by PissedConsumer1486255 #1486255
I have dealt with several advisors in the Geneva area but I have found the Swissential team to be by far the most professional that I have worked with. The advice given was clear, well-informed and tailored to my individual requirements.
Swissential have a unique approach to financial planning which made things very easy for me to understand, information was presented to me in a user-friendly format and they were able to propose several options to help me plan for both short and long term situations. I would recommend the Swissential team to anyone looking for financial advice in Switzerland.
Edward Jones - No experience
by PissedConsumer1458011 #1458011
They will switch you to a brand new advisor without your okay. Dangerous as at tbe same time the new advisor has to meet goals or is fired.
Guesd where he will get it from?
Trusting and inexperienced clients. Fees are highest in the business.
Edward Jones - Don't give this firm a dime.
by PissedConsumer1481672 #1481672
My mother had a great deal of money at Edward Jones. Upon her death, they would not even give us enough to bury her.
They paid for the cremation, but wanted proof of death to pay for a service. THEY CREMATE LIVE PEOPLE! They want proof of death but if they don't believe she is dead even though they cremated her, then our power of attorney should still be in effect and we should be entitled to demand every dime she has in their control.
Her "advisor" in the Timonium office was cold and unsympathetic to our plight. Stay far away from this firm!
by PissedConsumer1450696 #1450696
Doesn't anyone have anything positive to say about this company?
Merrill Lynch - Poor customer service
by EagerPony706 #14722421.8
I was a client of ML for 23 years. Until 2015 I was very happy with our Financial Advisor. We had contact at least monthly.
When he retired our account was transferred to the Panama City Fl. branch.
After 2 in office visits 4 years ago, we were not contacted by our advisor at all. Our account went to *** but still they took their fees without delay. I just transferred to Raymond James and so far so good.
by PissedConsumer1432915 #1432915
One wouldn't really think much of this, all I really wanted to do was invest and be part of it but the way I was misled by this brokers was terrible, to easily take money from all in the name of investment and when I wanted to make withdrawals every single attempt was...
Guardian Wealth Management - What financial advice?
Guardian Wealth Management
by IrritableLadybird #14594061.4
I’ve been with Guardian Wealth since June 2017 and they have never contacted me once in this time to discuss my funds. In that period they lost £4000 & they never once thought to contact me to review the situation. In my opinion they are only interested in obtaining there commission when setting up the accounts and then leave you to it, absolute rubbish!!
by PissedConsumer1409481 #14094811.4
Invested 16k in an ira. I initially wanted just a basic Index Fund. He used a Salesman Spiel 2 convince me to let him invest . Result: if I had put it in the index I wanted, I would have had 25000+ . Instead I now have 14000--a loss during four years when the market...