I am a little late in writing this review, but I felt it was important to share my experience.
My father was very ill and needed access to funds from his annuity to help pay for medical expenses. He had an annuity through Wells Fargo at the Penn Branch location, and Mr. Robert Turner was his financial advisor.
As my father's Power of Attorney, I spoke with Mr. Turner and explained the urgency of the situation. He took my contact information and told me he would reach out to me. Unfortunately, he never did. I left multiple messages with his assistant as well as on his voicemail, but I never received a return call.
During an already difficult time for our family, the lack of communication and follow-up was extremely disappointing. When a client and their family are dealing with serious health issues and urgent financial matters, timely communication is essential.
While I understand that not every issue can be resolved immediately, a simple return phone call would have gone a long way. Unfortunately, that level of customer service was not provided when we needed it most. read more