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October 2023 by last unicorn
I came in during business hours and it's closed...I need to open an account right awayAt least say if it's lunch or a technical problem.
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September 2023 by last unicorn (Unicorn Bakery)
I came in during business hours and it's closed...I need to open an account right awayAt least say if it's lunch or a technical problem.
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March 2021 by Daniel Shtarkman
Highly recommend, one of the best financial advisors in the area
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March 2021 by Phillip C Washington
very very rude he didn't try to help me at all and hung up on me while i was talking
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December 2020 by STAR KARTER
very very rude he didn't try to help me at all and hung up on me while i was talking
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August 2020 by jeannelle navas
Well, i typed in wells fargo bank nearest me, this is where i "arrived". There is no atm or average banking needs meet here. The filter needs adjusting for most people don't read fine print and waste their time going to places they need not.
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August 2020 by Dilik Ibodov
asked if you can open an account. Hard one bald grandfather said no, go away. Bank
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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 2020 by RIcardo Contreras
Excelent
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June 2018 by Elliot Franco
NOT A BANK BRANCH!
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October 2017 by Klim Kavall
Financial advice, retirement assistance, and other forms of wealth management all under one roof! Steve and Alex are awesome!
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September 2016 by Steven Levine
I get all my advice from here. Even like, life advice.
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February 2015 by Klim K.
401K and wealth management at its best! Steven helped me out with more needs than believable. I was leaving one firm and going to another but didn't know how to properly execute a 401K transfer or what to even do with it... Steven was there to basically hold my hand! The relationship continued and now I use him for all my investment needs! Would 100% recommend to everyone!
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June 2011 by A Google User
Excellent service and the employees are very knowledgeable. More than willing to help you and extremely patient.
