Started the review process from a contact from Fisher in response to an add about their publication. A local VP came to our home and reviewed their services. We agreed to start with an annuity review. Had that review and received basic results. At this point we were still satisfied and considered moving forward and surrendering some annuities. However, after that with mtgs scheduled to review entire portfolio (additional information), we received a lame excuse to cancel/reschedule mtg. It never happened. All further emails and voice messages to ask what happened were never responded to. Have to say, poor customer satisfaction. A simple courteous response that they did not plan on moving forward with us would at least have been the right thing to do. Since that time, they contacted TrustPilot because our initial review contained an employee's name. Interesting that they are more concerned about this than reaching out to us to rectify the situation.
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Founded in 1979, Fisher Investments is an independent investment adviser serving both individual and institutional investors.
