ComplaintsforCasey Research, LLC

• Initial Complaint

  09/21/2023

  Complaint Type:

  Order Issues

  Status:

  Answered

  More info

  Provide investment research and recommendations. Inform subscribers of investment publication decisions that affect the status of the publication.

  Business response

  09/26/2023

  Thank you for bringing this to our attention.
  
  We want you to know that we completely understand your concern, and we take situations like this very seriously. We sincerely apologize for any inconvenience this may have caused you.
  
  Upon reviewing your account, we observed that on 8/8/2022, you were charged $212.13 for your annual maintenance fee for the Casey Platinum subscription. This subscription *****ed you access to all recent and upcoming publications from Casey Research.
  
  We'd like to take this opportunity to remind you that we send auto-renewal notices via email at 30 days, 15 days, 7 days, and 5 days prior to your renewal date. We offer various ways for you to manage your subscription(s), including calling us at **************, emailing us at **************************************** or utilizing the MyAccount feature on our website. Additionally, all correspondence from the publication is sent to your email, including the latest updates.
  
  Regarding your request for a refund, as indicated in the attachment you provided, we regret to inform you that after the 30-day auto-renewal refund period, we are unable to process a refund for the maintenance fee.
  
  We understand that Casey Research ceased publication on 2/13/2023. Consequently, your Casey Platinum subscription was replaced with our affiliate's mega publication, Rogue Elite from ***************, which will ***** you access to their current and future publications.
  
  Please rest assured that your satisfaction is of the utmost importance to us, and we genuinely value your feedback. We've sent a separate email with further details to address your concerns. If there is anything else we can assist you with, please don't hesitate to let us know.

• Initial Complaint

  05/10/2023

  Complaint Type:

  Product Issues

  Status:

  Resolved

  More info

  I bought a subscription to Casey Research (a financial newletter) on 12/15/2016. I then upgraded it to a LIFETIME SUBSCRIPTION on 8/16/2018 for a fee of $250. I read it occasionally, but recently realized I hadn't read it since 2021. I couldn't find the website & contacted them. I was told my subscription had been cancelled & they had offered me a credit for $250 in 2011 (I never received an email or regular mail from them.) I'm now told it's too late to accept the $250 credit offer. They CANCELLED their lifetime subscription, and basically told me "too bad."

  Business response

  05/11/2023

  Thank you for your feedback. Be assured that we take cases such as these with utmost seriousness. Please be advised, the subscriber availed of our Crisis Investing publication which retails at $4000 on 10/16/2017 at only 50% of its retail price with the addition of a free year and was upgraded to lifetime at no additional cost with no yearly maintenance fee on 8/16/2018. On 10/14/2021, however, this subscription discontinued publishing, and the subscriber was provided a different subscription from **. Unfortunately, due to the recent discontinuation of Casey Research, we provided the subscriber with $1500 worth of store credits that can be used towards any of our affiliates within Legacy Research Group, ********** Research Group, Brownstone Research, and ***************. Furthermore, the subscriber was given an additional $250 store credit from one of our discontinued publications, The Casey Report, which was then used by the subscriber to our affiliate, ********** Research Group. Additionally, we provided all correspondence regarding the matter to the subscriber via email but for more information, the subscriber can call ** at **************, email ** at *************************************** or use the MyAccount feature on our website, if available. Rest assured, the subscriber's $1500 store credits are valid until next year and can be consumed by reaching out to our affiliates via phone. We also contacted the subscriber to provide instructions on how to use the store credits.

  Customer response

  05/16/2023

   
  Better Business Bureau:
  
  I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me.
  
  Sincerely,
  
  *************************

• Initial Complaint

  12/28/2022

  Complaint Type:

  Product Issues

  Status:

  Answered

  More info

  I purchased a yearly subscription and last October and the subscription renewed in October 2022.I called Casey Research to ask that the renewed subscription be cancelled, and my money be refunded.They canceled the renewal subscription but would not refund my money.I have not used this service in some time. I cannot even tell you the last time I logged into this service to access my account. I would say it has been 6 months to a year since I have used this service by logging into my account.I asked to speak to a supervisor. She did attempt to call me and sent me an email. We arranged a time for her to call me again, but no one called at the appointed time. I would a full refund. I have not used this service and have not logged into my account in the past 6 months to a year. I am sure they can verify that information.

  Business response

  12/30/2022

  Thank you for your feedback. Be assured that we take cases such as these with utmost seriousness. Please be advised, the charge of $137.51 that was processed on 10/13/2022 was for a subscription that was given for free on 10/13/2021 due to a subscription that we discontinued which came with an auto-renewal under the subscriber's account. This charge was for the auto-renewal fee of our Strategic Investor publication which provides the subscriber with the best stock recommendations. We have sent all correspondence from the subscription and provided auto-renewal notices at around 30 days, 15 days, 7 days, and 5 days before being charged and we have several ways to manage the subscription. The subscriber can call us at **************, email us at *************************************** or use the MyAccount feature on our website. In addition to this, we provide a 30-day refund period after being charged for the auto-renewal in which the subscriber can cancel for a full refund. Unfortunately, we have not received any correspondence from the subscriber regarding the cancellation of the subscription either by email or phone prior to 12/12/2022 but rest assured, we have turned off the auto-renewal of the subscription and will expire on 10/13/2023. We have also sent a separate email regarding the subscription to let the subscriber know how to proceed with it.

• Initial Complaint

  11/15/2022

  Complaint Type:

  Billing Issues

  Status:

  Answered

  More info

  We received a charge on our credit card statement that was from this company. We do not have any association with this company and did not initiate any charges. I would like them investigated for fraudulent activity.

  Business response

  11/16/2022

  Thank you for your feedback. Be assured that we take cases such as these with utmost seriousness. Please be advised, the charge of $129.00 that was processed on 10/13/2022 was for a subscription that was given for free on 10/13/2021 due to a subscription that we discontinued which came with an auto-renewal under the subscriber's husband's account. This charge was for the auto-renewal fee of our Strategic Investor publication which provides the subscriber with the best stock recommendations. We have sent all correspondence from the subscription as well as provided auto-renewal notices at around 30 days, 15 days, 7 days, and 5 days before being charged and we have several ways to manage the subscription. The subscriber can call us at **************, email us at *************************************** or use the MyAccount feature on our website. In addition to this, we provide a 30-day refund period after being charged for the auto-renewal in which the subscriber can cancel for a full refund. Unfortunately, we have not received any correspondence from the subscriber regarding the subscription either by email or phone prior to 11/15/2022 but rest assured, we canceled the subscription the same day the subscriber reached out to us and issued back the amount charged on 10/13/2022 which should reflect on the subscriber's account within 5-7 business days to the original form of payment. We have also sent a separate email to the subscriber regarding the subscription.

• Initial Complaint

  10/15/2022

  Complaint Type:

  Billing Issues

  Status:

  Answered

  More info

  I was looking at my checking account and there was a charge from Casey research for ****** on a **** card ending in ****. Ive never used this card and I didnt even know it was part of my checking account. Thats how I know that I never authorized this purchase. Ive tried reaching out to the company to no avail. I just want my money refunded since I did not authorize this subscription. Please help.

  Business response

  10/17/2022

  Thank you for your feedback. Be assured that we take cases such as these with utmost seriousness. Please be advised, the charge of $137.51 that was processed on 10/13/2022 was for a subscription that was given for free on 10/13/2021 due to a subscription that we discontinued which came with an auto-renewal. This charge was for the auto-renewal fee of our Strategic Investor publication which provides the subscriber with the best stock recommendations. We also provide auto-renewal notices every 30 days, 15 days, 7 days, and 5 days before being charged and we have several ways to manage the subscription. The subscriber can call us at **************, email us at *************************************** or use the MyAccount feature on our website. In addition to this, we provide a 30-day refund period after being charged in which the subscriber can cancel for a full refund. Unfortunately, we have not received any correspondence from the subscriber regarding the subscription either by email or phone but rest assured, we canceled the subscription on 10/17/2022 and issued back the amount charged on 10/13/2022 which should reflect on the subscriber's account within 5-7 business days to the original form of payment.
  

• Initial Complaint

  10/14/2022

  Complaint Type:

  Billing Issues

  Status:

  Resolved

  More info

  My bank account was charged for a "recurring withdrawal bill payment #****** SR ************************** for $25.44. I did not subscribe to this service and would like my account refunded for the amount listed. I had trouble with this business deducting money last year for subscriptions.

  Business response

  10/17/2022

  Thank you for your feedback. Be assured that we take cases such as these with utmost seriousness. Please be advised, the charge of $25.44 that was processed on 10/13/2022 was for a lifetime subscription that was given for free on 10/13/2021 due to a subscription that we discontinued which came with an auto-renewal. This charge was for the yearly maintenance fee of our Strategic Investor publication which provides the subscriber with the best stock recommendations. We also provide auto-renewal notices every 30 days, 15 days, 7 days, and 5 days before being charged and we have several ways to manage the subscription. The subscriber can call us at **************, email us at *************************************** or use the MyAccount feature on our website. In addition to this, we provide a 30-day refund period after being charged in which the subscriber can cancel for a full refund. Rest assured, we canceled the subscription on 10/17/2022 and issued back the amount charged on 10/13/2022 which should reflect on the subscriber's account within 5-7 business days to the original form of payment.

  Customer response

  10/19/2022

   
  Better Business Bureau:
  
  I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me.
  
  Sincerely,
  
  *****************************

• Initial Complaint

  07/29/2022

  Complaint Type:

  Product Issues

  Status:

  Answered

  More info

  Vulnerable adult claim. **** didn't know he was spending this amount for a membership fee. He was lead to believe this was for purchase of investments. I am his POA, upon learning of these charges to his account, I emailed the company asking for the funds to be returned, as **** is a Senior, not adept particularly at all things tech. Though he is actively researching stocks on his own and buying ***** stocks. This is not what he was lead to understand the $4k+ was for.

  Business response

  08/01/2022

  Thank you so much for reaching out to us. I have reviewed your fathers account and found that this order was placed online, which means that he would have had to read and agree to our terms and conditions and was informed that the subscription was not an investment but a subscription to our publication. The subscription your father signed up for, Casey Platinum, is an all-encompassing service that has all publications we offer under Casey Research. This service is sold as a Final Sale which means that there is no cash refund available under the policy. There is however a credit available in the value of the paid amount that can be used towards another service through us or our affiliates through Legacy Research Group, if the service is cancelled within 90 days of purchase. Unfortunately at the time of purchase we have no way of knowing if the customer is impaired as they are signing up online with their card number, of their own volition. We take instances like this seriously in order to best serve our customers. We will be providing a refund which will be returned to the card that it was charged to within 5-7 business days, as well as placing a block on the account so that further purchases are not able to be made. If you would like to contact us regarding this you may at ************** Monday-Friday 9am-7pm ET or at *************************************** 

• Initial Complaint

  06/11/2022

  Complaint Type:

  Sales and Advertising Issues

  Status:

  Resolved

  More info

  Company calling itself "Get Lucky Research" keeps sending me emails. No provision on their email to unsubscribe I never signed up for it. I do not invest and I wish to be removed from their e mail list

  Business response

  06/13/2022

  We are sorry to hear about your experience. I have reviewed any records we have with your email and I do see that you do not have any subscription with us. I have removed your email completely from our system completely. This process will take up to 72 hours.
  Emails coming from Casey Research include a clear and conspicuous "unsubscribe" link at the bottom of commercial emails, including e-letters and promotions, enabling email recipients to unsubscribe from receiving future commercial emails. We also maintain a customer service center Monday through Friday from 9:00 a.m. to 7:00 p.m. to respond to customer unsubscribe requests.  Customers often unsubscribe from receiving commercial emails then subsequently sign up to receive additional future commercial emails from Casey Research. Customers also frequently subscribe to receive future commercial emails from Casey Research using several different email addresses. When customers unsubscribe from one email address, they will continue to receive future commercial emails to the email addresses that remain subscribed. When we received this complaint, we applied a master opt-out function to the customer's email address, to ensure that the Customer no longer receives any commercial emails from the Casey Research. If the problem persists, please call our customer service department for further assistance at ************** or you can email us at ***************************************

  Customer response

  06/13/2022

   
  Better Business Bureau:
  
  I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me.
  
  Sincerely,
  
  *******************

• Initial Complaint

  11/28/2021

  Complaint Type:

  Service or Repair Issues

  Status:

  Answered

  More info

  The company along with several other sent me unauthorized spam e-mails to promote their products. After sending them a cease and desist notice that applied to them and their marketing partners they replied that all these e-mails would stop. The e-mails have failed to stop per the attached evidence. The company and its marketing partners are now violating ******** and US anti-spam laws.

  Customer response

  12/23/2021

  ***Document Attached***
  Another one
  See Attachment/File: ***************

  Business response

  05/05/2022

  Customer's information has been expunged excluding archival records documenting escalations process.
  
  Customer has not received any emails since January of 2022.

*Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business. ↩