan. It’s not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. Make an appointment with us to talk about your estate planning goals.

Find out ideas on how we can help you reach your retirement goals with an IRA. Even if you already contribute to a 401(k) or another qualified employer-sponsored retirement plan (QRP), you should consider investing in an IRA. It can help supplement those savings and give you access to a wider range of investments.

Insurance can play a key role in helping preserve your assets and achieve your financial goals. Plan to help protect all aspects of your financial life: family, business, retirement, and legacy. Consider how insurance can help protect the people and causes you care about the most.

Developing your investment plan includes choosing which products and services might help you meet your financial goals. We can discuss what might work for your situation and help you feel confident as you work toward achieving your goals.

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We’ll look at your whole picture. Together, we’ll prioritize your goals for the future and map out a financial course to help you achieve them.

Advisory programs are not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. There are minimum account size requirements for these programs.

Please consider the investment objectives, risks, charges and expenses carefully before investing in a 529 savings plan. The official statement, which contains this and other information, can be obtained by calling your financial advisor. Read it carefully before you invest.

Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Use our financial calculators to help you run the numbers to see where you stand in your investment plans.