SmartAsset

Rod H. 

on BBB

2 years ago

They scammed me out of 6k after I purchased 6k of their leads. After proving to them that the leads were inaccurate, they would only reimburse me if I placed another order. It took a couple of months of haggling with them and I got passed around to many service reps. Dishonest company. I refused to do any more business with them. Bottom line, they took 6k from me. 

Lee T 

on BBB

2 years ago

As a financial advisor, they completely misrepresented their service and how leads would come to me. These customers did not expect my call nor were they informed about my service and what I do. They also lied to me about their contract to trick me into continuing their service. Horrible. 

Thomas W 

on BBB

2 years ago

They do not vet their matches. The advisor matched to me sounded very good, so I paid his fee and he went to work on my finances. It has been 10 months. I realized he was not looking out for my best interests, did not meet his fiduciary rating. I have been berated and insulted by this advisor’s attempted personal attacks on my character in his written emails. I had simply asked that he please respect the privacy of my living trust document and his fury was lit. I did my own investigation into this advisor’s “employment” hist... read more