Tampa Bay
Wells Fargo Advisors
69.62
69.62
Overview
Get started with estate planning - understanding the basics, beneficiary designation, organizing documents, charitable giving and health care directives.
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Photos & videos
Submit a review
Overall
Pricing
Innovativeness
Quality
Submit a review
This location is dedicated to helping customers with their financial needs, offering a range of services including financial advisory, consulting, and investment management. The address is Building 1029, W Magnolia St Street in Leesburg City, and the phone number is +13527874242. The website can be found at https://home.wellsfargoadvisors.com/001_PFM2%3Fexcid%3DFA1500050253.
The office features wheelchair accessible parking and entrance, making it easy for all customers to access the services. The company is a co-brand of Wells Fargo Advisors, and the keywords suggest a focus on estate planning, including family estate planning guides, trusts, and financial planning.
The third-party rating of 3.7 and the mixed client feedback suggest a decent but not exceptional experience. One client had a particularly bad experience with difficulty depositing a check into their IRA, with long wait times and lack of knowledge from representatives. However, another client had a positive experience with Jess Diaz, praising their professionalism and helpfulness. The office seems to be a solid choice for customers who need help with financial planning, but may not stand out in terms of innovation or pricing.
Own this business?
Categories
Contact business
1
ABOUT TampaBayTide
FOR BUSINESS