Wellby Financial - Pasadena (TX)

Sabrina Smith I cannot get good customer service! I paid off my settlement wad told I would need to wait 30 days for it to close out after numerous calls saying others wise. Now I see today I am being charged an annual fee and my settlement has not closed out. I paid as agreed upon. Everyone including "supervisors" have gave me the run around. And tonight I find this on my account that should be closed settled for a lesser amount. The customer service line is of no assistance.

Dan Bomersbach I recently switched to Matt from another advisor at Ameriprise. I have seen much better performance and attentiveness to my account than previously. My account performance has been reflected to his dedication to my portfolio. I will recommend Matt to all of my friends.

Ari Cash If I could give no stars I would. Such an unprofessional place to have had an experience. Whoever the woman is who was working at 2pm on 02/23/24 found it appropriate to roll down her window as she drove away and yell profanities at my fiance. Simply bc he was upset she was 1. Leaving her job unattended during open hours and 2. For saying she didn’t care that my finance and 3 year old daughter were waiting in the car after driving an hour away to the closest location. She laughed at us as she got in her car as well. Honestly just a hateful woman. Anyways all of this to say we just wanted to cancel our plan and were told we had to in person. Just for this to happen and us be able to do it over the phone. Truly I recommend taking your money elsewhere. And to miss girl, I hope your attitude as well as you life improves and that maybe you do some self reflecting

John Doe Our experience with Gary Cook and his staff has been exceptional. The staff is always helpful and attentive, and they work tirelessly to get everything processed accurately and on time. I cant recommend them enough.

Mayne McMahan A Surprisingly attractive campus for a small university. The number of old growth trees, and the amount of species is amazing. Worth a visit.

tracie anderson My experience left me pleasantly surprised! Wonderful staff! Professional, courteous and caring, all my needs met in a very timely manner! Thank you ladies, so much!