Pros: Great returns, low costs Cons: Terrible customer service The Vanguard employees one has first phone contact with (not the specialized departments) have the intelligence of rocks, and that is being kind. Did they finish high school, let alone elementary school? It would even be far better to outsource these initial calls to Pakistan or Uzbekistan than...
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I called seeking explanation about (1) the STAGNANT balance in my MM acct, and (2) the “justification/ explanation” for zeroing out/conversion of my Windsor !! Fund shares into Windsor II Admiral shares with “0” shrs?!! The so called “financial adviser” named Holly (?) to whom the call was transferred was either incapable of answering my inquiry to...
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I filed a letter of instruction asking them to do something, based on guidance from my CPA. The instructions included a contingency because I didn’t have access to critical plan documentation and they wouldn’t answer questions about it until I filed the letter. They ignored the contingency in the letter and subsequently cost me $500. I didn’t...
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On hold for five hours. Not able to speak to a supervisor. Their customer service is horrendous and theyre handling my money!!!! User’s recommendation: Do not invest here!
in spite of supplying a copy of will naming me executor they are forcing me to open probate “we do not review wills or other documents you must have a court order” User’s recommendation: be sure you name a beneficiary otherwise your heirs can not gain access to an account.
