Review Time
STAY AWAY FROM THIS PLACE. This establishment is truly disappointing. After losing my job, I sought a venue to invest my funds for potential growth, and it turned out to be a huge mistake. Initially, they were very attentive, likely because they profit from new accounts. However, their interest quickly faded. Whenever my unprofessional financial advisor would contact me to review my portfolio, the feedback was always, "You're doing exceptionally well... very well..." Yet, when we checked the account, there was hardly a $1,000 increase. That was deemed "exceptionally well." Additionally, if you need to withdraw funds due to financial difficulties, expect to be insulted and belittled. I even had to escalate my concerns to the main office regarding their treatment of me. We ultimately decided to close our account permanently in January 2026. LOOK ELSEWHERE!
STAY AWAY AT ALL COSTS. This establishment is truly disappointing. After losing my job, I sought a place to invest my funds for potential growth. A HUGE MISTAKE. Initially, they were very enthusiastic about me. I've learned this is because they profit significantly from new account sign-ups. After that, they completely lost interest in my account. Whenever my (unprofessional financial advisor) would call to discuss my portfolio, it was always, "You're doing exceptionally well... really well..." but when we logged into the account, there was MAYBE $1,000 in growth. That was "exceptionally well". Furthermore, if you need to withdraw funds due to financial troubles, they will belittle and insult you for it. I had to escalate my complaint to the home office because of their treatment. We ultimately decided to close our account permanently in January 2026. LOOK ELSEWHERE!
I have been with this company for over 22 years. Until 2017, their fees were reasonable. However, they introduced several mandatory programs that replaced annual fees with monthly charges that were excessively high. I had two accounts, and both experienced fees consuming up to 60% of my monthly growth. Meanwhile, their website displayed gains of 12-14%. The discrepancies in their statements were never explained, despite my inquiries. I eventually rolled over my assets to a former employer's plan, but the process was long and tedious, with the company obstructing the transfer to collect their fees. I no longer trust their statements or advice.
Significant losses have occurred. They have diminished 67% of my life savings. They fail to follow instructions. I started with 430,000, and after 5 years, it dropped to 190,000. I suspect this company is corrupt. When I share my story, I receive rude responses. This experience has negatively impacted my life. I wake up daily feeling frustrated that my advisor profits from my losses, knowing I feel trapped and unable to leave without severe consequences.
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