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Everett Financial

Everett Financial

www.everett-financial.com
What is your customer experience with Everett Financial?

Everett Financial Overview

The aggregated data is based on reviews and questionnaires provided by PissedConsumer.com users.

  • Everett Financial has 1.0 star rating based on 1 customer review. Consumers are mostly dissatisfied.

  • Rating Distribution
  • Consumers are not pleased with Billing Practices and Reliability. The price level of this organization is high according to consumer reviews.

Anonymous
map-marker Charlotte, North Carolina

To understand and possibly sign up for Independent Life Disability.

stars-rating-full stars-rating-full stars-rating-full stars-rating-full stars-rating-full

Nothing at all. I called the phone number for Everett Financial twice the person who answered told me I had the wrong number.

So I guess you need to put the correct number on Google, because they were not happy people and told me I called Everett Financial Group.

All I want to find out the cost to possibly get this insurance for disability or death. My phone number is +131********.

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Anonymous

Performance

invested $450,000 with the group in January 2015. They placed $ 300.000 in an annuity which the value of fell to $257, 171 during 2015.

they invested $150,000 in three REITs, $50,000 each. To date, the value of the three REITs is less than $117,566.

To date, March 2018, three years later, the result of that $450,000 investment is worth less than $441,000.

If you are considering using this firm as a financial advisor, please first go to FINRA.org and do a broker check. First Allied securities has 17 regulatory events and 14 arbitrations.

I am not going into any detail regarding the irreconcilable differences between the firm and myself, but in my final conversation with Mr. Everett, he called me an *** Very Professional.

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Reason of review:
Problems with payment

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