Ocean Avenue Wealth Management - Santa Monica (CA)

Rain McKenzie 24-hour outdoor access.

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

Mademoiselle Chappell Carolyn at the Richmond Ca store is delightful. Everytime I go in for services, she is bright, upbeat, and always willing to help. She went out of her way to remind me that my previous card needed to be updated soon to a Flare account and we did it that day. I look forward to being helped by her each time I go in. Thanks Carolyn!