Providers
Wells Fargo
Qualified plan adviser votes | 64 |
Overall perception among plan advisers | |||
---|---|---|---|
Very favorable | 14.8% | ||
Somewhat favorable | 23.7% | ||
Not favorable | 19.5% | ||
No opinion | 42.0% |
Plan adviser experience with provider | |||
---|---|---|---|
Worked with many times | 14.2% | ||
Worked with a few times | 29.1% | ||
Worked with once | 12.2% | ||
Never worked with | 44.6% |
Top 10 service categories | |||
---|---|---|---|
1 Overall service to midsize plans | 5 votes | ||
2 Overall service to small plans | 4 votes | ||
3 Adviser support post-sale | 2 votes | ||
3 Best value for price | 2 votes |