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My Portfolio Guide

5.0 (1 review)
Closed • 6:30 am - 3:00 pm

By appointment only

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Inheritance planning

Investment management

Retirement planning

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Wells Fargo Advisors

Wells Fargo Advisors

(3 reviews)

I find Richard Jackson, and his associates [Jonathan Evans and Tina Harmier] to be terrific!…read more They perform all the things one would expect, but they go the extra step. It is the norm to have face to face meetings so they learn our goals and expectations. Richard listens! All to often I have encountered advisors who wish to pontificate rather than respond to our needs and wishes. Richard works to meet our wishes and offers wise counsel. The most recent market decline had minimal affect on our accounts primarily due to Richard's sage recommendations. Richard, thank you.

I cannot say what a nightmare it has been dealing with these advisors. It started in February when…read morewe realized the memory care our mom was in was surpassing her income. We contacted them and I had to first declare and prove my father was dead. I sent them all of the info and had it notarized. Then after not hearing from them for over a month we contacted them again. We again had to send off all the proof of his death. After another 6 weeks of not hearing back we contacted them, yet again. They needed other info, which is still all the info we sent. We now have to add my husband to the account. Did that, all docs are notarized. Then we called again because of them being non involved on their end, and oh they need more paper work and!!! They want us to fill in info on the office side of it!! My father worked hard to proceed for mom. It's her money!! Her care has exceeded her income! We've stated that!! It's June 29th!! We've been at this since February. We're done!! One more bs move on their part to deny care to our mom will meet with legal actions!!! It's her money for her care!! It's not theirs!!! They've had the luxury of sitting on her money and now they won't let go!!! When she needs it the most! She doesn't even know us anymore and this is the biggest bs slap in the face we have to go through. They don't do their job!! They're making us do their job and figure it out for them!!

My Portfolio Guide - investing - Updated May 2026

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