Our Values

Virginia (Ginger) Merkel, Lori Westerfield, Mary Reinking, Maureen Damer

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Congratulations! You’ve taken a very important step towards your future happiness – finding a Financial Advisor. A good Financial Advisor should possess the following core principles or client-centered values:

 

CLIENTS FIRST

We base all our professional decisions on what is in our clients’ best interests. Our valued client relationships are at the center of our practice

 

INTEGRITY AND TRUST

We have earned a reputation of conducting our practice with the highest ethical standards and professionalism. Our clients can trust that we act on their behalf.

 

COMPETENCE

In constantly changing financial markets, we believe that clients derive value from competent advice and guidance. We continuously work to expand and improve our professional knowledge, experience and judgment.

 

VALUE

We provide services and solutions that improve our client’s long-term financial well-being.

 

TRANSPARENCY

We have an easy to understand advice-based fee structure.

 

HOW DO I CHOOSE A FINANCIAL ADVISOR?

A Wells Fargo Financial Advisor and CFP® works with you to develop a strategy tailored to your needs using a variety of products and services. A CFP® can help you take inventory of your total assets, develop a flexible investment plan and assist in estate planning strategies. Watch this video to learn more about when to choose and how to choose the right Financial Advisor.