Compare Reviews for Best Financial Advisors
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Top Rated Products and Services
Gladstone Morgan Financial Advisor
- 3 reviews
Merrill Lynch Financial Advisor
- 6 reviews
Lpl Financial Financial Advisor
- 6 reviews
Edward Jones Financial Advisor
- 24 reviews
Companies that Offer Financial Advisors
Most Reviewed Products and Services
Edward Jones Financial Advisor
- 24 reviews
Guardian Wealth Management Financial Advisor
- 11 reviews
Morgan Stanley Financial Advisor
- 10 reviews
Ubs Financial Advisor
- 7 reviews
Latest Reviews
Morgan Stanley - Happy to share my experience
#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 - Demoralising experience
#1384766
I went to GWM in Doha to talk about opening a CRB SIPP and a CRB bond in Doha, hoping for something like 5% returns. The Account Manager (AM) said I should expect around 12% - yeah right. Took their advice on investments including Mansion House student accommodation...
Lpl Financial - I got screwed.
#1409481
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...
Merrill Lynch - Treats Women with Disrespect and is condescending to women
#1383911
Many conferences with ML advisor James Lee is Maryland. He is always disrespectful to me as a woman. He argues and yells and does not listen to my request. Not interested in selling off any of my investments because that will reduce the oversized commission that he earn...
Devere Group - Strategic Growth Fund Disaster
#1408874
In 2010, my wife and I received a request from the DeVere representative handling the account to switch a significant part of the mutual funds we had to a group of new funds. This included allocating a quarter of the proceeds to the Strategic Growth Fund. Three years la...
Ubs - Where’s our money?
Ubs
#1373930
Back in the day when we had $, we heard from our consultant, Dale Woolheiser, frequently. As soon as UBS managed to lose our money, funny the consultant STOPPED calling. Umm, do you see the same pattern I see?!
Swissential experience
#1387300
I relocated to Switzerland in the beginning of this year. The reasons for my relocation were work related, so I was offered a generous relocation package by my employer.
Once I moved in the country, I quickly realized how complex is the taxation and insurance system of S...
Once I moved in the country, I quickly realized how complex is the taxation and insurance system of S...
Edward Jones - Agent lied to me
#1358927
In 2011 An Edward Jones agent wanted me to sell a mutual fund. Around ninety thousand dollars. I told him if I sold it I would the life insurance for that amount. He assured me all I had to do was keep about two thousand dollars in that fund and the full ninety...
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