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Finance Advising reviews in Billings

  • D
    Mr. Elser is an annuity salesman. It may be worthwhile to have a portion of your retirement in this investment vehicle but you will pay a premium to him for it. He will receive quarterly payments for maintaining some accounts (401 K) but do absolutely nothing to them (no active change in what money was invested in for 5 years, lots left in cash). He does a hard sell on guaranteed annuities that under perform the market but do provide sure income in retirement. He also does a hard sell on transferring your non retirement investment accounts into the annuity products he pushes. He is typically late for morning appointments or his secretary has to call to remind him of an appointment. My final grievance - I received a check for $200 for a class action lawsuit settled against a company that was part of my 401K portfolio. Since it was part of a retirement fund, I took it to his office to get it re-invested into the 401K account. When I returned to his office for a financial check up about 6 months later, the check was in my paperwork and now worthless since it had expired after 90 days. While that is not a lot of money, it was my money that was lost. He was couldn't care less about it. No apology.
    - Teresa O.
  • A
    unknown
    - Candice S.
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Financial Advisors in Billings

Companies below are listed in alphabetical order.

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