Welcome to Pharos Financial Advisors!

We are excited to begin this journey with you. Thank you for placing your trust and confidence in us as we help you achieve your financial goals.

Transcript

As your Financial Advisor, Steve Berman can guide you through:

  • Planning to help you achieve your lifestyle objectives
  • Retirement planning and solutions (including accumulation, retirement income, Social Security, etc.)
  • Investment and asset management services including market and economic inquiries
  • Estate planning and trust guidance
  • College/Education planning
  • Life, long-term care, and disability insurance analysis and review
  • Tax planning coordination with your tax professional
  • Various products and services offered through Wells Fargo Bank


Steve Berman       
216-455-7512
216-306-5011(text)
[email protected]

As the Operations Manager, Tammy Salopeck can assist with:

  • Scheduling appointments
  • Account balances, positions and values
  • Deposits, withdrawals, fed wires and transfers from your account
  • Questions about your statement or other paperwork
  • Updating your information (name, address change, etc.)
  • Tax Documents (1099 forms, year-end statements, etc.)
  • Check re-order, check copies, lost checks or debit card
  • Assist with setting up internet access to your account


Tammy Salopeck
216-455-7511
216-242-4321(text)
[email protected]

Client Login via the Web  

https://www.wellsfargoadvisors.com/online-access/signon.htm

Use Client Login to:

  • View your account activity and investment allocations
  • View your statements
  • Set up account nicknames
  • Get quotes, news, research, and economic outlook

Helpful Resources


How to Enroll for Online Account Access



Pharos Financial Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, MI, MN, NC, NJ, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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