LIABILITY MANAGEMENT

LIABILITY MANAGEMENT

Your finances are an important part of your life, especially when you have specific goals you're trying to achieve. At The Logan Square Group of Wells Fargo Advisors, we offer access to a full range of services that help you build and preserve your assets, as well as manage your borrowing needs.

Through our Wells Fargo affiliates, we provide access to a broad array of credit and lending services to help you meet your short- and long-term cash flow needs. These credit and lending services include:

  • Securities-based lines of credit — Set up a line of credit backed by the value of your investment portfolio to use for virtually any need. Securities-backed lines enable you to have money available without disrupting your long-term investment strategy.
  • Residential mortgages — Access a comprehensive range of products for both new mortgage and refinancing needs of all sizes through our affiliate, Wells Fargo Home Mortgage.
  • Home equity financing — Home equity financing can be a sensible choice for making home improvements, paying for education expenses, financing major purchases or life events, such as a wedding, or as an emergency fund to meet unexpected large expenses. Home equity accounts typically have lower rates than many other types of credit, plus the interest you pay on your home equity account may be tax-deductible.
  • Small-business financing — Access business lending for term loans, lines of credit, equipment finance, commercial real estate and working capital needs, as well as a Wells Fargo business credit card.
  • Credit cards — Choose from a competitive suite of consumer credit cards designed to meet your needs. The cards offer the appeal of rich rewards, protection features, and tools to help manage purchases and payments.

Lending and other banking services available through the Lending & Banking Services Group of 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; Wells Fargo Home Mortgage and Wells Fargo Equipment Finance, Inc. All loans and lines of credit are subject to credit approval, verification and collateral evaluation. Initial credit decision is subject to your meeting specific underwriting requirements, and final approval will be based upon your satisfying these requirements. Certain restrictions apply. Programs, rates, terms and conditions are subject to change without advance notice. Products are not available in all states. Licensed by New Hampshire banking department. Insert equal housing lender icon uploaded in artifacts tab Wells Fargo Clearing Services, LLC, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company.