Wells Family of Companies | I Will Client Contract

Wells Family of Investment Companies

The Wells  Philosophy "I WILL®" | Client Contract
The Wells
 Philosophy
"I WILL®"		  Our Valued
Clients  		Become  a
Wells Client
Contact Us		 Your
Professional
 Management Team		 Portfolio  
Management		 Trust
Services		 Education
Resource
Center		 Pre-Retirees
Retirees
 

 
Wells Family of Companies A Narrative From Our Founder and CEO Client Contract
 
  Our client’s financial well-being is one of the most important responsibilities that we have. We know how important it is for you to be able to talk with us, gain from our experience and guidance and to help you in the following ways:
     
  I WILL… Listen and understand your goals and objectives and make them mine. 
     
  I WILL… Follow proper procedures and compliance.
     
  I WILL… Be available when you call.
     
  I WILL… Work hard to help you grow your assets. 
     
  I WILL… Work within your risk tolerances. 
     
  I WILL… Stay current with technology to provide you with accurate and timely monitoring of your accounts.

 
 
 

Valor Financial Securities, LLC. Member FINRA & SIPC