Theresa Rockhill11 days agoFrom
Don't be bamboozled by going to them and good luck trying to get your money out of this organization if you go with them. Stay AWAY. You've been warned! Trying to get my money out has been nothing short of a nightmare and I have had nothing but problems and grief with them. Reps act like you’re taking the money out of their own pockets. Despite numerous forms, calls, and assurances on their part that they had taken care of things, every time I would call they all tell me something different. There's always some excuse: another form needs to be filled out, another detail needs to be given, etc., etc. etc. I am really starting to wonder if their policy is to drag out the distribution process so that they can continue to make money off of their client's investments for as long as possible. One person gives you a form and tells you to submit. Another person says that you should not have submitted that form and the process will now be "delayed". They then tell you to jump through another hoop, then change their minds and tell you that they need something else. All of this to avoid giving you YOUR money. Giving the “runaround” is the only thing these crooks know to do efficiently. It is about them keeping your money on their books as long as possible; not acting in your best interests. If you want to withdraw, plan to be met with resistance. They forget it is "your" money. You will have to work hard against your "wealth management" advisor to get what is rightfully yours. There’s a bunch of incompetent clowns running this circus with willy-nilly guidelines that change depending on the person you are talking to. RUN RUN RUN
