Please register to participate in our discussions with 2 million other members - it's free and quick! Some forums can only be seen by registered members. After you create your account, you'll be able to customize options and access all our 15,000 new posts/day with fewer ads.
Anyone else get this? We don't have a big account. I get calls occasionally trying to introduce me to our Personal/Portfolio Banker, and trying to get us to sign up for extra services. I just tell them I'm not interested. Has anyone found these services useful?
WFA has been my broker for over ten years - and I have zero complaints - but I don't think the retail-branch advisors are in the same class, and with WF's deep retail woes, I'd block the calls.
Any bank with a wealth management arm will do this and it only makes sense for them to do so. They are trying to capture business in a different product line/division of the company.
Any bank with a wealth management arm will do this and it only makes sense for them to do so. They are trying to capture business in a different product line/division of the company.
Well I read your post and glance at your username. So what would you do if your bank made a similar call?
interesting, im surprised she didnt immediately hang up figuring that you arent part of her target demographic.
Please register to post and access all features of our very popular forum. It is free and quick. Over $68,000 in prizes has already been given out to active posters on our forum. Additional giveaways are planned.
Detailed information about all U.S. cities, counties, and zip codes on our site: City-data.com.
Please register to participate in our discussions with 2 million other members - it's free and quick! Some forums can only be seen by registered members. After you create your account, you'll be able to customize options and access all our 15,000 new posts/day with fewer ads.
