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Investment Banking/Public Finance
The Public Finance team at WELLS NELSON & ASSOCIATES is a leader in providing a wide variety of financial services for our clients. Whether acting as Financial Advisor, Underwriter or Placement Agent, WELLS NELSON & ASSOCIATES is unparalleled in providing cities, counties, state governments and other political subdivisions with sound and tested financial solutions.
Tax Increment Financing
Brokerage Services/Wealth Management
Our dedicated advisors will help you draw from a substantial suite of offerings, tailoring these products and services to fit your needs.
- Certificates of Deposits (CD’s)
- Individual Retirement Accounts (IRA’s)
- Stocks & Bonds
Business Retirement Plans
- Profit Sharing
- Check Writing
- Debit Cards
- Bill Pay
Personal Financial Planning
- College Savings
- Retirement Savings
- Estate Planning
Whether short or long-term investment strategies, we can provide the knowledge and expertise to help manage risk and maximize potential opportunities.