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Seashore Wealth Management
1202 Tilton Road, Northfield, New Jersey, United States
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About the Seashore Wealth Management
Seashore Wealth Management is a finance institution located at 1202 Tilton Road, Northfield, New Jersey, United States. At Seashore Wealth Management, we understand that your financial needs and goals are unique to you. Our flexible and customizable planning approach ensures that you receive the personalized support you need to thrive and succeed as an investor. Please note that our services are available to residents of specific states only. We offer investment products and services through Wells Fargo Advisors Financial Network, LLC, and insurance products through nonbank insurance agency affiliates of Wells Fargo & Company. Please be aware that opinions and actions taken on social media platforms do not necessarily reflect our views. By clicking on any external links, you will be leaving the Wells Fargo website and entering a third-party site. We recommend reviewing the privacy and security policies of these third-party sites before proceeding.
Photos of Seashore Wealth Management
1202 Tilton Rd, Northfield, NJ 08225, United States
Opening hours of Seashore Wealth Management
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Seashore Wealth Management
"This advisor, and Wells Fargo (the advisor's parent bank) closed 10+ accounts owned by me, my brother, and my businesses. I was complying with all regulations, and in their termination letters, the bank did not allege I was doing anything wrong or illegal. These accounts totaled over $2.5 million. The closures caused me to default on payments to 1000 customers. Wells Fargo attempted to charge $625 in account termination fees, which were later reversed after several months. The bank also seized $206.08 in credit card rewards unilaterally, a matter which is likely to proceed to litigation. The owners of Seashore made it seem to me as if Wells Fargo alone was responsible for these account closures, but I have come to believe that Seashore's management did not adequately work with Wells Fargo to prevent this situation or that something else occurred I was not privy to. After the closures, I asked Seashore and one of its partners Gail Macker-Carlino for assistance in recovering the termination fees and the credit card rewards, and the company has "ghosted" me, ignoring two E-Mails I sent to two employees, which led me to believe that Seashore was not being honest and prompted this negative review. At the very least, not replying to E-Mails is unprofessional. There are many financial advisors in the country, and each one is associated with a partner bank. I strongly recommend narrowing your search to avoid firms like Seashore that are associated with Wells Fargo, to prevent yourself from getting into a situation like I'm mired in."
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