M S.
7/23/2021
Wells Fargo told me by phone that there would be no charge to transfer my self-directed brokerage account assets to another brokerage. They then charged me a $95 fee. Wells Fargo messed up the...
Wells Fargo Advisors
Closed
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2425 Olympic Blvd Ste 130E
Santa Monica, CA 90404
Wells Fargo Advisors in Santa Monica, CA is a financial services firm providing expertise in investing, retirement planning, and wealth management. With a commitment to putting clients first, their team of dedicated financial advisors offers tailored solutions to meet individual financial goals.
Whether seeking advice on IRAs, college savings plans, or borrowing products, Wells Fargo Advisors offers a comprehensive range of products and solutions to help clients navigate the complexities of financial planning. From investment strategies to insurance planning, their services cater to a diverse set of financial needs.
Clients can benefit from the convenience of digital investing options or choose to work closely with a dedicated financial advisor for personalized guidance. With a focus on maximizing financial potential and simplifying the decision-making process, Wells Fargo Advisors aims to empower clients to make informed choices for a secure financial future.
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