Wells Fargo Advisors

Closed
yelp logo

(6)

Photos

2033 N Main St Ste 800
Walnut Creek, CA 94596
A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Reviews

yelp logo
1.56 reviews
Paulene R.
5/10/2021

I am so pleased with my investments. My money has increased by leaps and bounds. I totally trust Mike Forman and Terri Detrie. Thanks to their advice I am able to retire in comfort. Their...

dale s.
6/5/2024

Invested 200k in an investment our advisor Brian Carey (San Jose, CA based) got us into, clearly stating a 5 year term on the investment and it was supposed to be a great investment, it's now year...

Tim G.
3/25/2024

If I could give a zero here I would. Note that everything we were told from the setup of an IRA to information on who was responsible for reporting to how to handle distributions were incorrect....

Janet W.
10/29/2013

We had two bad experiences with Michael Marchi, who handled some investments for me and for my dad. The first thing he did when he took over my father's portfolio was buy shares in a company...

Doug S.
1/30/2018

I had my portfolio at the branch on Tice Valley for over four years, and in that time while the Dow rose 68%, the value of my holdings stayed FLAT, once I subtract the 2% annual fee. I think WFA...

Owner verified
See a problem?

You might also like

United StatesCaliforniaWalnut CreekWells Fargo Advisors

Partial Data by Infogroup (c) 2025. All rights reserved.

Yext

Partial Data by Foursquare.