Reviews of Avail Wealth Management (Financial Consultant)

John Thornton

My wife's parents used Steve Gohn as their adviser for years and told me often, "Steve is hard to get a hold of." Steve Gohn's business changed names several times during those years. It is now Avail Wealth Management. After both of them died, (one in 2002, and one in 2019) we found that the services we received were poor. The Transfer on Death accounts that were set up were made unnecessarily difficult by Steve Gohn and his associates. At one point it took over a week for a phone call to be returned. We heard conflicting tales of what was needed to settle the accounts. We were told paperwork was mailed out, then we were told it was sent to the wrong address, then we were told it had never been sent out at all. Others in the family had similarly poor responses. It was very poor service. This was especially hard on my wife as she was grieving her mother's death and Avail just did not seem to care. They all had a lacadaisical attitude toward it all. When the settlement finally was over, or so we thought, we get more paperwork saying Avail left some change in the account and the account is not yet closed. Yuck! More busywork to deal with, something that our probate attorney said should gave been smooth and easy. Avail sends out documents which make it difficult to tell if they are Wells Fargo or not. They are NOT directly working for Wells Fargo, but Avail's paper work is confusing and much more mumbled than the papers we get from other investment firms. This is true at tax time as the Avail statements are the least user friendly and most convoluted. Overall, I was greatly disappointed by the service of Avail Wealth Management, and especially Steve Gohn.

Mr CinchCowboy

Sherman is your Guy!