Ellis Holdings One LLC - Calexico (CA)

Regina Lira "Informative, friendly, professional, everything a bank employee should be. Omar in particular was exceedingly helpful when he suspected that I might be the object of a scam. I was making a wire transfer with a considerable amount of money to a friend and not being scammed but I appreciate the fact that he took extra time and asked three or four questions to make sure that I was not putting my money in jeopardy. Kudos to Omar

The Mess Ender I’ve been with Wells Fargo since 1974 when my mother put me on her acct. my family has had a trust and I’ve recently lost my Mom, my rock. Mitch is my advisor and I am disappointed in Wellsfargo’s internal issue with helping me cover my checking acct with my brokerage dividends. Mitch out my Mom into a brokerage acct situation that did not pay her the dividends she previously has and Mitch decide to just give her money from the principal to make up the difference she lost from moving her tax free bonds to a mutual situation. My Mom trusted Mitch and so I had to too. And now she’s gone and Mitch laughed at me when I brought this all up and did not help me with my checking acct or brokerage acct. I took care of my Mom until the end in our home that’s also in the trust and has a reverse mortgage with WellsFargo too. It’s a mess. There’s no protection. Mitch did not contact me at all while the account was helping keep our inhome nursing going. Mitch did not know his customer at all. Nor did he work to protect me the eventual recieved of my Papas gifts. I do wish to grow our trust money and yet need to survive at this point the taxes are due. Not happy in colusa ca

Max Gailey Wonderful, honest and excellent financial planner! Highly recommend him and his company!

l pedroia Great customer service despite low staffing issues. Conveniently hidden away for added security.

Tanya Rillera Knowledgeable, professional, and genuinely cares about their clients. Highly recommend their services.