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    BluePoint Property Management

    4.7 (12 reviews)
    Closed • 8:30 am - 4:30 pm

    By appointment only

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    Review Highlights - BluePoint Property Management

    “John has been a savior to our building and brought a level of attention and guidance that we have never seen before.”

    Mentioned in 9 reviews

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    Wells Fargo Advisors

    Wells Fargo Advisors

    (4 reviews)

    They would not communicate anything to to me. My 401k money was just seating and not being…read moreinvested. When I requested for them to invest it, they were going to charge a very high fee (about 5%). What I did I took my money to Vanguard where there are no fees and the customer service is excellent! Thank you Vanguard!

    I'm cheating this review a little because my experience is actually with the Wells Fargo Advisors…read morein Santa Barbara. My review, however, I believe is based as much on general policy as it is with really excellent service. I inherited a fairly large chunk of money and split it between the Wells Fargo Advisors and Fidelity. I have previously had a fair amount of experience with Merrill Lynch and Dean Witter. Of that group of four, Wells Fargo Advisors (with a relatively small investment) treated me like I was their only customer. A lot of personal attention from one person assigned to my account, numerous email and telephone contacts, and a successful concern with my risk tolerance and that my investments were making money. The other three would not assign one person to my account (I had to speak to whoever was available), paid no attention to my account, and Fidelity even refused any one-on-one email contact with an account adviser. Those three told me not to expect any personal attention until my account exceeded $250,00 to $300,000. Wells Fargo Advisors, with an investment of far less, was happy to give me excellent advice and one-on-one personal service with the same person who knew me. All four of those firms charge the same 1% to manage the account. The expertise I feel my Wells Fargo Advisor guy has seems considerably better than what I got from the pool of advisers from any of the other three firms. Truth be told, I have no love for Wells Fargo but Wells Fargo Advisors seems to be separate. The service and attention I have received from Wells Fargo Advisors is a world of difference from those other four mega huge financial investment groups. I strongly recommend them.

    BluePoint Property Management - propertymgmt - Updated October 2026

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