I wish I could give them a negative…
I wish I could give them a negative star.
The advisor took advantage of a man with disabilities, brain injury and mental health issues to gain a higher commission.
They have now kept over 45k of his inheritance because he was never advised properly.
They also have only their in house people "looking into it" which means the outcome is always the same.
I've laywered up because of it.
It has been well over a year, there is no closure and I am unable to grieve the loss.
May 8, 2025
Unprompted review