J.P. H.
5/8/2008
Phil is one of the most trustworthy, knowledgeable, and friendly financial advisers I have worked with. Phil truly focuses on your personal goals and puts you and your retirement planning at...
Wells Fargo Advisors
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555 California St Ste 2300
San Francisco, CA 94104
Wells Fargo Advisors in San Francisco, CA offers a range of financial advisory services for clients looking to invest, plan for retirement, and manage their wealth. With a focus on personalized advice, their team of financial experts assists clients in navigating investment options, including IRAs, college savings plans, and insurance products.
Additionally, Wells Fargo Advisors provides tailored solutions for clients seeking assistance with estate planning, tax strategies, and borrowing products. Clients can benefit from a variety of advisory services, account management options, and business services to help them achieve their financial goals.
Whether clients prefer working with a dedicated financial advisor or exploring digital investing tools, Wells Fargo Advisors aims to simplify the investment process and empower clients to make informed decisions about their financial future.
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Reviews
1.58 reviews
Tracy S.
5/17/2025
Should have a zero star option. Wells Fargo Advisors does not care about the safety of your info. Previous resident of our house was a client and she, unfortunately, passed away... THREE YEARS...
Lisa I.
7/1/2024
WFA froze our assets for 2 months based on THEIR clerical error. It was so frustrating to get the right person to authorize unfreezing our funds. Because of that we opened an account at Charles...
dale s.
9/19/2023
While I don't bank here, it's Wells Fargo advisors none the less. Over 8 years ago, our San Jose advisor at the time, Brian Carey, got us involved with a 5 year investment opportunity ( it was...
casey c.
9/13/2021
Terrible advisor with piss poor performance. I gave a large sum of money to a WF advisor to manage from 2017 to 2020. In the end the total return was a mere 8.5% (Total accumulated return of...
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