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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.
Utilities
Correctional Facilities
Sales Tax
School Districts
Transportation
General Obligation
Higher Education
Health Care
Housing
Tax Increment Financing
Tax Credits
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.
Investment Tools
- Certificates of Deposits (CD’s)
- Individual Retirement Accounts (IRA’s)
- Stocks & Bonds
Business Retirement Plans
- Pensions
- 401(k)
- Profit Sharing
Cash Management
- Check Writing
- Debit Cards
- Bill Pay
Personal Financial Planning
- College Savings
- Retirement Savings
- Estate Planning
Diverse Annuities & Insurance
- Life Insurance
- Long-Term Care & Disability
Whether short or long-term investment strategies, we can provide the knowledge and expertise to help manage risk and maximize potential opportunities.
Skirvin Hotel OKC
OK Aquarium
Colorado University
Arkansas Dept of Human Services