
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.
To understand and possibly sign up for Independent Life Disability.
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 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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