Wells Fargo Advisors

I cannot speak for all Wells Fargo advisors but I will never bank with Wells Fargo, take a home mortgage, car loan, or use their Financial Advisors ever again. Most recently I severed ties with a certain financial advisor at this Wells Fargo location and the process for transferring my investment accounts was incredibly difficult. Initially, I was told that I had to wait until a certain date to make the transfer, but the advisor’s assistant would make a note to transfer the funds on that date. Weeks later I called to confirm the transfer had taken place and the assistant told me she was «just about to call me» to confirm I still wanted it done (weeks after the transfer was supposed to have taken place).
At one point a check had supposedly been issued to my new advisor, but the funds never arrived. After the check had been missing for three weeks, I was told on separate occasions that my new financial advisor was conducting the transfer the wrong way, that Wells Fargo could not do anything to fix the problem and that I could not do anything to rectify the problem. Meanwhile the entire balance of my IRA account was missing and not earning any income. (I had to resort to threatening to report them to FINRA before they would finally act to solve the problem).
In the two years that I had my account with Wells Fargo this advisor never once made the time to meet with me personally answer a phone call or dignify me with a simple email response. Every interaction with his office was handled through his intermediary. If this advisor cannot make the time to meet with the people they «service», they shouldn’t be managing their investments.
Long story short, these guys take your money, nickel and dime you for every last little bit of «service» they offer and ignore you when you actually want to engage them and actively manage your own account. I would recommend you take your business elsewhere and steer clear of WF Advisors… unless you are seeking this kind of treatment.

This place is great. I wouldn’t recommend anywhere else to get your financial advisement. The people are all extremely knowledgable and I have neve been lead astray here. If you’re in the market for a financial advisor go here and ask for Dave Quinn!