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Finding the right fit – choosing a financial services provider
 
 

By Pat Cortez
News@lavozcolorado.com
 
02/01/2011

People have as many financial needs as ever. Here are key factors to consider when choosing the right financial provider:

Strength and stability. Make sure you’re working with a trusted financial institution known for its credit discipline. Does it have a track record of lending leadership and responsible lending to creditworthy customers? Can you count on them to be there through all economic conditions?

Community based. There’s no substitute for the face-to-face contact and personal attention. Take time to meet bankers who will serve you. Learn their approach to serving customers and the community, including their commitment to giving back through financial and volunteer contributions.

24-7 access and convenience. Look for a financial services provider where you can do business when, where and how you want. Find a provider with a vast network of stores and ATMs, a phone bank, and online and mobile banking services.

Full service and relationship oriented. Select a financial services company that will work with you to meet all of your financial goals. To save time and increase options, choose a company with a full array of products and services – mortgages, investments, insurance and more.

Make sure your provider wants to help you succeed financially, and can offer the products and services you need anytime, anywhere. Then you’ll know that you’re making the right choice.
Pat Cortez is senior vice president and director of government and public relations for Wells Fargo in Colorado.

Wells Fargo Bank, N.A. Member FDIC.

 

 

 

 

 
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