PURCHASE, NY Branch

Address: 2500 WESTCHESTER AVENUE, SUITE 203, PURCHASE, NY 10577
Phone: 914-328-8700 | 800-553-0031    Fax: 914-682-5001

About Our Branch

The Purchase, NY branch is the flagship office for the Metro North Market of Wells Fargo Advisors. Our vision is to satisfy our clients' investment needs and help them succeed financially. Our branch is home to more than 50 Financial Advisors serving high net worth individuals, institutions, and business owners.<br/><br/>Overall, our core mission at Wells Fargo Advisors is to assist our clients in wealth accumulation, wealth preservation, and wealth transfer strategies through a comprehensive wealth management process. The process includes goal setting, asset allocation, portfolio management, liability management, tax efficient investing, asset preservation and performance review.<br/><br/>We work with business owners through all stages of the business life cycle, from growth to maturity, by providing cash management for day-to-day operations, and financing for growth opportunities. Working with our Financial Advisors and their team of experts, clients receive advice on portfolio construction, estate planning strategies, access to trust services, cash management, capital expansion and succession planning.<br/><br/>The Purchase branch also prioritizes philanthropic activities which substantially impact Westchester County through volunteerism, community involvement, and charitable giving.