- Name of company or investment: Wells Fargo
- Contact information: 1 (800) 869-3557
- Company details: Provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 locations, more than 12,500 ATMs, online , and mobile devices.
- Type of investment (ex: stock, CD, mutual fund, bond, etc): CD account
- Risk level (high, moderate, or low): Moderate
- Expected rate of return: $5,000
- Minimum required investment (dollar amount; note for stocks, this is the cost of one stock at current trade price): $2,500
- Why are you interested in this investment? (Be sure to discuss statistics found in research and include at least five sentences.): Fourth largest bank in the U.S. by assets. Largest bank by market capitalization. Only bank in the United States to be rated AAA by S&P in 2007(Now AA-). Worth $236 billion. One of the "Big Four banks" of the United States
- Name of company or investment: Liberty Bank
- Contact information: 888 570-0773
- Company details: Build savings around owner's needs. Earned a Bauer Financial 5-Star rating
- Type of investment (ex: stock, CD, mutual fund, bond, etc): Stock
- Risk level (high, moderate, or low): High
- Expected rate of return: $2,500
- Minimum required investment (dollar amount; note for stocks, this is the cost of one stock at current trade price): $500
- Why are you interested in this investment? (Be sure to discuss statistics found in research and include at least five sentences.): They benefit, you benefit easy to quickly earn a lot of money plenty of different stocks to choose from, ability to change stocks, ability to invest in multiple stocks
- Name of company or investment: Sun Trust
- Contact information: 866.732.1687
- Company details: one of the nation's leading financial services holding companies. Put the client interests first
- Type of investment (ex: stock, CD, mutual fund, bond, etc):Mutual Fund
- Risk level (high, moderate, or low): Moderate
- Expected rate of return: $200,000
- Minimum required investment (dollar amount; note for stocks, this is the cost of one stock at current trade price): $100,000
- Why are you interested in this investment? (Be sure to discuss statistics found in research and include at least five sentences.):
