NEW YORK, NY Branch

Address: 280 PARK AVE, FL 27W, NEW YORK, NY 10017-1216
Phone: 212/557-1144 | 800/627-4554    Fax: 212-916-0489

About Our Branch

At our flagship New York office located on Park Avenue in Midtown Manhattan, our vision is to satisfy our customers' investment needs and help them succeed financially. Our branch is home to more than 90 Financial Advisors serving high net worth individuals and institutions. We take the utmost pride in the standard of service we provide and our ability to leverage resources, as well as offering access to services of affiliates, in order to deliver on our promises to our clients.<br/><br/>The core of our mission is offering customers the products and services they need, when they need them. This allows us to build lifelong relationships one customer at a time. We assist our clients in wealth accumulation, wealth preservation, and wealth transfer strategies through a comprehensive wealth management process. The process includes goal-setting, asset allocation, portfolio management, liability management, tax efficient investing, asset preservation and performance review. <br/><br/>We work with business owners through all stages of the business life cycle, from growth to maturity, by providing cash management for day to day operations, and financing for growth opportunities. We embrace client-centric principles and offerings that provide choice. Working with our Financial Advisors and their team of experts, clients receive advice on portfolio construction, estate planning strategies, access to trust services, cash management, capital expansion and succession planning.<br/><br/>We listen to our team members and are responsive to their needs. Wells Fargo Advisors' charitable activities substantially impacts local communities through volunteerism, community involvement, and charitable giving.