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Wells Fargo Advisors
3171 Northeast Carnegie Drive, Lee's Summit, Missouri 64064
About the Wells Fargo Advisors
Wells Fargo Advisors is a financial institution located at 3171 Northeast Carnegie Drive in Lee's Summit, Missouri, United States. As part of the Wells Fargo family, they offer a wide range of financial services including investment planning, wealth management, retirement planning, and more. With a team of experienced advisors, they strive to help clients achieve their financial goals and secure their financial future. Visit Wells Fargo Advisors today to learn more about how they can help you navigate the complexities of the financial world.
3171 NE Carnegie Dr Suite B, Lee's Summit, MO 64064, United States
Reviews of Wells Fargo Advisors
"Yes they were able to make some sense out of my problem hope that it's not a great big thing for me"
"Ok place."
"To help my kids learn to invest, I set up a ROTH IRA for both of my minor children. $1000 was placed and Mr Bock was instructed to place it in money market as the DOW was near a high at the time, and then invest in a correction. Mr Bock was receiving fees in excess of $10, 000 per year on family funds being managed, and despite this failed to monitor and invest either ROTH in a timely manner. Mr Bock was also managing both minor children's college funds, and despite a favorable market, repeatedly sold investments he had chosen at losses, and had negative returns throughout a stock market period of stability and gains. Based upon how Mr Bock managed funds needed for college, I cannot recommend him for management of a retirement account. Wells Fargo Advisor's Complaint Resolutions Group sent me a letter with many false statements and customer care so poor, that is indicative of a company with it's checking account scandal."
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