Joel B.
4/23/2013
I'm cheating this review a little because my experience is actually with the Wells Fargo Advisors in Santa Barbara. My review, however, I believe is based as much on general policy as it is with...
Wells Fargo Advisors
Closed
(4)
6700 E Pacific Coast Hwy
Long Beach, CA 90803
Wells Fargo Advisors, a division of Wells Fargo Clearing Services LLC, offers a range of financial services designed to meet the diverse investment needs of its clients. With a focus on personalized financial advice, the firm provides tailored solutions including retirement planning, estate planning, and investment strategies to help clients achieve their financial goals.
Dedicated to a client-first approach, Wells Fargo Advisors emphasizes the importance of building long-term relationships through dedicated financial advisors. The firm also offers insights into market trends and investment opportunities, ensuring clients are well-informed in a dynamic economic landscape.
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Reviews
2.04 reviewsAM O.
11/2/2018
They would not communicate anything to to me. My 401k money was just seating and not being invested. When I requested for them to invest it, they were going to charge a very high fee (about 5%)....
Alexander V.
5/17/2013
This review is about performance in a particular area, the process of changing a beneficiary of a Roth or Tradiional IRA, receiving a written confirmation of the change, and being able to access...
T P.
5/7/2016
i was fooled. should have known better. took the wrong recommendation. instead of the 4-6% return that was "targeted" wellsfargoadvisors lost 10k in two years. I understand market conditions...
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