7 Customer Reviews
- Date
- Highest Rating
- Lowest Rating
Review from Mark P
1 star12/08/2023
Watch out for TriFound and Shane H. Not ethical, and will say anything to get your money! Many years later you find out your investments are garbage!Review from Roger T
1 star11/30/2023
Shane H – TriFound Financial NOT trustworthy, honest. Beware of this company. From my experience Shane does not let integrity, honesty or ethics get in his way of making a sale and commission. What he repeatedly told me I was purchasing and what I actually received were not at all the same.
TriFound Advisory LLC Response
12/01/2023
Hello ****, Thank you for taking the time to share your feedback. We apologize for any inconvenience or misunderstanding you may have experienced during your time with us. TriFound strives to provide exceptional and tailored solutions to our clients, and we value your input as it helps us improve our services. Please reach out to us at [email protected] so that we may remedy this situation and get things back on track to optimize your legacy.Review from Sym R
1 star08/06/2023
Stay far away from these people. Read the reviews on glass door by their employees. They just want your retirement money to invest in annuities and fund their hedge fund. They try to portray they are this big company with multiple offices but they are not. They dont follow through and when they s**** up it is radio silence. Multiple calls to their office without any response. Dont fall for their fast talk and fancy dinners.TriFound Advisory LLC Response
08/10/2023
Hello ***, Thank you for taking the time to share your feedback. We apologize for any inconvenience or misunderstanding you may have experienced during your time with us. TriFound strives to provide exceptional and tailored solutions to our clients, and we value your input as it helps us improve our services. Please reach out to us at [email protected] so that we may remedy this situation and get things back on track to optimize your legacy.Review from Ruth W
1 star02/17/2023
We signed up with TriFound last year because we liked the idea of having our taxes, legal and investing aligned with one service. Unfortunately, we have been very disappointed and it has cost us literally thousands of dollars!! Our costs when doing taxes with Trifound: Penalties and interest - $1000, overpayment due to incorrect filing - $2000, cost to pay a great accountant to file amended returns - $500. We have reached out to TriFound multiple times and they don't respond with any resolution. They clearly don't stand behind their work. My advice; do not under any circumstances let them do your taxes!On the other hand, ******* who is mangaging our financial investments has been very responsive and doing a great job. We would recommend her.Review from Clifford C
1 star01/19/2023
We did alot of retirement investing with ***** and that went ok. They got bought by Trifound and things went downhill pretty soon. Never could keep a lawyer on the case - they did our taxes and were going to do trust work for us, but lawyers kept going away.. Now, we have alot of money in annuity at ********* that they sold us and we want to get out and they are silent for almost a week now. Thats illegal. I think this company is in serious trouble - no one answered the ******** office phone recently. We are filing complaints with various authorities and want to be reimbursed for interest we could be making with this large sum of money elsewhere. I called a senior person at headquarters and left a message today with no reply. I would stay away.Review from Stacy A
1 star04/27/2022
Very poor customer service for filing for personal taxes. Every time we had used TriFound Financial we have a different CPA every year. They have a hard time keeping their employees adn says speaks volumes for the company. This is my last year using this company. Our CPA left while he was doing our taxes for us and no one let us know that someone else was taking over or that he left.Review from Emmet C
1 star03/15/2022
Do not apply to this company online. They do not know how Zoom works yet.**************************, Esq.
Customer Review Rating
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