LENDING SERVICES

Through our affiliates at Wells Fargo, we can provide you access to lending and banking services that may help you preserve your investment strategy and meet your financing needs. Our team of dedicated affiliated lenders provide a broad range of lending products available to help you with liquidity and maximize potential tax benefits including residential mortgages, home equity lines of credit, small-business and equipment financing.

Line of Credit

The following subjects can be helpful in determining which lending or banking service may be right for you:

  • Mortgage Financing
  • Securities Based Lines of Credit
  • Small Business Financing
  • Tips to Stay Credit Ready

Contact us to learn more about our lending services and be introduced to an appropriate lender.

Interest on home equity loans and lines of credit is not always tax deductible. Clients should consult their tax advisor or CPA for information specific to their situation. Wells Fargo Advisors and its affiliates are not tax or legal advisors.

Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts. Financial Advisor NMLS ID, if applicable:

Equal Housing Lender