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Reviews

DS
Dale S.

08/13/2021

Provided by YP.com

I’ve been with Wells Fargo advisors, San Jose, for a long time, 6 years ago, they got us involved with an investment (loser investment) that was promised to be 5 year commitment, what was not told to us was the investment requires filing tax extensions every year which had we know, we would not have invested, then after 5 year commitment period, they come back and say the loser investment, your stuck in it for at least 5 more years, basically it’s a hostage situation due to the advisor in San Jose Not revealing EVERYTHING about he investment from day one.
AVOID WELLS FARGO ADVISORS!

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Hours
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Neighborhoods
Central San Jose, Downtown San Jose
Categories
Financial Planners, Financial Planning Consultants, Financial Services, Investments
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