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June 2024 by Reg M
Casey Korsak is a gem of this office. Been managing my employer profit sharing account for several years now.
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July 2020 by Hamlet A.
Do not use their brokerage services to trade, this is the worst bank I ever had to deal with when it comes to online trading. STAY AWAY!!!! I opened a brokerage account under my trust and started trading stocks. After some time, they required some forms and locked my account without calling me. At this point I have stocks that I cannot sell and they don't care. I sent in the forms twice, once through one of their branches and they have yet to call me back. They keep saying two to three business days and I have yet to receive any phone calls. It's been close to three weeks and I keep calling and trying to sell my stocks with no luck. I tried escalating this and getting a hold of that department to release my account so I can sell my stock but they will not transfer me over because there is no direct line. They don't care if your stocks tank and you lose all of your money. WORST CUSTOMER SERVICE I HAVE EVER EXPERIENCED!!! The thing is that I am not the type to go out of my way to write a review but their lack of caring and incompetence was just too much and I had to do something.
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March 2018 by Richard C.
Dina Artzt is so wonderful to work with. I've been working with her for the past 20+ years. She has seen me through good and bad times in the markets. I know she always has my best interest in mind.
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March 2018 by Natalie S.
Working with Dina Artzt at Wells Fargo Advisors is a breeze. She is responsive, caring and attentive to my accounts. So glad to have her part of my financial team. I wouldn't trust anyone else with this important responsibility.
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June 2016 by L F.
I decided to move my accounts from Wells Fargo Advisors to another financial services organization due to poor service and lack of pro-active service. This created another fiasco as WFA delayed the transfer of funds to the new services organization. Additionally, WFA transferred funds from an account they were specifically advised (and confirmed in writing) not to. WFA will not accept responsibility for their error and actions and attempts to place blame on the customer. This resulted in a penalty to my account. There were conversations and emails confirming the customer request. WFA failed in it's fiduciary duty to the customer. This is my first YELP review; I believe the public should be aware of how WFA treats its customers
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November 2011 by A Google User
Very inattentive.
