Fri, 2 March 2018
Wells Fargo is making headlines for all the wrong reasons and it’s got some customers are thinking twice. Here’s what people need to know before changing banks.
As Wells Fargo continues the messy business of changing company culture, a Portland whistleblower reports a failure to investigate fraud and was subsequently fired. Wells Fargo seems to be so plagued by problems lately that a client called me asking if they should pull their money out. Today I discuss the problematic news surrounding the banking giant and what clients should concern themselves with. Other topics include:
Please join Rob Black, Michelle Lerman and I for our Retirement Income Strategies and Estate Planning Seminar. This event will be held at the Crown Plaza Hotel in Foster City next Thursday, March 8th, at 6:30 p.m. Registration is $25. Click HERE to sign up!
Email your money question to firstname.lastname@example.org , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.