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Wells in New York, NY

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Wells Fargo Advisors LLC

1 Penn Plaza, 27th Floor
New York, NY 10119

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Diplomas don't grow on trees either!

With college tuition and fee hikes regularly outpacing inflation, its never too early to start saving for higher education costs. Together we can explore a variety of savings vehicles, including 529 plans Coverdell Education Savings Accountants and UGMA/ UTMA accounts. Call today to find a strategy that's right for your family.

Wells Fargo Advisors' unique Envision planning process helps us to get to know your specific needs and goals in order to create your tailored investment plan. Monitoring your progress is easy. You'll always know if your on track to reach your financial goals. Find out how having an Envision plan can help you live the life you planned.

Wells Fargo Home Mortgages is ready to help you with financing options that include:

  • Fixed-rate mortgages. A fixed-rate mortgage provides predictable monthly principal and interest payments over the life of the loan.
  • Adjustable-rate mortgages. Typically has a lower initial interest rate than a fixed-rate mortgage, making your intial payments lower. After the introductory period, the interest rate adjust periodically based on a market index and may increase.
  • Jumbo mortgages. If you plan to purchase or refinance a high end property, our jumbo mortgage options can help you make the most of today's inviting home prices and historically low interest rates. Also, qualified customers can take advantage of expanded credit, debt and loan-to-value approval guidelines.
  • Construction-to-permanent loans. A construction-to-permanent loan helps you finance your new home from the ground up with construction financing plus permanent "end loan" financing.

Our unique Envison process helps you identify yur top priority goals and develop a plan designed to help you live your life the way you want. It also offers you the flexibility to adjust your priorities to account for any of life's changes, such as:

  • Increasing medical costs
  • Helping a child or grandchild afford higher education
  • Caring for an elderly parent and more

To find out how Envision can help ensure your investment plan keeps pace with your life, please contact me today.

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