Compare Reviews for Best Financial Advisors
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Companies that Offer Financial Advisors
Most Reviewed Products and Services
Edward Jones Financial Advisor
- 27 reviews
Morgan Stanley Financial Advisor
- 13 reviews
Guardian Wealth Management Financial Advisor
- 12 reviews
Lpl Financial Financial Advisor
- 8 reviews
Latest Reviews
Morgan Stanley - Assets misguided. Negligence is there main strength.
#1529730
They lost over 50,000.00 of my assets. (More like fraud) The Preston road office in DALLAS TEXAS IS HORRID. The NICHOLAS GROUP has serious negligence about investors needs. If you inquire or complain they SUSPEND your accounts. The layers they have are CROOKS. THE...
1 comment
Austen Morris Associates sharks.
#1491337
If you are an expat who move to Shanghai, China, be very careful and do not make the mistake I did in 2010 when I was there, working for a local airline.
I had the misfortune to be referred to an Austen Morris Associates representative who offered me a retirement product...
I had the misfortune to be referred to an Austen Morris Associates representative who offered me a retirement product...
Anonymous
thanks
1 comment
Edward Jones - Too pushy reminds me of MLM
#1516685
The EJ rep I dealt with wanted every dime that I had to invest, even talked to me about liquidating my assets to he could invest the money. Wanted names and phone numbers of my other family members so he could pitch his 'services' to them. I pulled some of my funds out...
Edward Jones - Don't give this firm a dime.
Edward Jones
#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!
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!
Morgan Stanley - Deceitful,NEGLIGENT,DISHONEST.
Morgan Stanley
#1512779
They negligently lost over 50,000.00 of my money! They would not sell off when i DEMANDED!
THEY ARE NOT TRUSTWORTHY. Use extra caution when dealing with them. ESPECIALLY THE DALLAS OFFICE ON PRESTON ROAD. Also the sioux city office!
This office under the NICHOLAS GROUP should be terminated from business.
Ethics mean nothing to this company! Sunny Patel the risk officer is in this opinion a racist and typical dishonest employee of this WORTHLESS company!
THEY ARE NOT TRUSTWORTHY. Use extra caution when dealing with them. ESPECIALLY THE DALLAS OFFICE ON PRESTON ROAD. Also the sioux city office!
This office under the NICHOLAS GROUP should be terminated from business.
Ethics mean nothing to this company! Sunny Patel the risk officer is in this opinion a racist and typical dishonest employee of this WORTHLESS company!
Lpl Financial - LPL is a horrible company and their advisors are liars.
Lpl Financial
#1480973
Advisor traded securites without my knowledge and lost money during a raging bull market. She lied consistently and steered me into other garbage "investments " that lost money but earned her a huge commission.
Notjing but a common criminal who belongs in prison. The only positive from the experience is I now no longer trust ANYONE with my money other than yours trurly so now I manage my own portfolio. I encourage everyone to do the same. Find an online brokerage firm and invest in a low cost index fund.
Vanguard and others have several that will fit your needs.
No advisor fees, no custodial fees, no 25 dollar trades, no mystery fees, no lies and no games. It's easy and anyone can do it.
Notjing but a common criminal who belongs in prison. The only positive from the experience is I now no longer trust ANYONE with my money other than yours trurly so now I manage my own portfolio. I encourage everyone to do the same. Find an online brokerage firm and invest in a low cost index fund.
Vanguard and others have several that will fit your needs.
No advisor fees, no custodial fees, no 25 dollar trades, no mystery fees, no lies and no games. It's easy and anyone can do it.
Morgan Stanley - Negligent brokers with clients money.
Morgan Stanley
#1506606
Lost several thousand dollars in my accounts. Negligent unattentive and pretty much non caring.
My accounts were closed after i complained about tgere LOSING MY MONEY ON STUPID DECISIONS. BEWARE OF MORGAN STANLEY IN DALLAS ON PRESTON ROAD.
My accounts were closed after i complained about tgere LOSING MY MONEY ON STUPID DECISIONS. BEWARE OF MORGAN STANLEY IN DALLAS ON PRESTON ROAD.
Merrill Lynch - Poor customer service
Merrill Lynch
#1472242
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.
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.
They are now refusing to send me information about my accounts. They must be concerned about FRAUD and DECEITFUL behavior. This office is so unprofessional.