Horrible Experince

My wife had a 401k distribution that one of their brokers and John Hancock really messed up and all they did was blame each other. It was really sad that no one would own up to their mistake. Would not recommend this firm to anyone. Such a simple task that took months to complete and then there wasn't even a 1099 issued to show the distribution. Truly a terrible experience. As far as follow up (and I have all the emails) it would just go back and forth while everyone was waiting on everyone else to do the right think. I guess when you deal with people of this caliber, you get what you pay for - which is nothing. FINRA did very little to assist other than sending a letter that if I wanted to pursue this further what steps I'd need to take. Why did I even bother submitting a complaint if no one is willing to rectify this issue? Sad.
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ID
#837858 Review #837858 is a subjective opinion of poster.
Location
Atlanta, Georgia
Service
1st Global Customer Care
Reason of review
Poor customer service

Misrepresentation, Defamation

Had a business dealing with this broker from 1st Global Corporation, a rinky *** financial office located in Johnstown Ohio next to an abandoned gas station and located inside the same building as a video rental store. The person who should remain anonymous but for examples sake lets call him Allen. What a joke this individual should have licenses striped and he should not be allowed to advise on middle American families retirement asset management. Trust me Johnstown Ohioans beware think twice about taking advice from anyone who shares an office inside a video rental building. Do yourselves a favor and make sure your financial advisor can afford to hold office in something a little more official looking than a video rental office space.
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2 comments
#1011833

Miss a payment and i was threaten to put in jail by fraud department a man that barely speaks proper english name mr. Evans..then risk manager tries to assist name leo vargas was a nightmare he argues with me threaten me tell me hes going to own my business and only person that was helpful was a young lady Tracie, this company will be sued for threatening business owners very soon if they don't Get rid of the 2 unprofessional man leo vargas and mr evans.

#615390

I will like you to contact me direct on my email. I have a business proposal to give to your company that will profit you greatly. I await to hear from you soon via my email address.( jonathanwillfill@***.com ), Please get back to me .

Best Regards

Jonathan

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ID
#142630 Review #142630 is a subjective opinion of poster.
Location
Columbus, Ohio
Loss
$1400

About

1st Global Privacy Policy
Company's business is to help CPA firms honor the important promises they have made to their clients by adopting and implementing essential wealth management capabilities. For over 25 years, 1st Global has been a leading growth consultant for market-dominating CPA firms that seek to be the preeminent providers of high benefit services to their most valued clients. Partnering with 1st Global allows The User to be more, play large, and let go. Although there is no way to guarantee return on a particular investment or protection from market fluctuation, there are ways that investors' accounts are protected. Securities are offered through 1st Global Capital Corp. Member FINRA and SIPC. NFS also has arranged for coverage above these limits. Neither coverage protects against a decline in the market value of securities, nor does either coverage extend to certain securities that are considered ineligible for coverage.
To read more: http://www.1stglobal.com/clients/security-privacy
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Summary

1st Global is a leading privately owned company offering wealth management services. 1st Global has become a trusted ally for a number of legal and accounting companies. The company has collaborated with close to 400 businesses helping clients with varied wealth management projects. Along with its core expertise, associates at 1st Global present its clients with a number of helpful business techniques and consulting offerings to streamline their businesses. Areas of expertise of 1st Global span across such domains as investment, retirement, and estate planning as well as fee-based asset management.

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