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Finance Advising reviews in Somerton

  • D
    BDT & Associates Inc
    I had an insurance policy with BDT & Associates listed as the insurance agent. I needed to make changes to my policy so I called and made an appointment with the property casualty and securities specialist. The day of the appointment I was on my way there when I received a phone call from him saying the VP of Operations & Compliance did not approve the meeting and that he could not meet with clients without her approval. I was not welcome in the office although I had insurance policies and IRAs through this firm. When I tried to cancel my policies and pull my money from the accounts it was difficult because they failed to assist me.
    - Jodi M.
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Financial Advisors in Somerton

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