3 Customer Reviews
- Date
- Highest Rating
- Lowest Rating
Review from James S
3 stars04/17/2024
My experience with *** is only because they managed my mothers finances and seemed to do well by her. No complaints there. When my mom passed, there was the paperwork to file, which I understand, and wanted the estate funds deposited into my account. Part of this process was for me to open an *** account , even though the funds were to be deposited into my checking account. The funds went into my *** account and not into my checking and as a result lost money almost immediately. The financial advisor assigned to my account was seriously lacking in service and clarity of information. I finally was able to transfer the funds out, but not before funds continued to diminish. Very poor form on my end. But my mom seemed to be taken care of.Review from Dom P
1 star10/16/2022
Invested my money with *** 5.5 years ago. Financial advisor was buying stock near their 5 year highs. Have 25 - 98% losses with his stock choices as of this date. Sold stocks that had high potential and held stocks that merged and became stagnate. After consulting with another company I was shown the mistakes causing these issues. *** advisor would rarely call and most communications were initiated by me. I do not recommend *** and have taken my business elsewhere.Review from Asha S
1 star11/06/2021
I hired *** weallth management in ******** to manage my account, first year and half wealth manager ******************** returned about 14% and then he started selling all the blue chip stocks and started buying spac's and other ***** stocks, and in thousands, lost 15% in two months. I kept on calling him and requesting him not to do this but he did not pay any attention and kept depleting the account further. He was probably taking advantage of the fact that I am non white, women in her 70's and he was charging ****% fees for doing a lousy job. Of course I withdrew my money after loosing 15% plus ****% management fees. Please beware. God forbids if I was not watching i might have lost it all.
BBB Business Profiles may not be reproduced for sales or promotional purposes.
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.
When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.
BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.
As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.