Wellsfargoadvisors Reviews

My mother passed away and she had an

My mother passed away and she had an account with Wells Fargo Advisors My brother sister and me were listed as beneficiaries along with her significant other Getting the money was a very painful experience and in addition to that they are charging a fee to transfer the money Let me explain First the account person my mother dealt with took 3 weeks to get us the paperwork we needed to fill out and to get it submitted Then after submitting the paperwork it took them 2 months to process it And this was after repeated calls asking for the status and badgering them Until the very last days their answer was that they didn t know the status nor the ETA which is crazy So they were basically telling me that it could take forever Here s an idea how about they give me their money and I ll hold it for as long as I want Anyway I finally got one of the accounts from my mother and promptly initiated a transfer to Fidelity Little did I know that there is an outstanding dividend that they re not sure if they can get to me AND I was charged an account termination fee of 125 What The only reason I opened an account with them is because THEY FORCED ME It wasn t like I wouldn t have taken a check for my mother s account When I called to complain I was told that it was in the agreement they sent which had like a hundred pages in it and that this was standard practice across the industry Think about it Even if they charged my mother a termination fee that s only for her account Now they are going to charge us the same fee 4 times because that s the number of beneficiaries On top of it all this is due to our mother s death which you d think would warrant some kind of waiver Absolutely unscrupulous

San Jose Wells Fargo Advisors San Fernando

Been with San Jose based Wells Advisors 50 west San Fernando for quite a long time we a substantial amount of money they Were doing a decent job before they got us involved in an investment that we were told was a five year commitment it s now been 6 years and it s HUGE loser of an investment This crap investment also has forced us to do tax extensions every years we ve been in it and As of the last year we we re told we re stuck in the loser investment for 4-5 more years In short our advisor BC did not know have a1 clue ask to what he was getting us into and the fact that we re now hostage in this absolute loser investment makes me furious I am looking for a new place for my moneys

money grubbing

money grubbinghope the 2 dollar service fees are worth losing your reputation they like to forget they work for me stop opening fraudulent accounts in customers names to meet quotas

I ll keep this short

I ll keep this short Couple years ago I left Wells Fargo advisors because my advisor of 19 years Mike Lavery conned me unload me to sleep in a portfolio that made Wells Fargo the lion share of the profit while keeping me down at 3 then he neglected to tell me of the fees the exorbitant fees for buying stocks through Wells Fargo advisors When I reported him to Wells Fargo s Robert Brizer he sent back a letter saying that he reviewed everything and everything seem to be normal and straight of course it does it when your Wells Fargo advisers ripping people off these people are so jaded they don t know which side is up run away from these people Especially those in Richmond Virginia they have no moral compass

Seven years ago

Seven years ago out then advisor Brian Carey got us into an investment that was promised to be 5 years we drilled the point and we re assured 5 years THEY LIE BRIAN CAREY IS A LIAR The investment was a total loser like many of the investments we were led into from our supposed knowledgeable advisor we ve since pulled almost the entire account and put into Edward Jones

Unknowledgeable deceitful

Our advisor Brian C got us into a 5 years promised 5 years investment that was a loser forced us into tax extensions every year we we re not told of this and it s now year number 8 yes year eight in a five year investment When Finra contacted him he lied and told them 5 years was never promised Lying and not knowing you re doing that s enough We Pulled 2m out already and the balance to follow

I had a financial advisor in Grapevine

I had a financial advisor in Grapevine TX for seven years In that entire time I never was given the impression that there was any kind of investment strategy being employed just an unyielding confidence in equities My three kids were in college and their 529 plans were in equities in 2022 and got hammered Who does this I am a bit emotional about my money and what I needed was a calm reassuring guide Instead I got a guy whose English sucked and who was incapable of communicating the basics of why he did or didn t do things I can only guess how much this guys cost me but six to seven figures easily Go w Schwab or Fidelity where you don t pay five figures a year for advisory fees for someone with no imagination whatsoever And for the record on Oct 27 2023 he told me verbatim I wouldn t advise anyone to get into the stock market now So I bought short term CDs It was the bottom of the market and we all know what happened

Completely satisfied with this company

Completely satisfied with this company and the interaction Sound advice no fluff

Excellent Financial Services- Carlsbad Ca

My team at Wells Fargo Advisors is excellent They explain things at my level of understanding keep me updated in a timely fashion disclose all potential fees and have done a great job with my money even in relationship to these trying times I ve had multiple financial services in my lifetime including private brokers and I have never before had such good service I know Wells Fargo has had some challenges but for me they have always been professional trustworthy and successful