24 Aug, 2021 → by ClaimboUser734369
unethical behavior, not answering questions, too pushy on too many other products to buy

2

Our FA is all over the place and jumps around, not staying on task pertaining to the subjects we ask about. We have to constantly make another appointment to continue our conversation about questions we've asked. Yesterday was the final meeting we will ever have with him. He messed up on our account and deleted 200+ thousand dollars because he said he duplicated the entry. His secretary doesn't follow through with requests we have to withdraw money in a timely fashion. Recently we asked for money and it took her nearly a week to start the process because she said she was "just too busy with long term care workload." Our FA uses too much industry jargon, expecting us to understand. He told us that if we didn't like his services that we could go elsewhere. Yesterday (8/23/2021) he got condescending and angry/frustrated and stared across the table without uttering a single work for about a minute. We have lost faith in his ability to handle our account and will be looking for a new FA.
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