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Financial Advising reviews in Charlotte

Real People ~ Real Reviews ~ Real Results

  • It did not go very well. I wasn't happy because it cost $275 and I didn't feel like I had received information worth that cost. At the end of the discussion, she had lots of things for me to fill out, and it seemed like she was getting more out of it than I was. I felt really uncomfortable with signing all of the papers.
    - DAVE H.
  • This company has idiots working for me. I made a phone call to get my PIN since I've only been on their website once and didn't remember it. The man answering the phone asked me a few questions for security purposes, including my hire date. I told the date that I started working for my previous employer, which ended up being different from the hire date. He told me he couldn't go any further until I had that information from my previous employer. When I finally got his manager, who asked a few extra questions to find out that I was who I said I was, he then proceeded to tell me that my roll over check would actually go to my previous employer for review before coming to me, so that I could then send it to the financially company that I really want to work with in the first place. This is company doesn't have good procedures in place and I would recommend using another company for financial/retirement services.
    - Rebecca E.
  • Provider name locked. not only did a great job with my taxes, but also helped me figure out where I could take deductions I didn't realize I was able to take (and saved me a lot!), and set up a SEP Provider name locked. account for me as well. That saved me tons on taxes and helped me add to my retirement fund!
    - SHANNON H.
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Financial Advisors in Charlotte

Companies below are listed in alphabetical order.
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