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Wells Fargo Advisors - Frisco (TX)

Address: 🏡 17 Cowboys Way Suite 500, Frisco, TX 75034
Phone : +1 (972) 712-4500
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ7bDLDmQ7TIYREYByidUw_Bs

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    Ms. Ladybug Marty Sanders: My visit with Mr. Claypool was pleasant and stress free. Took time to get to know me and shared some personal information as well. When we ended our first Zoom meeting, I knew I had taken the first step towards gaining a clearer picture of where I stand as a special educator who is thinking about retiring. I look forward to meeting Mr. Claypool in person, together we will be able to map out a plan for me that will lead to retirement without fear; instead, with confidence and joy.
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    monica maldonado: Sean was great in the beginning. Last year was a disaster. I received some other couples taxes thru the portal that lived in Plano. I called immediately to notify him and got no response. I sent several emails, left messages, sent messages thru the portal and got no response. This was a 2 to 3 weeks span of time. I was charged for the couples tax returns and this was never corrected, either. I had my identity stolen last year and not getting a response for weeks was a deal breaker. I did get the correct taxes finally sent to me but not getting a call back about the situation was unacceptable. I left several messages via phone, email and the portal. I wasnt asking for a ton of time but this error should have been addressed. I also never got a response on the charges, which I am still sure I was charged incorrectly. I will never do business with him again. If you make a mistake, own up to it. Dont leave your clients to hanging.
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    Jonathan Kuchera: Thank you Grayson for your awesome advice for my finances. I look forward to seeing how my plan works for retirement.
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