Keywords: establishment,finance,point_of_interest

Wells Fargo Advisors - Tyler (TX)

Address: 🏡 5858 New Copeland Rd, Tyler, TX 75703
Phone : +1 (903) 592-1200
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJQTR0y4zMSYYRk3gSWgTteY8

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    Patrick R.: Nice enough staff but pretty deceptive business practices. Ive had a $20k loan with them for a while; I get an offer in the mail to get another loan, pay off the existing one, and have a little left over. Im in a place where I could use that, so I go through the application process. So after going through the process (and getting dinged with a hard credit inquiry), the website tells me I can get up to $10k unsecured, or $20k secured. Okay, that tracks with what the offer said. But when I actually talked to them on the phone, they said "oh actually the most we can give you is $1200." So essentially, I was misled, and let myself get hit with a hard inquiry for no reason. Edit: 2 months later. I have never heard from the below account. I sent them an email as requested, got an autoreply, and haven’t heard anything since.
    Rod Boaz - Financial Advisor, Ameriprise Financial Services, LLC - Tyler
    ScoreScape: Rod first and foremost meets you where youre at and helps to build from there. Takes the time to explain and answer question, and always made sure I felt seen and heard.
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    Justin Price: Rodger is excellent. His interest is building a relationship with you and offering his advice. My prior financial advisors only mentioned mutual funds and IRAs. I have learned so much from him. My wife and I couldn’t be happier. If we could give 10 stars we would.
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    Stacey Cole: I came across this company just seaching online, but when I spoke to the manager on the phone , he was very pleasant. And coming into the office was even better. The first thought I had was, Im in the right place. It was very welcoming.
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    Jason Johnson: DAVID is the best guy ever!!!!
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