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Wells Fargo Advisors
- Financial Services
- Boulder, CO
About this business
A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else._x005F Our Financial Adv... read more
Location details
1155 Canyon Blvd #200, Ste 200, Boulder, CO, 80302, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Very personal touch. I trust them with their advice.
Lee Trexler was "handling" a few of our 529s. They were mishandled. He was a terrible communicator and very rude to deal with. Even after we closed out our accounts his office continued to take money from our bank accounts when we had contacted his office 3 times to terminate the withdrawls. Jim Johnson "manager" was involved in trying to resolve the issues and it was clear that he was defending his "advisor" and not interested in what we had experienced as investors. He also, was not good at follow up when messages were lef... read more
Spoke to Dan Weinberger to move assets; I was give on multiple days and multiple times the wrong execution deadlines. Even on subsequent requests, still the information was incorrect causing mistakes. Wells advisors caused me to lose 40-50k due to these inaccuracies on multiple days. Jim his manager even stuck to his charges and commissions. I have filed with finra; do not use Wells Fargo advisors in Boulder. Incompetent and do not provide you with accurate information You would be better served elsewhere.
Frequently asked questions about Wells Fargo Advisors
How is Wells Fargo Advisors rated?
Wells Fargo Advisors has a 2.3 star rating with 4 reviews.
When is Wells Fargo Advisors open?
Wells Fargo Advisors is closed now. It will open at 8:00 a.m.
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