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Financial Services and Guidance

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Wells Investments: Wells Investments is headquartered in Winter Haven, Florida. Wells Investments has built a team of seasoned financial professionals who operate with integrity. Their independent status gives them the autonomy to best serve the unique needs of their individual clients. Each Wells Investments wealth manager receives a wide range of resources including access to the ValueAlliance network of industry products and a variety of training and marketing services. The NetExchange advisor workstation NETX 360 delivers timely and accurate information to team members 24 hours a day.

Using these tools, each Wells Investments financial services professional manages client portfolios with integrity and respect. In addition to providing general wealth management, Wells offers services that are specifically geared toward trust grantors/beneficiaries and retirees/pre-retirees. The firm also makes financial and general economic information available to the public through its online Education Resource Center. Recent articles on the Education Resource Center site include tips on avoiding investment scams and anticipating the effects of interest rate hikes.

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