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Devere Group - Totally untrustworthy compliance as i understand does not exist
#1302411
qrops de vere did not declare the biggest fees and the advisor by his own admission did not know of the spreads , initial fees that The trustee applied . the 30 day cooling off period in reality was 9 days had it been sent. In reality it was sent by email 60 days after...
Testimonial
Guardian Wealth Management - It is so refreshing to find somebody who genuinely cares about your financial future
#1268091
I first met Ethan about 3 years ago and he did a fantastic job of untangling the mess that was my pensions from various different sources over the years. Everything was approached without any fuss and was explained at every step. The policy has performed well and there...
Lpl Financial - Invest with LPL if you want your heirs to suffer
#1241087
My father in law was foolish enough to move all his assets to LPL in his later years. Every account was set up to transfer on death, and his four children were named as beneficiaries.
It has been five weeks, and EVERY.SINGLE.DAY. they have come up with a different reason...
It has been five weeks, and EVERY.SINGLE.DAY. they have come up with a different reason...
3 comments
Devere Group - Personal Data Breach & Strategic Fund suspension lack of updates
#1280636
In the last year I had had already 3 advisors in Devere. Their advice has been poor and It made me invest -despite the fact I was not looking for much risk- in the Strategic Growth Fund that has been suspended since 2013. I have not received any updates on this since mo...
Testimonial
Guardian Wealth Management - He has given me peace of mind
#1268090
As an expat in the UAE I, as many others, am trying to use the opportunity to invest extra money for a long term investment. Cormac has been instrumental in a few ways: 1) He highlighted how a previous service provider was not necessarily investing my money in line...
Swissential - Hard to believe
#1237222
I have read the other reviews about this business on this site and felt compelled to speak out. Jon and the team at Swissenntial are a dedicated and committed group of financial advisers who in my own opinion provide starightfoward and clear guidance to international...
call 1.800.877.7210 dial o for operator and ask fir customer service. tell them you want another rep...its that simple...you cannot blame an entire company for the faults of 1...