Everett Financial
Everett Financial Overview
The generated data is based on reviews and questionnaires provided by PissedConsumer.com users.
Everett Financial reviews show a generally negative customer sentiment driven by high price levels, billing practices and reliability concerns, plus specific complaints about investment performance and incorrect contact information.
Positive Feedback
Some customers described staff as very professional and noted that certain products were available for consideration.
Negative Feedback / Risk Areas
- Recurring Everett Financial customer complaints cite billing issues and reliability problems.
- Reported poor investment performance and incorrect phone/contact listings.
Key Takeaways for Future Customers
- Read multiple Everett Financial reviews and run a FINRA broker check before investing.
- Confirm current contact info, ask about billing, refunds and customer service policies.
The generated data is based on reviews and questionnaires provided by PissedConsumer.com users.
Everett Financial reviews show a generally negative customer sentiment driven by high price levels, billing practices and reliability concerns, plus specific complaints about investment performance and incorrect contact information.
Positive Feedback
Some customers described staff as very professional and noted that certain products were available for consideration.
Negative Feedback / Risk Areas
- Recurring Everett Financial customer complaints cite billing issues and reliability problems.
- Reported poor investment performance and incorrect phone/contact listings.
Key Takeaways for Future Customers
- Read multiple Everett Financial reviews and run a FINRA broker check before investing.
- Confirm current contact info, ask about billing, refunds and customer service policies.
Charlotte, North Carolina
To understand and possibly sign up for Independent Life Disability.
- Told I had the wrong number when calling Everett Financial Group; update Google.
- I want to know the cost of disability or death insurance.
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********.
Performance
- Invested $450,000 in Jan 2015.
- Annuity $300,000 fell to $257,171 in 2015.
- REITs $150,000 now under $117,566.
- As of Mar 2018, total value under $441,000.
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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